Excel Add-In for FreshBooks

Giới Thiệu · Excel Add-In for FreshBooks

The FreshBooks Excel Add-In is a powerful tool that allows you to connect with live data from FreshBooks, directly from Microsoft Excel. Use Excel to read, write, and update FreshBooks Customers, Transactions, Invoices, Sales Receipts, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more! Users simply supply their credentials via the connection wizard to create a connection and can immediately begin working with live FreshBooks Accounting tables of data. *Key Features: -Completely self-contained; no additional software installation is required. -The Excel Add-In for FreshBooks is integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click. -Modify and delete Records. -Quickly export and backup data. -Operate on data with Charts and Pivot Tables. *Easy-To-Use, Straightforward Configuration: 1-Install the Add-In 2-Login with User & Password 3-Select Tables Installing any of the Excel Add-Ins creates a new CData data access toolbar in Excel that users can access to connect to remote data. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection. Once the data connection is configured, just specify the table and the Excel Add-In will populate a new Excel sheet with live FreshBooks Accounting Data.