FreshBooks users can import projects to Daycast and automatically send project hours logged in Daycast back to FreshBooks for invoicing. We’ll show you how.
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1. Navigate to integrations
Click the vertical ellipsis at the far right in the Week Panel and select Integrations from the drop-down menu.
2. Select FreshBooks
Click in the FreshBooks configuration row to expand it.
3. Add integration
Click Add Integration. You’ll briefly see an Integrating with FreshBooks message in the configuration row, then a browser window will open.
4. Connect to Daycast
In your browser, you’ll see a prompt to connect your FreshBooks account to Daycast. (If you aren’t already logged into FreshBooks, you’ll first be prompted to do that.) Click Allow Access. FreshBooks and Daycast will sync, and you’ll get the thumbs up there in your browser.
That's it! You're all set to use FreshBooks and Daycast together. To get started, click Back to Tasks in Daycast, then click here or scroll down to continue the visual guide.
5. Add projects from FreshBooks
Click the plus icon in your Day Plan, then click the down arrow in the empty project strip. Select a FreshBooks project.
Then choose or create your corresponding task.
6. Push Time
Now simply clock into and out of tasks as you work through your day. This integration will push time logged on FreshBooks projects in Daycast to your FreshBooks account when you close your work session by clicking Finalize Day.
On the FreshBooks side, the time you push from Daycast will collect until you're ready to invoice your client.