ExpenseBotACCOUNTING FILE WORKFLOW
ExpenseBot for FreshBooks
Create an expense CSV with FreshBooks' exact five required headers.
Start with ExpenseBotWhat is supported
- Amount, Category, Date, Description, and Merchant
- Positive expense amounts
- ExpenseBot category and merchant values
Important boundary
The file does not attach receipts or assign FreshBooks clients/projects. FreshBooks imports duplicates and sends unknown categories to Uncategorized.
First import
- Generate a date range that is not already in FreshBooks.
- Open Expenses, choose Import Expenses, then select currency and date format.
- Preview a small file and confirm every category before the full import.