How to synchronize FreshBooks with Notion

Sync FreshBooks to Notion and see all your invoices, clients, and expenses right in your Notion workspace. No more switching between apps or copying data manually.

Perfect for: solo professionals, agencies, or finance teams that use Notion for project tracking and reporting

What you'll get:

• Live financial data in your Notion pages
• Custom dashboards that update automatically
• Everything in one place for better project tracking

This guide shows you: How to connect your accounts → Set up your Notion database → Choose what to sync → Start automatic updates.

1. Prepare your data

Make sure your Notion database has the columns you need. resynced.io does not create columns automatically. You'll connect them to your FreshBooks data in the next step.

Tip: Column names don't need to match exactly (like "Phone" in Notion and "Home Phone" in FreshBooks).

2. Connect your apps

Choose FreshBooks and Notion as the platforms to sync:

1. FreshBooks: Click "Add new connection" and log in
2. Notion: Click "Add new connection" and choose your databases

Tip: Include all databases you might sync now or later.

Choose what to sync:

1. From FreshBooks: Choose Clients, Invoices, or Expenses
2. To Notion: Select which database to use

Note: New Notion databases may take 5-10 minutes to appear. Click Refresh if needed.

3. Connect your data

Match your data from FreshBooks to the columns in your Notion database:

1. Auto-mapping: Let resynced.io link similar field names
2. Manual: Choose which FreshBooks data goes into which Notion columns

Click Save and Run Sync to start. Trigger the sync manually or let it run automatically based on your preferred schedule.

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

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