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Integrating GeoOp with Freshbooks

When logged in as an Administrator, go to Settings > Company Account > Integration. You will see the Freshbooks logo, click on it. In the popup window, tick Enable, follow the on-screen instructions, then click Save.

Note: If you make a mistake at any point, or if you wish to deactivate your Integration, simply click the logo again, untick Enable, then click Save.

Linking the accounts automatically enables some functions between the 2 services, such as Invoicing. Others functions can have more manual requirements to complete setup and are detailed below.

Freshbooks and Clients

Client syncing (linking data directly) between Freshbooks & GeoOp is not done automatically, however there are two ways Client data is updated between GeoOp and Freshbooks. 

Importing your Clients from Freshbooks is optional when initialising the Integration. Future updates/imports are done through the Import Clients tab below the Integration one in Company Account. These will update existing data rather than creating duplicate Clients. When a Client is created via a Freshbooks Import, it is given a unique identifier that is not visible or editable in GeoOp. This will allow Freshbooks to update existing GeoOp Client records with new Freshbooks information.

Clients that are added in GeoOp but not in Freshbooks are added into Freshbooks automatically when you 'push' an invoice into Freshbooks.

Freshbooks and Tax Rates

When integrated with Freshbooks, the tax rates set in the account settings (Settings -> Company Account -> Invoicing Options) are the ones that will be used for Parts and Charges. Any custom tax rates set for specific Parts or Charges will be added on top of the existing account tax rates.

Freshbooks and Parts/Items

You can also import your items lists from Freshbooks to GeoOp. This is done at Jobs > Parts. Click the Sync Freshbooks Parts button to begin. As with Clients, the data is not linked directly and you will have to periodically click this link to refresh the Parts data.

Freshbooks and Invoicing

For further information please see our article on Invoicing.

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