Want to quickly get your FreshBooks and IAC-EZ accounts set up and working together, like it was kismet?
This entertaining video will show you how. Handcrafted by IAC-EZ and FreshBooks user, Ali Rowan, it explains how to link the two systems, the various options that exist and everything you need to know to make sure that your IAC-EZ account and FreshBooks account play nicely together.
You’ve probably heard of the term ‘Web 2.0′ – it’s a style and methodology of doing business on the web today. And to understand it, you need to consider its unnamed predecessor, which I will call ‘Web 1.0′. (Of course, we never actually called it ‘Web 1.0′ when we were using it).
Web 1.0 was all about putting stuff online that was once offline. So you ended up with lots of websites that could be viewed for information. Web 2.0 is all about interaction, collaboration, and communication. Think: FaceBook and Squidoo and Blogs and YouTube – and that’s just the beginning. At IAC-EZ, we’ve adopted that mentality with our long wishlist of great collaborative opportunities we’re pursuing. And our flagship collaboration is a powerful integration function with our friends over at FreshBooks.
FreshBooks is a leading, trusted web-based tool for invoicing and time tracking. It really is THE go-to site for entrepreneurs, small business owners, and freelancers who need to keep track of the hours they spend on a project and then need to bill for their time. (If you don’t have an account there, visit FreshBooks.com and check them out. Their service is great and they make time tracking and invoicing really easy. (Or ‘EZ’… which is what makes us such a great team).
But even with great services like FreshBooks for invoicing and IAC-EZ for bookkeeping, small business owners might find that jumping from one account to the other can feel like an extra step.
IAC Professionals and Becker Web Solutions (one of our web developers) have a close association with FreshBooks, so we’re proud to be able to introduce this premiere service: We’ve partnered with FreshBooks to enable your IAC-EZ account and your FreshBooks account to communicate with each other! Invoices created in FreshBooks appear in your IAC-EZ account so you can keep track of where your revenue has come from (and who hasn’t paid their bills yet).
Here’s an example of how it works: Let’s say you’ve done some work for a client and you send them a FreshBooks invoice for $100.00. When you log into your IAC-EZ account, the syncing process begins and your receivable account is credited with a $100.00 charge that is waiting to be settled. When the customer pays, FreshBooks updates IAC-EZ, adding $100.00 to your income and clearing off $100.00 from your receivables list.
Sounds easy, doesn’t it? Especially when you consider that you get that simple bookkeeping functionality with no extra work on your part!
It’s simple to set up and completely automated once you’ve set it up. Here’s how to do it:
First, go to your FreshBooks account and get your API URL and Authentication Token:
Click on your white ‘My Account’ link in the top right corner.
Click on your ‘Freshbooks API’ sub-tab on the top right.
Click the checkbox next to ‘Yes, I agree to the API terms of service.’
Your ‘API URL’ and ‘Authentication Token’ will become visible on your screen.
Second, go to your IAC-EZ account to input that information.
From the Headquarters page, view ‘Account Information’.
Click on ‘Company Preferences.’
Then scroll down to the bottom of the page and you’ll see the FreshBooks integration fields:
Simply fill in the API URL and authentication token that you’ll get from FreshBooks. The integration is set up! That’s all you have to do. Now give it a few minutes to synchronize (or a bit longer, if you have a lot of information).
This communication makes it even easier for freelancers and entrepreneurs… and it makes IAC-EZ an obvious choice for users of FreshBooks who want to make sure that all the various ’silos’ of effort (from invoicing in FreshBooks to account settlement in IAC-EZ) are working together. It’s faster, it eliminates error, and it makes any entrepreneur’s job that much easier.
Imagine spending more of your valuable time and resources on growing your business instead of administrative work; imagine focusing your energy on your customers instead of on your bookkeeping; imagine making better business decisions based on more accurate information rather than on estimates and guesswork. IAC-EZ helps you to run your business more efficiently and profitably with our easy-to-use bookkeeping interface that does all the hard work for you! Save time, money and effort while you grow your business. Meet the team, take the tour, and sign up for your free trial.
