Integrating historical data in FreshBooks into QuickBooks on-line

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  • Official comment
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    Josh

    Hi Lisa,

    Currently we're able to sync up to a year of historical data depending on the plan you sign up to. You do this by changing your 'Integrations Start Date' in your Sync Settings to the day you'd like us to start retrieving orders - this means you're able to set it back a month at first, then continue moving it back month by month as you're ready to do so. I've provided some resources to help below:

     - http://support.onesaas.com/hc/en-us/articles/203254334-Frequently-Asked-Questions-FAQ-s-#history

     - http://support.onesaas.com/hc/en-us/articles/204173274-Managing-Your-Sync-Settings

    I hope this helps! Any other questions, please let us know.

    Thanks,

    Josh

  • Avatar
    Lisa Morel-Misener

    Thanks Josh.  that is very helpful.  A few more questions for you:

    1) Are you able to import the earliest data first?  As an accountant, I believe it will be important for us to close each month in succession and properly reconcile the bank.  Can it be done this way?  It seems from what you indicate above that we would be pulling in the most recent data first, and then moving backward to historic data?

    2) Does OneSaas allow us to pull the invoicing data in FreshBooks into Quickbooks within the Accounts receivable subledger, or will it be effectively creating general journal entries and therefore not really allowing us to have an accounts receivable listing within Quickbooks by customer?

    3) Will OneSaas pull only "sent", "paid" or "autopaid" invoices into Quickbooks from FreshBooks.  That is, we do create "draft" invoices for customers who need just a little more data added to their invoices - we wouldn't want those invoices pulled in until they are final and sent.

    4) Similar to question 2), when payment is received does OneSaas allow us to effect the A/R subledger for receipts OR again does it create a General journal entry?

     

    If my questions are painfully detailed - let me know if talking to me would help.  Thanks Josh.  Really I do appreciate the opportunity to understand the product more.

     

    Lisa

  • Avatar
    Josh

    Hi Lisa,

    We'll be reaching out to you via email to answer these questions in more detail later today.

    Thanks!

    Josh

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