QuickBooks

What is Sheet Director?

Sheet Director is a G Suite add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho etc.


It is available in the G Suite Marketplace and Chrome Web Store. Please check Installation instructions to install the add-on.

What is FreshBooks?

FreshBooks is an accounting software package, Freshbooks offer cloud-based accounting applications that send invoices to clients to bill for time and expertise.

Use Case(s)

> Pull all the data from FreshBooks objects and store it into a Spreadsheet

FreshBooks

Sheet Director

Google Sheets

Setting up FreshBooks into Sheet Director

Choose App and Service:

  • Select FreshBooks from the list of applications.
  • Select service as Query.
  • Switch on Run Automatically if the queries needs to be executed in regular intervals.

FreshBooks Configuration

  • Click on connect to FreshBooks to connect to FreshBooks so that you can pull data.
  • If FreshBooks is connected successfully the following screen appears.
  • Select the required application.
  • Select the source as required.
  • Select the object as required.
  • Select the Filters as required.
  • Filters include fields, matches, value.
  • Select the maximum result that is required.
  • Select the destination sheet to save the data or create a new sheet by clicking the Add new icon.

Sample Output