FreshBooks

Overview

Connect FreshBooks to your Eloope Expense account to automatically sync approved expenses into your FreshBooks account. Map expense categories, create expenses with vendor and currency details, and keep your books accurate without manual data entry.

How it works

Connecting to FreshBooks allows Eloope to push approved expenses into your FreshBooks business account. Expenses are matched to FreshBooks expense categories, and vendor names, amounts, and currencies are carried over automatically.

Features

• Automatic expense sync to FreshBooks
• Expense category mapping
• Multi-currency support
• Vendor name carry-over
• Business account selection
• Staff ID linking for team expenses

Configure

1. 1.Navigate to Admin Settings > Integrations in your Eloope Expense dashboard.
2. 2.Click "Connect" on the FreshBooks integration card.
3. 3.Sign in to your FreshBooks account and authorise access.
4. 4.Select the business account to sync with.
5. 5.Map Eloope categories to FreshBooks expense categories.
6. 6.Configure default currency and vendor preferences.

Note: Only submitted and approved expenses will be synced to FreshBooks. Multi-currency amounts are preserved during sync.

Find more information on connecting FreshBooks with Eloope here.