FreshBooks Integration Support Guide for Auditors ✨
1. Overview of Integration
Audit Sight integrates directly with Freshbooks to streamline audits, eliminating up to 17 manual reports 📄 by verifying accounting data directly from the source. This integration ensures secure connections, accuracy, and significant time savings.
2. Data Availability 📊
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Data Pulled:
- Transaction details
- Financial statements
- Customer and Vendor Activities including AR and AP Aging data
- Default Data Range: Last 36 months of data.
3. Connection Requirements 🛠️
- FreshBooks Standard Accounts: Clients must use the standard version of FreshBooks to establish the connection.
- Clients will need their FreshBooks login credentials and must be the Business Owner
- FreshBooks Classic is a legacy version of the platform and is not supported
4. How to Guide Your Client Through the Process 🚀
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Look for Our Email 📧
- The client should check their inbox for an email from support@auditsight.com with the subject line: Data Request.
- This email will include details about the requesting firm and instructions for connecting FreshBooks.
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Click the Link 🔗
- The client clicks the link in the email to begin the connection process.
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Log In to FreshBooks 🛠️
- The client logs in using their FreshBooks credentials.
- Ensure the client is not using FreshBooks Classic, as it is not supported.
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Grant Access 🔒
- FreshBooks will prompt the client to authorize Audit Sight to access their data securely.
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Complete the Connection 🎉
- Once access is granted, the connection will be established.
5. Template Email to Send to Your Client 📧
Subject: Action Required: FreshBooks Connection for Your Audit
Hi [Client Name],
To streamline the audit process, we need your help connecting your FreshBooks account with Audit Sight. This secure integration eliminates manual requests and reduces the back-and-forth involved in providing audit documentation.
Next Steps:
- Check your inbox for an email from support@auditsight.com with the subject line: Action Required: Data Request from (Your Firm Name).
- Open the email and click the link to begin the connection process.
- Log in to FreshBooks using your credentials.
- Follow the prompts to grant Audit Sight access.
Important: Audit Sight only supports the standard version of FreshBooks. If you’re using FreshBooks Classic, please reach out to us for alternative options.
Your data’s security is our top priority 🔒. Audit Sight is SOC 2 Type 2 certified, ensuring that all information is handled with the highest standards of security and privacy.
If you have any questions or encounter issues, don’t hesitate to reach out.
Best regards,
[Your Name]
[Your Position]
[Your Contact Information]
6. Common Issues and Troubleshooting Tips 🛠️
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Why can’t my client connect?
- 🚫 Ensure the client is not using FreshBooks Classic, as it is not supported.
- 🌐 Verify that the client’s internet connection is active.
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What if the connection fails?
- Have the client retry the process using the original link.
- Ensure their FreshBooks account is active and in good standing.
7. FAQs ❓
Will this cost my client money? 💰
No, this integration is completely free for your client.
How secure is the integration? 🔒
Audit Sight is SOC 2 Type 2 certified, ensuring secure data handling.
What if my client uses FreshBooks Classic?
FreshBooks Classic is a legacy version of FreshBooks and is not supported due to its different API.
