Autotask to Freshbooks Integration

Connect Autotask with Freshbooks to automate your invoices.

Setup is easy and fast.

Connect Autotask with FreshBooks in minutes and completely automate your invoices from Autotask to FreshBooks. Once setup the task will automatically run based on your billing plan.

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How does it work?

Setting up the link between Cloud Depot with FreshBooks is quick and easy. Our online wizard will step you through the process.

Once setup our service automatically checks to see if you have any new invoices, based on your billing plan. If we find that you have new billing items we will pull them down from Autotask and push them into FreshBooks automatically.

Control your Sync with our easy-to-use dashboard.

Match Autotask account codes to FreshBooks

Setup invoice payment date rules

Use FreshBooks or Autotask invoice numbers

Insert PO numbers as references in FreshBooks

Sync up to 90 days of historical invoices

Save time

Integrating Autotask to FreshBooks using Cloud Depot will save you hundreds of hours each month in double entry. Mitigate the risk of making mistakes and free up your admin’s time. When you create an invoice in Autotask we will send it automatically to FreshBooks.

No manual tasks

No logging online and downloading files to be imported into your accounting engine. Our integration from Autotask to FreshBooks is 100% automatic. Once setup, most customers never log in again! You can view your sync progress online using our online dashboard. It’s that easy!

Bill faster

Some of our customers have increased billing times by up to 3 days using our Autotask to FreshBooks integration. With our instant sync plan we will start pulling down invoices from Autotask within 5 minutes of approving and posting the invoice.

Control your Sync with our easy-to-use dashboard.

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