FreshBooks Integration
Connect 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.
Why Connect FreshBooks with AgencyPro?
FreshBooks was built for service businesses like agencies, freelancers, and consultants — not retailers or product companies. That means features like retainer tracking, project profitability, and time-based billing are first-class citizens. By connecting AgencyPro, you get the best of both worlds: AgencyPro handles operations (client portals, proposals, project management) while FreshBooks handles accounting (taxes, reports, payroll integrations). No more rekeying invoice data. No more reconciling time entries by hand. Your accountant sees accurate numbers in real-time, and you spend your admin time on growth activities instead of bookkeeping.
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
- Open Settings → Integrations → FreshBooks in AgencyPro
- Click "Connect FreshBooks" and sign in with your FreshBooks credentials
- Select the FreshBooks account and business to sync with
- Map AgencyPro services to FreshBooks income categories and tax codes
- Choose whether to sync clients, invoices, expenses, and time entries
- Enable real-time sync — changes in either system now propagate automatically
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 sync?
When you issue a retainer invoice in AgencyPro, it syncs to FreshBooks as a retainer with proper deferred revenue treatment. As you log billable hours against the retainer, revenue is recognized automatically in FreshBooks.
Do time entries sync to FreshBooks?
Yes. Time tracked in AgencyPro syncs to FreshBooks tagged by client and project, enabling time-based billing and accurate billable-hours reporting in FreshBooks.
Can I map my AgencyPro services to FreshBooks categories?
Yes. During setup, you map each service (e.g., "SEO Consulting", "Design", "Development") to a specific FreshBooks income category, so P&L reports are correctly broken down by service line.
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.
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Ready to Get Started?
Connect FreshBooks with AgencyPro and streamline your workflow today.