How can I import Expenses from my bank account?
FreshBooks provides the ability for you to attach your credit card, bank account, and PayPal account for automatic expense importing every day. Expenses from your connected accounts are automatically created for you so you can say goodbye to manual entry work.
Automatic expense importing is done via our third party connectors Plaid and Yodlee which supports Canada, Netherlands, United Kingdom, United States and Australia banks as well as some banks in other countries. Depending on where you are located and which banks you'd like to connect to, you may only see Plaid or Yodlee in your account:
|For United Kingdom, France, Ireland, Netherlands, and Spain users only||For worldwide users (except UK, France, Ireland, Netherlands, and Spain)|