FreshBooks Connector for Sage PeachtreeFreshBooks Connector for Sage Peachtree

Your Cloud DesktopYour 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

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.

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.

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.

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.

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’

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)

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

HELP Section - Gives you an overview about the FreshBooks Connector for Sage FreshBooks Connector for Sage PeachtreePeachtree.

FreshBooks Connector for Sage Peachtree – Help

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

Thank You for your Time!!

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