Accounting
Connect FreshBooks
Connect FreshBooks to sync invoices and payment status from accepted quotes.
Overview
FreshBooks + TackQuote
TackQuote's FreshBooks integration connects your B2B quoting workflow directly to FreshBooks Cloud Accounting. When a buyer accepts a quote, TackQuote automatically creates a corresponding FreshBooks invoice with exact line items, amounts, and currency formatting. Client records are matched to prevent duplicates.
Connect your FreshBooks account via OAuth 2.0 to automate invoice generation for accepted quotes.
Before you start
What you'll need
- FreshBooks Account (Plus, Premium, or Select plan)
- TackQuote Admin privileges
Setup
How to connect FreshBooks
Authorize FreshBooks
Click Connect to authorize TackQuote to access your FreshBooks organization via OAuth 2.0.Accept a Quote
When a customer accepts a quote, TackQuote pushes the line items to FreshBooks.Invoice Generated
A FreshBooks invoice is issued and ready for customer payment.
Capabilities
What you get
Invoice Creation
An accepted quote creates a matching FreshBooks invoice with line items, taxes and buyer details carried across.
Payment Tracking
Track FreshBooks invoice payment state directly within TackQuote dashboard.
Customer Matching
Buyers are matched to existing FreshBooks clients to maintain a clean ledger.
FAQ
FreshBooks questions
How do I connect FreshBooks to TackQuote?
Navigate to Connections -> Accounting -> FreshBooks and click Connect to authorize via OAuth 2.0.
Are line items and taxes mapped to FreshBooks?
Yes, each quote line item, quantity, unit price, and currency is accurately mapped to the FreshBooks invoice.