How to Connect Bank Accounts to FreshBooks

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In this tutorial, we’ll walk you through how to connect your bank account in FreshBooks step by step. Learn how to link your bank securely, import transactions automatically, and start managing your expenses more efficiently.

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1. Log in to your FreshBooks account, and from the bottom left side of your dashboard, click Bank Connections.
2. Click the Connect a Bank button.
3. Verify that you're not a robot by checking the box to continue.
4. Select which bank you want to connect with FreshBooks.
5. Enter your banking credentials.‍
6. Click the Submit button to connect your bank to FreshBooks.