FreshBooks Connector for Sage Peachtree Your Cloud Desktop

FCSP - Key Points Supports Peachtree 2008 to the latest 2012 Creates ‘General Journal Entries’ in Peachtree Synchronizes Invoices/Payments in one click. Control your Accounts in a better way. oAuth Support

 Settings Wizard:  Settings Wizard: Simple five steps to configure the FCSP Application. First enter your FreshBooks Sub domain and Log on with FreshBooks credentials. FCSP – Settings Wizard With ‘Log Once’ feature log into FreshBooks through FCSP once and go on Synchronizing FreshBooks Invoices/Payments there after.

 Synchronization Dates:  Synchronization Dates: Set these to the date from which Invoices/Payments are to be synchronized. FCSP – Synchronization Dates The default date on ‘Synchronization Settings’ screen is the current installation date.

 Peachtree Settings:  Peachtree Settings: Screen to configure your Peachtree system with the FCSP Application. Clicking on ‘Save & Continue’ will open selected Peachtree Company. FCSP – Peachtree Settings FCSP needs Peachtree to be running in background.

 Accounts Settings:  Accounts Settings: This workspace displays important accounts from Sage Peachtree and allows configuration of these accounts. FCSP – Accounts Settings By default, the system will retrieve and display default accounts set in Sage Peachtree.

 Tax Settings:  Tax Settings: Tax Information will be fetched from FreshBooks automatically. Assign accounts to respective taxes. FCSP – Accounts Settings If tax is applicable for your business. Check ‘Enable Tax Settings’

 FreshBooks Invoices  FreshBooks Invoices - Click on Get Invoices button to get a list of invoices from FreshBooks to be synchronized into Peachtree. The Sync Invoices will sync them to Peachtree using the FCSP Application. FCSP – FreshBooks Invoices Get invoices will get list of invoices after date/time as mentioned in ‘Synchronize FreshBooks Invoices From’ (including deleted invoices)

 FreshBooks Payments  FreshBooks Payments - Click on Get Payments button to get a list of payments from FreshBooks to be synchronized into Peachtree. The Sync Payments will sync them to Peachtree using the FCSP Application. FCSP – FreshBooks Payments Get payments will get list of payments after ‘Last Payment Sync Date’ Note : Currently Deleted Payments are not Sync’ed

FreshBooks Connector for Sage Peachtree  HELP Section - Gives you an overview about the FreshBooks Connector for Sage Peachtree. FreshBooks Connector for Sage Peachtree – Help

Invoices from FreshBooks  New Invoice (Type Item/Time Entry)  Edited Invoice  Deleted Invoice Payments from FreshBooks  In Full  In Part  Advance from Customer  Apply Credit Others  Discounts  Taxes  Late Fees  Compound Taxes FCSP – Peachtree General Journal Entries

Thank You for your Time!! Visit us at or us at Blogs – SageCRM : | Sage MAS ERP : Follow us on