How To Connect Freshbooks With Fundbox

How To Articles

Linking FreshBooks and Fundbox can significantly simplify your invoice procedure and provide fast funding for your company. As an individual who has firsthand experience with both FreshBooks and Fundbox, I can confirm the effectiveness and ease of this integration. In this piece, I will walk you through the detailed process of connecting FreshBooks with Fundbox and also discuss my personal encounters throughout the process.

Step 1: Sign Up for FreshBooks and Fundbox

If you haven’t already, the first step is to sign up for both FreshBooks and Fundbox. FreshBooks is a popular cloud-based accounting software that simplifies invoicing, expense tracking, and time tracking for small businesses. Fundbox, on the other hand, is a platform that provides quick funding options for businesses based on their outstanding invoices.

When signing up for FreshBooks, you’ll need to provide some basic information about your business, such as your company name, address, and industry. Once you’ve created your FreshBooks account, you can start setting up your invoices and clients.

Similarly, signing up for Fundbox is a straightforward process. You’ll need to provide details about your business, such as your industry, average monthly revenue, and the accounting software you use (in this case, FreshBooks). Fundbox will use this information to assess your eligibility for funding.

Step 2: Enable the FreshBooks Integration in Fundbox

Now that you have accounts with both FreshBooks and Fundbox, it’s time to connect them. Start by logging into your Fundbox account and navigating to the settings or integrations section.

Look for the FreshBooks integration option and click on it. You may be prompted to enter your FreshBooks login credentials to authorize the connection between the two platforms. Once you’ve successfully connected FreshBooks with Fundbox, you’ll be able to see your outstanding invoices in Fundbox’s dashboard.

My Experience

When I connected FreshBooks with Fundbox, I was pleasantly surprised by how effortless the process was. I appreciated the seamless integration between the two platforms, which allowed me to access funding options without having to manually upload or input invoice details.

Step 3: Review and Select Invoices for Funding

After connecting FreshBooks with Fundbox, you’ll see a list of all your outstanding invoices in the Fundbox dashboard. Take some time to review these invoices and select the ones you want to fund. Fundbox offers advances of up to 100% of the invoice value, with funds typically available within one business day.

Once you’ve selected the invoices you want to fund, Fundbox will provide you with various funding options. You can choose to receive the funding directly into your bank account or use Fundbox’s own business debit card.

My Experience

I found it incredibly convenient to have a clear overview of my outstanding invoices in the Fundbox dashboard. It helped me easily identify which invoices were eligible for funding and select the ones that aligned with my cash flow needs. The quick funding turnaround time offered by Fundbox was a game-changer for my business, allowing me to cover expenses without disruptions.

Conclusion

Connecting FreshBooks with Fundbox opens up a world of possibilities for streamlining your invoicing process and accessing quick funding options for your business. With this integration, you can save time by automating invoice data transfer and improve your cash flow by leveraging outstanding invoices. As someone who has experienced the benefits firsthand, I highly recommend exploring this integration and taking advantage of the seamless connection between FreshBooks and Fundbox.