Freshbooks

Always have a clear picture of your financial data by syncing transactions between Podium Payments and FreshBooks. You’ll also be able to import contacts and send automated review invitiations.

KEY BENEFITS

• Improve the accuracy and time spent closing out your books by automatically reconciling payments collected using Podium and writing them back to FreshBooks via invoice number.
• Save time managing your contacts by seamlessly importing your contacts into Podium. No more copy and pasting between systems!
• Improve your online rating by requesting reviews after transactions.

Compatibility

Your FreshBooks plan must include integrations.

Setup Process

1. Click Connect.
2. Select the Podium location you’d like to connect to FreshBooks.
3. Allow FreshBooks to access the appropriate Podium data.
4. Allow Podium to access the appropriate FreshBooks data. (Log in to FreshBooks if necessary.)
5. Select your FreshBooks account.
6. Make sure you’ve selected the appropriate country.
7. Check the box for Payment Writeback.
8. Click Finish.
9. Select the automations to use with your FreshBooks integrations.
10. Click Activate.