SherpaDesk and Integration

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We've Made It Easy To Sync Your FreshBooks Customers' Account Data with SherpaDesk

FreshBooks is the #1 accounting software in the cloud, designed exclusively for freelancers and growing service-based business owners. Automate invoicing, organize expenses, track time and accept credit cards online with just a few clicks. FreshBooks helps you grow your business, gets you paid 2x faster and keeps you and your team organized, efficient and collaborative.

Start A Free 30-day FreshBooks Trial Today.

SherpaDesk_FreshBook

 


 

Key Features

1

One-Click Mapping

SherpaDesk makes it easy to sync time, staff payments and invoices by allowing you to map data on the fly.

2

Easily Add Time and Expenses

Technicians are able to easily add time, expenses and travel in SherpaDesk over email, on their mobile app or via the web so that nothing falls through the cracks.

3

FreshBooks & FreshBooks Classic

SherpaDesk supports both the older, classic version of FreshBooks, and the updated version: FreshBooks New.

4

Create Multiple Rate Plans
and Support Packs

Multiple rate plans can be added to accommodate different billing structures. Fixed plan pricing, tech based pricing, task based pricing and hour roll overs make SherpaDesk perfect for professionals who need flexibility managing their customer’s billing.

How To Integrate
SherpaDesk&FreshBook

 

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SherpaDesk Simplifies Your FreshBooks Integration

 

Sync

Full Invoice Sync

SherpaDesk allows you to sync and send entire invoices to FreshBooks. It’s as easy as clicking on the icon and waiting for it to turn green!

invoiced

 

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Map Data on the Fly

SherpaDesk allows you to map your customer data on the fly. When pushing time over to FreshBooks you are able to either map or build your customers and task type.

time-freshbook

 

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Add Time Sync

SherpaDesk enables technicians to easily add billable time, expenses and travel in SherpaDesk and get it synced to FreshBooks over email, the mobile app or via the desktop app, so nothing is ever missed.

Full Invoice Sync

 


 

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SherpaDesk is Affordable with Straightforward Pricing

SherpaDesk’s pricing is not hidden and we don’t require you to talk to a salesperson for a demo first before you get a quote. The first tech license is always free and then for each additional agent it’s $39/month. This includes remote management, mobile device access, FreshBooks integration and no initiation fees or annual commitment.

 


 

About FreshBooks

FreshBooks is the #1 accounting software in the cloud built for small business owners and agencies.

 

1

FreshBooks makes creating professional looking invoices for your business ridiculously easy. It’s simple to create and customize your invoice, add your logo and personalize your thank you email. Your clients will be wowed.

2

Run your business on the go. With the FreshBooks mobile app, you'll easily stay connected with your clients and be able to take care of your accounting anywhere – from coffee shop to mountaintop.

3

Get paid faster. Accept Credit Cards right on your invoices. No more chasing clients for checks or waiting in the line at the bank.

4

FreshBooks Accounting ensures your business decisions are based on actual business data and insights. Learn the costs of running your business, and confidently forecast your earnings.