We’re excited to help streamline your audit process through a secure and seamless connection with FreshBooks. By connecting your account, you can eliminate manual audit requests 📄, saving time ⏳ and reducing hassle.
Rest assured, your data is safe with us 🔒. Audit Sight is SOC 2 Type 2 certified, ensuring the highest standards of security and privacy.
How to Connect FreshBooks to Audit Sight 🚀
Look for Our Email 📧
- Check your inbox for an email from support@auditsight.com with the subject line: Data Request and the name of the firm inviting you.
- The email will look like this:
- Important: Ensure you are using the standard version of FreshBooks (FreshBooks Classic accounts are not supported).
Click the Link 🔗
- Open the email and click on the provided link to begin the connection process.
Log In to FreshBooks 🛠️
- Use your FreshBooks credentials to log in.
Grant Access 🔒
- FreshBooks will prompt you to allow Audit Sight to access your data securely.
Complete the Connection 🎉
- Follow the on-screen prompts to finish. The entire process takes under five minutes!
Troubleshooting Guide 🛠️
Why can’t I connect?
- 🚫 Ensure you are not using FreshBooks Classic, as it is not supported.
- 🌐 Verify that your internet connection is active.
What if I receive an error message?
- 🌐 Check your internet connection and ensure your FreshBooks account is active. If the issue persists, reach out to our support team for help.
Frequently Asked Questions ❓
Will this cost me money? 💰
No, the integration is completely free for you.
How secure is my data? 🔒
We take data security seriously. Audit Sight is SOC 2 Type 2 certified, ensuring your data is protected with top-tier security and privacy standards.
What if I use FreshBooks Classic?
FreshBooks Classic is a legacy version of the platform and is not supported due to its different API.
Need Help? Contact Us! 🤝
If you have any questions or run into any issues, we’re here to help!
📧 Email: support@auditsight.com
