FreshBooks is one of the most popular invoicing apps out there and it is a great tool for freelance consultants, small business owners and accountants to manage their billing. This Step By Step tutorial will help you integrate the app with one of the top file management business apps, Dropbox.
Backup invoices on your Dropbox account
Jeff is the founder of a recruitment agency that issues over 30 invoices per month. He started using FreshBooks as it not only makes billing easier but also has online payment option and a nice reports dashboard. However, Jeff wants to keep a copy of all company information, including invoices, on his Dropbox account where he shares an Accounting folder with his accountant.
Until now, Jeff was downloading the .pdf files with the invoices for the month on his hard drive and then uploading it again onto Dropbox. After creating the CloudWork integration between FreshBooks and Dropbox all new invoices are automatically uploaded to a Dropbox folder. Jeff also set up a FreshBooks to Highrise integration so he gets a note on his CRM tool that gives information on the latest invoice status.
How to set up the integration?
1. Select Integrate FreshBooks with Dropbox from the list of integration options
2. Click on the “Get Started” button
3. If you have not previously authorized the apps you will be asked to do so. If you have authorized them, skip to step 4.
4. Configure the Integration:
You can filter invoices by status or minimum/maximum amount. If you leave blank all invoices created on FreshBooks will be uploaded to Dropbox.
5. Click on the “Create Integration” button and you are all set to go.
The invoices of your choice will be sent to a folder called CloudWork on Dropbox, from there you can move or copy them to any other folder.
If, for example, you would like only sent and paid invoices to be sent to Dropbox, create the integration twice choosing the sent filter in one case and paid in the other.