SherpaDesk &
FreshBooks Integration

Integrating FreshBooks with SherpaDesk helps you grow your business, gets you paid 2x faster and keeps you and your team organized, efficient and collaborative. Automate invoicing, organize expenses, track time and accept credit cards online with just a few clicks.
Run your business on the go and base your decisions on actual business data and insights with FreshBooks Integration.

Easy Sync Your FreshBooks Customer's Account Data with SherpaDesk

FreshBooks is the #1 accounting software in the cloud, designed exclusively for freelancers and growing service-based business owners.
Automate invoicing, organize expenses, track time and accept credit cards online with just a few clicks. FreshBooks helps you grow your business, gets you paid 2x faster and keeps you and your team organized, efficient and collaborative

Key Features

One-Click Mapping

Easily sync time, payments, and invoices with quick data mapping on the fly in SherpaDesk.

Easily Add Time & Expenses

Log time, expenses, and travel from email, mobile, or web so nothing gets missed.

FreshBooks & FreshBooks Classic

SherpaDesk integrates seamlessly with both classic version of FreshBooks and FreshBooks New.

Create Multiple Rate Plans  & Support Packs

Set flexible rate plans: fixed, task-based, tech-based, or with hour rollovers—built for service teams.

Benefits of Our Integration

Full Invoice Sync

SherpaDesk allows you to sync and send entire invoices to FreshBooks. It’s as easy as clicking on the icon and waiting for it to turn green!

Map Data on the Fly

SherpaDesk allows you to map your customer data on the fly.
When pushing time over to FreshBooks you are able to either map or build your customers and task type.

Add Time Sync

SherpaDesk enables technicians to easily add billable time, expenses and travel in SherpaDesk and get it synced to FreshBooks over email, the mobile app or via the desktop app, so nothing is ever missed.

Supported Integrations

How the Integration Works

A step-by-step process for how the integration works, including setup instructions and how SherpaDesk interacts with another application to streamline tasks.

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About FreshBooks

FreshBooks accounting software gives you instant access to the tools you need to manage your finances. It’s perfect for everyone from self-employed professionals to growing business owners.

From the dashboard, you can explore the invoicing features, add billable clients, choose to accept credit card payments with FreshBooks payments, run accounting reports, discover the project management tools, and a whole lot more.

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