Frequently Asked Questions

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.

This automatic expense importing feature is available to users located in Canada, US, United Kingdom and Australia.

Choosing a bank and importing expenses takes around 10-15 minutes - click here to get started.

 


Or you can click any of these links below to get started and troubleshoot your Bank Connections:

 

Note: The automatic expense importing is made possible by a third party connector, Yodlee. We work closely with Yodlee to mitigate any issues that occur, but we recommend checking on your Bank Connections and your Expenses regularly to ensure everything is running smoothly. 

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