FreshBooks Integration Guide

Connect to FreshBooks

1. Go to Payroll Plus – Accounting.
2. Click “Register.”
3. In the dropdown for accounting solution, select “FreshBooks.”
4. Check the box, “Yes, I want to register my company for Accounting Integration.” Click the “Save Changes” button.
5. In the popup, click “Ok” to be taken to the website for FreshBooks. Log in to your FreshBooks account.
6. You’ll be directed back to the SurePayroll website. You will be prompted to select the specific organization you would like to export your data payroll to if you have multiple organizations linked to your FreshBooks account.
7. When the registration is done, you’ll be presented with your next steps to import your accounting information.

Importing

1. Click the “Begin Setup Process” button.
2. Next, you’ll need to import your accounting information by clicking on the “Import” button.
3. If the import is successful, you’ll see a success banner at the top of the page and a list of what has been imported.
4. Click on “Assign Accounts to Payroll Categories” near the top of the page.
5. Use the dropdown to assign each earning and expense to an account in the Earnings & Expenses section.
6. Click “Next.”
7. Use the dropdown to assign each deduction and liability to an account in the Deduction & Liability section.
8. Click “Next.”
9. Use the dropdown to assign each tax and expense to an account in the Taxes & Expenses section.
10. Click “Next.”
11. You’re all set!

If you need to review your account assignments, click on the “Assigned Accounts” link.