Audit Sight’s direct FreshBooks connector has been retired. You can still provide FreshBooks data through file exports and uploads.
Request and upload accounting data
- Confirm the company, required reports, and date range with your client. Requirements depend on the workpapers being prepared.
- Export the general ledger and trial balance for the requested period from FreshBooks. Include other supporting reports requested for the engagement.
- Upload supported accounting exports to the correct client and entity, or use Audit Sight’s accounting templates.
- Review any processing or completeness issues and provide missing files or periods as needed.
Banking data
Bank connections are also retired. Provide PDF bank statements, supported CSV or Excel bank transaction exports, or the Audit Sight banking template separately.
Refreshing data
To include later activity, provide updated exports covering the required period. FreshBooks data does not refresh through a direct connection.
QuickBooks Online remains available as a direct accounting connection. QuickBooks Desktop is supported through a backup (.QBB) upload and conversion.
For help with report requirements or uploads, contact support@auditsight.com.
