FRESHBOOKS

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 steps step 1 create an freshbooks developer account visit freshbooks signup https //auth freshbooks com/service/auth/integrations/sign up 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 https //subscription myfundbox com/freshbooksoauthresponse jsf https //subscription myfundbox com/quickbooksoauthresponse jsf https //app myfundbox com/freshbooksoauthresponse jsf https //app myfundbox com/quickbooksoauthresponse jsf fig 1 1 fig 1 2 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 step 5 connect freshbooks in myfundbox sign in to myfundbox navigate to configuration → integrations → freshbooks → 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) 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 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