FRESHBOOKS
8 min
FRESHBOOKS [MYFUNDBOX]
INTRODUCTION:
This document describes how a user can create an account in FreshBooks software and get keys and credentials to connect to the MYFUNDBOX product.Β
STEPS
Step 1: Create an FreshBooks Developer Account
- Visit FreshBooks signup ο»Ώ
- Click Sign Up or Create an account
Step 2: If already having an account, sign in.
Step 3: Add the Redirect URIs in your settings and add scopes
- Click the create new app (As shown in the figure Fig 1.0)
- Navigate to Redirect URIs, then add the following URIs (as shown in Figure 1.1) and add the necessary scopes (as shown in Figure 1.2) click Save Settings
Fig 1.1
Fig 1.2
ο»Ώ
Step 4: Collect Keys & Credentials (Client ID & Client Secret)
- Navigate to Client ID & Client Secret below to the Redirect URIs (as shown in Figure 1.3) copy those keys
Fig 1.3
ο»Ώ
Step 5: Connect FreshBooks in MYFUNDBOX
- Sign in to MYFUNDBOX.
- Navigate to Configuration β Integrations β FreshBooks β click the Connect button (as shown in Figure 1.4).
Fig 1.4
- A pop-up will open. Enter the Client ID and Client Secret, then click Save (as shown in Figure 1.5).
Fig 1.5
- You will be redirected to FreshBooks to connect your account.
- Click Connect to establish the connection.
Fig 1.6
- After a successful connection, you will see "Connected" in the FreshBooks module of your MYFUNDBOX account (as shown in Figure 1.6).
ο»Ώ
Step 6: To Enable/Disable/Delete Connections
6.1 For Enable/Disable Connections
Fig 1.7
- In Manage FreshBooks, you can enable or disable the FreshBooks connection by clicking the toggle button (as shown in Figure 1.7) or by clicking the more info button (as shown in Figure 1.6).
- This only enables or disables the connection; it does not fully disconnect it
ο»Ώ
6.2 For Delete Connections
- If you want to delete or disconnect the FreshBooks account, click the Delete button and then click Yes, delete it (as shown in Figure 1.7).
- Your connection will be revoked.
- If you disconnect the connection, you will lose all FreshBooks connection credentials from MYFUNDBOX.
- To reconnect, you will need to follow the process starting from Step 5.