FreshBooks
Keep FreshBooks in step with your orders, invoices and payments without re-keying, with the right person approving what changes.
50 ways to read, 24 ways to write, each write switched on by you.
Quality checks
Built and tested with example responses.
- Ready to connect: doneEvery listed action is built in.
- Built and tested with example responses: doneEach action is built from the provider’s published API and tested against example responses, errors, rate limits and paging.
Connected, approved, proven.
The things teams do most with FreshBooks, an example flow with a person in the loop, and what Nexra keeps as proof.
Top actions
- Create accountApproval by rule
- Create bill vendorApproval by rule
- Get accounts aging reportRead
Example flow
- FreshBooks · Get accounts aging reportDone
- FreshBooks · Create accountNeeds approval
- Nexra · Record the decision and result in the evidence chainProven
Example workflow. Routine runs go through on their own. Only a change your rules flag, such as one over a limit you set, waits for the right person, who sees the exact change and the rule before it reaches FreshBooks.
What gets logged
- Whether it ran on its own or who approved it, and under which rule
- A fingerprint of the exact request sent to FreshBooks
- FreshBooks's reply: what it created or changed
- One entry in the evidence chain, linked to the one before
Try this in the sandbox
Run the whole flow with test data in your sandbox, then connect your own account when you are ready to go live.
For developers
Technical detail
Read and write FreshBooks clients, bill vendors, draft invoices and estimates, items, tasks, accounts and more; read bills, credits, other income and ledger reports.
FreshBooks API docs- Source actions
- 50
- Destination actions
- 24
- Data types
- 29
What you can map
Reads are always available. Writes are off until you switch them on for a connection, and governed writes follow your policies.
Accounts aging report1
- Get accounts aging reportSource
Overdue invoice amounts per client by aging interval.
Accounts3
- Create accountDestinationNot retried automaticallyApproval before production
Adds an account or sub-account to the chart of accounts.
- Get accountSource
One ledger account by UUID.
- List accountsSource
Chart of accounts with sub-accounts flattened after their parent, and balances for an optional date window.
Balance sheet report1
- Get balance sheet reportSource
Balance sheet accounts with balances on a date (and an optional comparison date).
Bill payments2
- Get bill paymentSource
One bill payment by ID.
- List bill payments (read only)Source
Bill payments (read only) with FreshBooks search filters.
Bill vendors3
- Create bill vendorDestinationNot retried automaticallyApproval before production
Creates a bill vendor (accounts payable supplier).
- List bill vendorsSourceIncremental
Bill vendors with incremental search[updated_min] and FreshBooks search filters.
- Update bill vendorDestinationProvider duplicate protectionApproval before production
Updates supplied bill vendor fields. Omitted fields are unchanged.
Bills2
- Get billSource
One bill by ID.
- List bills (read only)Source
Bills (read only) with FreshBooks search filters.
Businesses1
- List businessesSource
Business memberships of the authorising user with account ID, business ID and business UUID.
Clients5
- Create clientDestinationNot retried automaticallyApproval before production
Creates a client in FreshBooks.
- Get clientSource
One client by ID.
- List clientsSourceIncremental
Clients with incremental search[updated_min] and FreshBooks search filters.
- Search clientsSource
Clients by organization text, update window, visibility or client IDs. Personal names, emails and phone numbers are never sent as filters.
- Update clientDestinationProvider duplicate protectionApproval before production
Updates supplied client fields. Omitted fields are unchanged.
Credit notes2
- Get credit noteSource
One credit note by ID.
- List credit notes (read only)Source
Credit notes (read only) with FreshBooks search filters.
Estimates4
- Create estimateDestinationNot retried automaticallyApproval before production
Creates a Draft estimate with line items.
- Get estimateSource
One estimate by ID with lines.
- List estimatesSourceIncremental
Estimates with incremental search[updated_min] and FreshBooks search filters.
- Update estimateDestinationProvider duplicate protectionApproval before production
Updates supplied estimate fields. Omitted fields are unchanged.
Expense categories2
- Get categorySource
One category by ID.
- List expense categoriesSource
Expense categories with FreshBooks search filters.
Expenses4
- Create expenseDestinationNot retried automaticallyApproval before production
Creates a expense in FreshBooks.
- Get expenseSource
One expense by ID.
- List expensesSourceIncremental
Expenses with incremental search[updated_min] and FreshBooks search filters.
- Update expenseDestinationProvider duplicate protectionApproval before production
Updates supplied expense fields. Omitted fields are unchanged.
General ledger report1
- Get general ledger reportSource
General ledger sub-accounts with debits, credits, net movement and transactions for a date window.
Invoice profiles2
- Get invoice profileSource
One invoice profile by ID with lines.
- List recurring invoice profiles (read only)Source
Recurring invoice profiles (read only) with FreshBooks search filters.
Invoices5
- Create invoiceDestinationNot retried automaticallyApproval before production
Creates a Draft invoice with line items. Sending or marking as sent is not automated.
- Get invoiceSource
One invoice by ID with lines.
- List invoicesSourceIncremental
Invoices with incremental search[updated_min] and FreshBooks search filters.
- Search invoicesSource
Invoices by number, PO number, client, status, currency, issue-date or total range, paid or outstanding state, project or update window.
- Update invoiceDestinationProvider duplicate protectionApproval before production
Updates supplied invoice fields. Omitted fields are unchanged.
Items4
- Create itemDestinationNot retried automaticallyApproval before production
Creates a item in FreshBooks.
- Get itemSource
One item by ID.
- List itemsSourceIncremental
Items with incremental search[updated_min] and FreshBooks search filters.
- Update itemDestinationProvider duplicate protectionApproval before production
Updates supplied item fields. Omitted fields are unchanged.
Journal entries3
- Create journal entryDestinationNot retried automaticallyApproval before production
Creates a balanced manual (adjustment) journal entry in the ledger.
- List journal entriesSource
Manual (adjustment) journal entries with their debit and credit lines.
- Update journal entryDestinationProvider duplicate protectionApproval before production
Updates a manual journal entry. Supplying lines replaces all lines.
Other income2
- Get other incomeSource
One other income by ID.
- List other income (read only)Source
Other income (read only) with FreshBooks search filters.
Payments collected report1
- Get payments collected reportSource
Invoice payments collected in a date window.
Payments3
- Create paymentDestinationNot retried automaticallyApproval before production
Records a payment already received against an invoice (bookkeeping only; no money moves).
- Get paymentSource
One payment by ID.
- List paymentsSourceIncremental
Payments with incremental search[updated_min] and FreshBooks search filters.
Profit and loss report1
- Get profit and loss reportSource
Income, expenses and net profit for a date window from ledger entries.
Projects4
- Create projectDestinationNot retried automaticallyApproval before production
Creates a project in FreshBooks.
- Get projectSource
One project by ID.
- List projectsSourceIncremental
Projects with updated_since and documented filters.
- Update projectDestinationProvider duplicate protectionApproval before production
Updates supplied project fields.
Services2
- Get serviceSource
One project service by ID.
- List servicesSource
Project services (types of work) with billable flags.
Tasks4
- Create taskDestinationNot retried automaticallyApproval before production
Creates a task (a billable service used on invoice lines).
- Get taskSource
One task by ID.
- List tasks (invoiceable services)SourceIncremental
Tasks (invoiceable services) with incremental search[updated_min] and FreshBooks search filters.
- Update taskDestinationProvider duplicate protectionApproval before production
Updates supplied task fields. Omitted fields are unchanged.
Tax summary report1
- Get tax summary reportSource
Tax collected and paid per tax for a date window.
Taxes4
- Create taxDestinationNot retried automaticallyApproval before production
Creates a tax in FreshBooks.
- Get taxSource
One tax by ID.
- List taxesSourceIncremental
Taxes with incremental search[updated_min] and FreshBooks search filters.
- Update taxDestinationProvider duplicate protectionApproval before production
Updates supplied tax fields. Omitted fields are unchanged.
Team members2
- Get team memberSource
One team member by UUID.
- List team membersSource
Team members of the business with role and active state.
Time entries4
- Create time entryDestinationNot retried automaticallyApproval before production
Creates a time entry in FreshBooks.
- Get time entrySource
One time entry by ID.
- List time entriesSourceIncremental
Time entries with updated_since and documented filters.
- Update time entryDestinationProvider duplicate protectionApproval before production
Updates supplied time entry fields.
Trial balance report1
- Get trial balance reportSource
Debit and credit totals per sub-account for a date window.
Access and limits
- Authentication
- FreshBooks OAuth application with a rotating refresh token
- Plans and access
- All FreshBooks plans with API access through a developer application. Calls act as the authorising user and follow that user's role in the business; scopes are chosen on the developer application.
- Test environment
- FreshBooks has no sandbox host; use a separate trial business for testing.
- Rate limits
- FreshBooks throttles bursts of requests without publishing fixed numbers; there is no daily cap. Nexra backs off on HTTP 429.
- Pagination
- page and per_page (max 100) with result page and pages; journal entries use page_number and page_size.
- Provider events
- FreshBooks webhook callbacks for create, update and delete events per business. Flows run on demand, on a schedule, or when a scheduled check finds new or changed records.
Before you build a flow
- Invoices and estimates are created in Draft status; sending, emailing or marking as sent is not automated.
- Payments are records of money received against invoices (Check, Cash, Credit and similar); FreshBooks moves no money and online payment processing is not automated.
- Deletes, archives (vis_state changes on update), invoice emailing and online payment charges are not automated.
- The token request is sent as a standard OAuth form body without redirect_uri; FreshBooks documents a JSON body that includes redirect_uri, so confirm refresh against a live application.
- search[updated_min] filters by date (YYYY-MM-DD) on accounting entities; projects and time entries take an ISO timestamp.
- FreshBooks has no idempotency key; uncertain creates are not repeated automatically.
- Bills, bill payments, credit notes, other income and recurring invoice profiles are read only: FreshBooks bills have no draft state, bill payments record money paid out, and profiles can email invoices automatically.
- Excluded: sending or emailing invoices and estimates, online payment and checkout links, creating payments for bills, credit notes, deletes and archives (vis_state changes), bank reconciliation and payroll.
- Bills, bill payments, credit notes, other income, expense categories and invoice profiles document no updated-since filter, so their lists are full reads.
- Journal entries: FreshBooks' adjustment journal entry list documents only page_number and page_size (no date or updated-since filter), so journal_entries.list is a full read; use general_ledger_report.get for ledger activity between two dates.
- Vendor payments and credit notes: FreshBooks documents no date or updated-since filter for bill payments or credit notes, so bill_payments.list and credit_notes.list are full reads.
- Bank transactions: FreshBooks' API has no bank statement or bank transaction endpoint (bank connections are managed only in the FreshBooks app), so bank reconciliation reads are not available.
- Orders: FreshBooks has no sales order or purchase order API, so order reads are not available.
Developer reference
- Create the FreshBooks credentials described above with the narrowest permissions your flows need.
- In Nexra, open Connect, then Connections, then New connection, choose FreshBooks, enter its settings and credentials, and tick only the write actions you need. Connection guide
- Test the connection, then use its actions as flow sources and destinations. Flow guide
Machine-readable detail: GET /api/public/connect/connectors/freshbooks and the Connections API.