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Configure An Account To Push Documents To FreshBooks

Once you have connected your Hubdoc account to your FreshBooks account, it is time to configure your Hubdoc connections to push new bills to Freshbooks. 

1. Login to Hubdoc.

2. Navigate to Manage Accounts.

3. Select the account which you want to push to Freshbooks.

4. Click on the link to the individual account. In the example below, Comcast, account XXXXXXXXXXXX4192. 

5. Click on the 'Send to FreshBooks' check box. 

6. Select the Category and Client which have been pulled from your FreshBooks Chart of Category and Client lists. 

7. Select 'Save'

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