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FreshBooks Connector for Sage Peachtree

FreshBooks Connector for Sage Peachtree. Your Cloud Desktop. 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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FreshBooks Connector for Sage Peachtree

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  1. FreshBooks Connector for Sage Peachtree Your Cloud Desktop

  2. 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

  3. FCSP – Settings Wizard With ‘Log Once’ feature log into FreshBooks through FCSP once and go on Synchronizing FreshBooks Invoices/Payments there after. • Settings Wizard: Simple five steps to configure the FCSP Application. First enter your FreshBooks Sub domain and Log on with FreshBooks credentials.

  4. FCSP – Synchronization Dates The default date on ‘Synchronization Settings’ screen is the current installation date. • Synchronization Dates: Set these to the date from which Invoices/Payments are to be synchronized.

  5. FCSP – Peachtree Settings FCSP needs Peachtree to be running in background. • Peachtree Settings: Screen to configure your Peachtree system with the FCSP Application. Clicking on ‘Save & Continue’ will open selected Peachtree Company.

  6. FCSP – Accounts Settings By default, the system will retrieve and display default accounts set in Sage Peachtree. • Accounts Settings: This workspace displays important accounts from Sage Peachtree and allows configuration of these accounts.

  7. FCSP – Accounts Settings • Tax Settings: Tax Information will be fetched from FreshBooks automatically. Assign accounts to respective taxes. If tax is applicable for your business. Check ‘Enable Tax Settings’

  8. FCSP – 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. Get invoices will get list of invoices after date/time as mentioned in ‘Synchronize FreshBooks Invoices From’ (including deleted invoices)

  9. FCSP – 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. Get payments will get list of payments after ‘Last Payment Sync Date’ Note : Currently Deleted Payments are not Sync’ed

  10. FreshBooks Connector for Sage Peachtree – Help • HELP Section - Gives you an overview about the FreshBooks Connector for Sage Peachtree.

  11. FCSP – Peachtree General Journal Entries • 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

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