FreshBooks Connector for Sage Peachtree
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Transcript of FreshBooks Connector for Sage Peachtree
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FreshBooks Connector for Sage PeachtreeFreshBooks Connector for Sage Peachtree
Your Cloud DesktopYour Cloud Desktop
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FCSP - Key Points
Supports Peachtree 2008 to the latest 2012
Creates ‘General Journal Entries’ in Peachtree
Synchronizes Invoices/Payments in one click.
Control your Accounts in a better way.
oAuth Support
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Settings Wizard: Settings Wizard: Simple five steps to configure the FCSP Application. First enter your FreshBooks Sub domain and Log on with FreshBooks credentials.
FCSP – Settings Wizard
With ‘Log Once’ feature log into FreshBooks through FCSP once
and go on Synchronizing FreshBooks Invoices/Payments
there after.
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Synchronization Dates: Synchronization Dates: Set these to the date from which Invoices/Payments are to be synchronized.
FCSP – Synchronization Dates
The default date on ‘Synchronization Settings’
screen is the current installation date.
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Peachtree Settings: Peachtree Settings: Screen to configure your Peachtree system with the FCSP Application. Clicking on ‘Save & Continue’ will open selected Peachtree Company.
FCSP – Peachtree Settings
FCSP needs Peachtree to be running in background.
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Accounts Settings: Accounts Settings: This workspace displays important accounts from Sage Peachtree and allows configuration of these accounts.
FCSP – Accounts Settings
By default, the system will retrieve and display default accounts set in
Sage Peachtree.
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Tax Settings: Tax Settings: Tax Information will be fetched from FreshBooks automatically. Assign accounts to respective taxes.
FCSP – Accounts Settings
If tax is applicable for your business. Check ‘Enable Tax
Settings’
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FreshBooks Invoices FreshBooks Invoices - Click on Get Invoices button to get a list of invoices from FreshBooks to be synchronized into Peachtree. The Sync Invoices will sync them to Peachtree using the FCSP Application.
FCSP – FreshBooks Invoices
Get invoices will get list of invoices after date/time as mentioned in ‘Synchronize FreshBooks Invoices From’ (including deleted invoices)
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FreshBooks Payments FreshBooks Payments - Click on Get Payments button to get a list of payments from FreshBooks to be synchronized into Peachtree. The Sync Payments will sync them to Peachtree using the FCSP Application.
FCSP – FreshBooks Payments
Get payments will get list of payments after ‘Last Payment Sync Date’Note : Currently Deleted Payments are not Sync’ed
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HELP Section - Gives you an overview about the FreshBooks Connector for Sage FreshBooks Connector for Sage PeachtreePeachtree.
FreshBooks Connector for Sage Peachtree – Help
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Invoices from FreshBooks
New Invoice (Type Item/Time Entry) Edited Invoice Deleted Invoice
Payments from FreshBooks
In Full In Part Advance from Customer Apply Credit
Others Discounts Taxes Late Fees Compound Taxes
FCSP – Peachtree General Journal Entries
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