FreshBooks Integration
Via ZapierConnect AgencyPro with FreshBooks to automatically sync invoices, expenses, time entries, and client data to the accounting software built specifically for service businesses. Eliminate double entry, keep your books current, and take advantage of FreshBooks' agency-friendly features like retainers, project accounting, and time-based billing reports.
Connects via Zapier
AgencyPro connects with FreshBooks through Zapier rather than a native built-in integration. Using the AgencyPro app on Zapier, you can build automated workflows ("Zaps") that move data between AgencyPro and FreshBooks — no code required. A Zapier account is needed (free and paid plans are available).
Browse AgencyPro ZapsWhy Connect FreshBooks with AgencyPro?
AgencyPro and FreshBooks are complementary, not competitive. AgencyPro handles agency operations — client portals, invoicing, time tracking, project management, retainer billing — the day-to-day client-facing work. FreshBooks handles the accounting layer your CPA cares about: chart of accounts, expense tracking, tax filing, payroll integrations, and financial reporting that AgencyPro does not provide. Most agencies use both. AgencyPro generates and sends invoices through the client portal; a Zap can then create those invoices in FreshBooks for clean books and tax-ready reporting. Much less rekeying, and your accountant works from far more consistent numbers. If you are evaluating whether to use only one tool, see [AgencyPro vs FreshBooks](/comparisons/agencypro-vs-freshbooks) — but most agencies keep both because they serve different jobs.
Key Features
Benefits for Your Agency
How Agencies Use FreshBooks with AgencyPro
Retainer accounting with automatic revenue recognition
When a client pays a retainer in AgencyPro, FreshBooks automatically records it as deferred revenue and recognizes portions as you log billable work, giving you clean accrual accounting without manual journal entries.
Client profitability by project or engagement
Time entries, expenses, and invoices all sync to FreshBooks tagged by project. Pull the Profitability Report to see exactly which clients and projects are driving margins.
Automated expense categorization for tax time
Expenses logged in AgencyPro (software, travel, subcontractor fees) sync to FreshBooks pre-categorized, making year-end tax preparation dramatically faster for you or your accountant.
How to Set Up FreshBooks with Zapier
- Create a free (or paid) Zapier account if you don't have one.
- In AgencyPro, open Settings → Integrations and enable Zapier.
- Open the AgencyPro app on Zapier and create a new Zap.
- Choose a trigger — either from AgencyPro or from FreshBooks, depending on which direction you want data to flow.
- Add FreshBooks (or AgencyPro) as the action app and connect your account.
- Map the fields you want to sync, then turn your Zap on.
Frequently Asked Questions
Does the integration support FreshBooks Classic or only the new FreshBooks?
The integration works with FreshBooks (often called "New FreshBooks" or "FreshBooks 2.0"). FreshBooks Classic is not supported since Classic is being phased out by FreshBooks itself.
How does retainer billing work with this?
A Zap can create the retainer invoice in FreshBooks when you issue it in AgencyPro. How that invoice is treated for deferred revenue is handled inside FreshBooks based on your accounting setup — the Zap moves the data across, it does not perform revenue recognition itself.
Can I send time entries to FreshBooks?
Yes, via Zapier. You can build a Zap so that time tracked in AgencyPro creates matching time entries in FreshBooks, tagged with the client or project fields you map.
Can I map my AgencyPro services to FreshBooks categories?
Yes. In your Zap you map each AgencyPro service (e.g., "SEO Consulting", "Design", "Development") to a FreshBooks income category, so reports break down by service line the way you configure them.
Is there a limit to how many invoices sync per month?
The integration itself has no limit. FreshBooks has plan-based limits on clients and invoices (e.g., Lite plan allows 5 billable clients). Choose a FreshBooks plan that matches your volume.
More Accounting Integrations
Ready to Get Started?
Connect FreshBooks with AgencyPro and streamline your workflow today.