How to synchronize FreshBooks with monday.com

7 min read
Guide

Connect your invoices, clients, and expenses from FreshBooks directly to your monday.com boards. No more copying data between apps.

What you get:

  • New FreshBooks entries automatically create monday.com items
  • Invoice amounts and expenses sync to your project budgets
  • Financial deadlines show up in your project timelines
  • Everything stays updated without manual work

Perfect for: Teams that manage projects in monday.com but handle billing in FreshBooks.

1. Prepare your data

  1. Prepare your data

Make sure your board has the columns you need. You'll connect them to FreshBooks data in the next step.

Tip:

  • Column names don't need to match exactly (like "Phone" in monday.com and "Home Phone" in FreshBooks)
  • For dropdown/status columns, add all the options you might need

2. Connect your apps

Choose what to sync:

  1. From FreshBooks: Pick Clients, Invoices, or Expenses
  2. To monday.com: Select your workspace and board where the data should go

3. Connect your data

Match your FreshBooks data to monday.com columns:

  1. Auto-map: Let the app match similar field names
  2. Manual: Choose which data in FreshBooks goes to the correct column on your monday.com board.

Important: Data only flows from FreshBooks to monday.com (one-way only).

Click Save and Run to start. Updates occur automatically every 10 minutes or when triggered manually.

Ready to automate your financial reports? Connect FreshBooks to monday.com and keep your financial info updated automatically.

Start your free 14-day trial — no credit card needed.

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