ExpenseCloud

Bring your credit-card expenses into FreshBooks!

Integrating with ExpenseCloud makes perfect sense when you need a quick and easy way to enter expenses from your credit card into FreshBooks.  It also lets you easily assign the expenses to your FreshBooks projects and clients. If you have a scan of that expense in ExpenseCloud, you can pull that into FreshBooks, and post it to the invoice! With the ExpenseCloud mobile app, you can also submit your expenses on the go directly into your FreshBooks account.

How it Works

Run an expense report in ExpenseCloud, choose to send it to FreshBooks, assign clients and projects if you’d like, and then send away!  It’s that easy.  Receipts that have been scanned will be displayed as links in the notes of your expenses, which can be passed on to your invoice.  Perfect when your client wants to see the receipts.

ExpenseCloud - summed up

ExpenseCloud is a great tool for small businesses looking for a simple way to manage their expenses, and keep track of their credit card transactions. It gives you access to over 4000 types of credit and debit cards, downloading your transactions nightly. You can also manually enter your own expenses, and append receipt images from your computer, or through the free iPhone app. From there, email out an expense report for approval, or send it directly to your FreshBooks account.

Getting Started

Here's how to make it all happen. If you don't already have an ExpenseCloud account, you'll need to grab one by clicking on the Get Started link at the top of this page. The integration only works with the Pro Level account so you'll need to sign up for that one.

Once you have your ExpenseCloud account, take the following steps to setup the integration:

1. Login to your ExpenseCloud account.
2. Go to Settings Tab > My Settings > Reports.
3. Select the Setup link underneath FreshBooks.
4. Enter your FreshBooks email, API URL and Authentication Token from your FreshBooks account, and click the Save button.

You should now be setup to send your expense reports to FreshBooks.

• How do I import ExpenseCloud expenses into FreshBooks?
• How do I include a link to my expense receipts?
• What if I have multiple staff submitting expenses?
• Additional Resources

How do I import ExpenseCloud expenses into FreshBooks?

You can import expenses into FreshBooks by submitting an expense report from ExpenseCloud. You will need to create expenses and an expense report before doing so. Take the following steps to import expenses into FreshBooks:

1. In ExpenseCloud, create an expense report from your expenses.
2. In the Reports section, click on the expense report you want to submit.
3. In the 'Submitted reports are sent to:' drop-down, select FreshBooks.
4. Click the Submit button to finalize the report and send your expenses to FreshBooks.

How do I include a link to my expense receipts?

Links to your receipt images are automatically included in the notes of your FreshBooks expenses. These links are included whenever you add a receipt image to an expense in ExpenseCloud, and import that expense into FreshBooks.

What if I have multiple staff submitting expenses?

ExpenseCloud accounts are designed for a single user. If you have multiple staff recording their expenses, they will each need an ExpenseCloud account. Each of these ExpenseCloud accounts can be tied to their respective staff tokens in FreshBooks, or you could tie them all to a single token, meaning the expenses would only show up in one account, and under a single user in FreshBooks.

Additional Resources

Where can I find my API URL and Authentication Token?
Learn how to create expense reports in ExpenseCloud

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