ExpenseBot creates a FreshBooks expense CSV with the five headers FreshBooks requires: Amount, Category, Date, Description, and Merchant.
In FreshBooks, open Expenses → More Actions → Import Expenses, choose the file's currency and matching date format, and review the preview. Categories must already exist in FreshBooks; an unknown category imports as Uncategorized.
FreshBooks imports every row and does not remove duplicates. Generate a date range that is not already in FreshBooks and test a small file first. This file workflow does not attach receipt images or assign FreshBooks clients and projects.
🔗 Learn more: ExpenseBot for FreshBooks