In this tutorial, you’ll learn how to automatically sync your FreshBooks data to Google Sheets using Zapier to streamline your business reporting.
- Log in to your Zapier account and select Create Zap.
- Click Trigger and search for FreshBooks.
- Select FreshBooks as your Trigger.
- Select New Invoice (or New Expense if tracking costs).
- Click Continue.
- Select which account to use before continuing.
- Click Test Trigger to run a quick test to confirm everything connects properly.
- Select which record to use before clicking Continue with selected record.
- Select Google Sheets as the action app.
- Select Create Spreadsheet Row.
- Click Continue.
- Select which drive to use, the spreadsheet, and your preferred worksheet.
- Click Continue after completing the field.
- Click the Test step button at the bottom right of the mapping screen.
- In the lower right corner, click the Publish button to activate the sync.
