Freshbooks guide

Software Setup

To acquire your own FreshBooks instance, we suggest creating a FreshBooks account and signing up for a free trial.

FreshBooks does not provide any sample data, but comes with a default accounting setup that you can use to create transactions.

Rutter does not provide any FreshBooks instances.

Developer Account Setup

Login to FreshBooks Developer dashboard

1. Login to FreshBooks Developer with your FreshBooks credentials.
2. Click Create New App at the top right.
3. Add Application Name, Application Type (public) and website url.
4. Add all read and write scopes, or the specific scopes needed for your application. Below are some examples of scopes that have been added.
5. Enter https://production.rutterapi.com/freshbooks/proxy/redirect-url as the redirect uri.
6. After saving, the app should now be under the All apps page.
7. Go to the app that you just created and get the Client ID and the Client Secret. Save these for the next part.

Share your Client Id and Client Secret with Rutter

1. Log in to the Rutter Dashboard.
2. Navigate to Platforms → Accounting and click on FreshBooks.
3. Enter your app’s Client ID and Client Secret from the previous step in the FreshBooks configuration page.

Connect to your FreshBooks app

1. Log in to the Rutter Dashboard.
2. Navigate to Connections and click on Create New Connection in the top right.
3. Copy the Shareable URL.
4. This url will open up the auth flow.
5. Click Continue and select FreshBooks as your platform.
6. Click FreshBooks and then click Connect FreshBooks.
7. You should be redirected to a login page for FreshBooks. Enter your credentials and click Log in.
8. Click on Allow access.
9. You should be redirected to a page indicating a successful connection.