FreshBooks + Square Integrations
How to connect FreshBooks + Square
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AccountRequired
Select the Business for which you would like to look for a new client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like look for a new expense
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to look for a New Client.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Select the Business for which you would like to look for a New Filtered Invoice.
StatusRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Select the Business for which you would like to look for a New Payment.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Select the Business for which you would like to look for a New Staff Member.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Select the Business for which you would like look for a new expense
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to Add a Payment to an Invoice.
AmountRequired
Date
Invoice IDRequired
Payment Type
Defaults to "Check" if left blank.
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Create an Estimate.
CustomerRequired
Create DateRequired
Date estimate was created, YYYY-MM-DD format.
Estimate Number
User specified and visible estimate ID. Maximum length of 10 characters.
Organization
Name of organization being estimated.
First Name
First name of client on estimate.
Last Name
Last name of client on estimate.
Visibility State
Discount Value
Currency Code
Three-letter currency code for estimate.
Language
Two-letter language code, e.g. "en".
Terms
Address
First line of address on estimate.
PO Number
Post office box number for address on estimate.
Street
Street 2
City
Province
Zip Code
Country
Estimate
Associated estimate number. 0 if none.
Sent ID
User ID of the user who sent the estimate, typically 1 for admin.
Value Added Tax Name
Value Added Tax Number
Notes
Name
Name for the estimate line item(s). To add multiple line items,
Description
Description for the estimate line item(s).
Type
Type for estimate line item, 0 for normal estimate line.
Quantity
Quantity of the estimate line unit, multiplied against the unit cost.
Unit Cost Amount
Unit cost amount, to two decimal places.
Unit Cost Code
Three-letter currency code.
Tax Name 1
Name for the first tax on the estimate line.
Tax Amount 1
First tax amount, in percentage, up to 3 decimal places.
Tax Name 2
Name for the second tax on the estimate line.
Tax Amount 2
Second tax amount, in percentage, up to 3 decimal places.
Send to Customer?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Create an Invoice.
ClientRequired
Currency Code
Like USD, CAD, etc.
Date of Issue
Please choose a date for this invoice. If left blank, the current date will be used.
Days Due From Issue
Adds days to date of issue to set due date. If left blank, the due date will be the same as the date of issue.
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Active Payment Gateway
Notes
Invoice Paid?
Is this invoice paid.
Terms
Discount Amount
Percent amount being discounted from the subtotal, decimal-string amount ranging from 0 to 100.
Discount Description
Public note about discount.
Invoice Number
PO Number
Reference number for address on invoice.
Language
Two-letter language code, e.g. "en".
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Create an Invoice.
AmountRequired
String amount of the income, to two decimal places.
Amount CodeRequired
Three-letter currency code for amount.
Category NameRequired
AmountRequired
Amount of the tax, to two decimal places.
NameRequired
Name of the tax.
Date
The date the income was received, YYYY-MM-DD format.
Note
Payment Type
Optional type of payment made. "Check", "Credit", "Cash", etc.
Source
E.g. Shopify, Etsy, Farmers' Market
Visibility State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to create a recurring invoice.
ClientRequired
Currency Code
Like USD, CAD, etc.
Date of Issue
Please choose a date for this invoice. If left blank, the current date will be used.
Days Due From Issue
Adds days to date of issue to set due date. If left blank, the due date will be the same as the date of issue.
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Active Payment Gateway
Notes
Terms
Discount Amount
Percent amount being discounted from the subtotal, decimal-string amount ranging from 0 to 100.
Discount Description
Public note about discount.
Invoice Number
PO Number
Reference number for address on invoice.
Language
Two-letter language code, e.g. "en".
FrequencyRequired
How often to send the invoice.
Is Infinite?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Send an Estimate.
Email RecipientsRequired
Email BodyRequired
Notice this field takes plain-text only.
Email SubjectRequired
EstimateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Create a Client.
Create if Client Does Not ExsistRequired
Select Yes if you would like to create the client if they do not exist in the system.
EmailRequired
First Name
Home Phone
Language
Last Name
Mobile Phone
Notes
Organization
Primary City
Primary Country
Primary State
Primary Street 1
Primary Street 2
Primary Zip Code
VAT Name
VAT Number
Work Phone
Currency Code
Quantity
Unit Cost
Description
Credit Note Create Date
The date the credit note is created for.
Credit Note Credit Type
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Find a Customer.
Search FieldRequired
Choose a field to search upon.
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Select the Business for which you would like to Create a Client.
Search FieldRequired
Choose a field to search upon.
Search ValueRequired
EmailRequired
First Name
Home Phone
Language
Last Name
Notes
Organization
Primary City
Primary Country
Primary State
Primary Street 1
Primary Street 2
Primary Zip Code
VAT Name
VAT Number
Work Phone
Currency Code
Quantity
Unit Cost
Description
Credit Note Create Date
The date the credit note is created for.
Credit Note Credit Type
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Appointment
Triggers when a new appointment is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLocationRequired
Only Active locations listed.
Order Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCustomer IDRequired
GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Inventory Change TypeRequired
Use Adjustment for the normal lifecycle of buying/selling goods. Use Physical Count when a manual count reflects a new inventory amount - item(s) must be In Stock to use this type.
LocationRequired
Only Active locations listed.
Catalog ObjectRequired
QuantityRequired
The number of items affected by the adjustment or physical transfer. Can support up to 5 digits after the decimal point.
Ignore unchanged counts
If True, a physical count update will be ignored if it doesn't change the quantity. Defaults to True.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Only Active locations listed.
Order IDRequired
The order must be open to create an invoice (Must select a location first).
Customer IDRequired
The customer who receives the invoice. This customer data is displayed on the invoice and used by Square to deliver the invoice.
Accepted Payment MethodsRequired
Payment due dateRequired
Tipping enabled
Invoice title
Invoice number
A user-friendly invoice number that is displayed on the invoice. The value is unique within a location. If not provided when creating an invoice, Square assigns a value.
Description
Max length: 65536 characters.
Delivery methodRequired
The delivery method used to send the invoice, reminders, and receipts to the customer. For invoices with automatic payments, this field must be set to
Email.Scheduled at
Date of sale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PaymentRequired
A completed payment to apply the refund (Your account must have at least one completed payment to set this Action).
Refund amount
Amount in the lowest monetary value (in the US, this is cents). If left blank, the refund will be issued for the original full payment amount.
Reason
A description of the reason for the refund.
Team member
An optional team member to associate with this refund
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Help Text
An invoice can only be sent when certain conditions are met. For an example, the order in the invoice cannot be associated with another invoice. The customer of the invoice recipient must have either an email address or phone number. If the invoice is set to be delivered via email, the customer must have an email address on file
LocationRequired
Only Active locations listed.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Square are located here https://docs.connect.squareup.com/api/connect/v2
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field Help
If all the below fields are empty, the most recently created appointment service will be returned.
Text Filter
This will return appointment service variations that include this text in their name, description, or abbreviation.
Location
Select a location that offers the service. Only Active locations listed.
ActionThis is an event a Zap performs.SearchFind existing data in your appField Help
If all the below fields are empty, the most recently created customer will be returned. If more than one customer is found, the most recently created customer will be returned. If more than one field is used, a customer must match all fields.
Email Address
Phone Number
Phone number must be in E164 format with a leading + sign and country code. For example, +12061112222 or +0012061112222.
Reference ID
An optional second ID you can set to associate the customer with an entity in another system.
First Name
Last Name
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Any other info you want to note about this customer.
Company
Nickname
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
AccountRequired
Select the Business for which you would like look for a new expense
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to look for a new invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to look for a New Expense.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Select the Business for which you would like to look for a New Invoice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Select the Business for which you would like to Add a Payment to an Invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to look for a new payment.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like look for a new expense
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to Add a Payment to an Invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to Create a Client.
EmailRequired
First Name
Home Phone
Language
Last Name
Notes
Organization
Primary City
Primary Country
Primary State
Primary Street 1
Primary Street 2
Primary Zip Code
VAT Name
VAT Number
Work Phone
Currency Code
Quantity
Unit Cost
Description
Credit Note Create Date
The date the credit note is created for.
Credit Note Credit Type
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Create an Expense.
AmountRequired
CategoryRequired
Client
Date
Notes
Staff MemberRequired
Tax1 Amount
Tax1 amount for expense. If used Tax1 Name and Tax Currency are required. If used with Tax1 Percent Tax1 Amount will not be used in favor of Tax1 Percent
Tax1 Percent
Tax1 percent for expense. If used Tax1 Name and Tax Currency are required. If used with Tax1 Amount Tax1 Percent will be used to calculate amount
Tax1 Name
Required if there is a Tax1 Amount
Tax2 Amount
Tax amount for expense. If used Tax2 Name and Tax Currency are required. If used with Tax2 Percent Tax2 Amount will not be used in favor of Tax2 Percent
Tax2 Name
Required if there is a Tax2 Amount
Tax2 Percent
Tax2 percent for expense. If used Tax2 Name and Tax Currency are required. If used with Tax2 Amount Tax2 Percent will be used to calculate amount
Compounded Tax
Required if Tax2 is used, is Tax2 a compound tax?
Currency
Vendor
Duplicate Estimate?
Account Name
Transaction Id
Invoice Id
Status
Bank Name
External System ID
Has Receipt?
Background Job ID?
External Invoice ID
Markup Percent
Note of percent to mark expense up.
Project
Profile ID
Visibility State
Account System ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Create an Invoice PDF.
InvoiceRequired
Select the Invoice for which you would like to create a PDF.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Create a Project.
TitleRequired
Due Date
Project Type
Fixed Price
Fixed price used for flat rate projects
Rate
Hourly rate for hourly projects.
Budget
Active
Complete
Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Create an Expense.
Project
Task
Started AtRequired
Created At
DurationRequired
Duration of the time entry in seconds. Decimal values will result in an error
Is LoggedRequired
Internal?
Client IDRequired
Billed?
Billable?
Active?
Pending Client
Pending Project
Pending Task
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Send an Invoice.
Email Body
Notice this field takes plain-text only.
Email SubjectRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Update an Invoice.
ClientRequired
This will only be used if Create if Invoice Does Not Exist is yes.
Create if Invoice Does Not ExistRequired
Select Yes if you would like to create the invoice if it does not exist in the system.
Append Line Items on UpdateRequired
Select Yes if you would like to append line items on update. Default is to replace line items on update
Currency Code
Like USD, CAD, etc.
Date of Issue
Days Due From Issue
Adds days to assigned date to set due date. Due date will be the date of issue if left blank.
Invoice NumberRequired
Enter the full invoice number.
Language
Estimate
Active Payment Gateway
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Notes
PO Number
Terms
Discount Amount
Discount Description
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Find an invoice.
Search FieldRequired
Choose a field to search upon.
Search ValueRequired
If you are searching by "Invoice Number" please include all prepending zeros. For example, instead of entering "10", you'd need to enter "0000010".
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Select the Business for which you would like to Create an Invoice.
Search FieldRequired
Choose a field to search upon.
Search ValueRequired
If you are searching by "Invoice Number" please include all prepending zeros. For example, instead of entering "10", you'd need to enter "0000010".
ClientRequired
Currency Code
Like USD, CAD, etc.
Date of Issue
Please choose a date for this invoice. If left blank, the current date will be used.
Days Due From Issue
Adds days to date of issue to set due date. If left blank, the due date will be the same as the date of issue.
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Active Payment Gateway
Notes
Invoice Paid?
Is this invoice paid.
Terms
Discount Amount
Percent amount being discounted from the subtotal, decimal-string amount ranging from 0 to 100.
Discount Description
Public note about discount.
Invoice Number
PO Number
Reference number for address on invoice.
Language
Two-letter language code, e.g. "en".
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLocationRequired
Only Active locations listed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLocation
Only Active locations listed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLocationRequired
Only Active locations listed.
Team Member IDRequired
The team member must be bookable for the service that will be part of the new appointment.
Customer IDRequired
The customer to receive the service provided by the assigned or selected team member.
Date and Time of AppointmentRequired
Example: "Next Saturday at noon." The appointment will be booked for the first available time slot within 32 days of this date.
Appointment Service IDRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email Address
Phone Number
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Any other info you want to note about this customer.
Company
Nickname
Reference Id
An optional second ID you can set to associate the customer with an entity in another system.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Customer ID
Provide either this field or Display Name.
External Identifier
Reference to associate an entity in another system with this order.
Buyer Email Address
Used to notify the buyer of payment.
Payment TypeRequired
The type of external payment received. Currently only external payments are supported.
Payment Note
An optional note to be included with the payment of the order.
QuantityRequired
AmountRequired
Amount in the lowest monetary value (in the US, this is cents).
CurrencyRequired
Line Item Name
Either Line Item Name or Catalog Item Variation ID is required.
Catalog Item Variation ID
Either Line Item Name or Catalog Item Variation ID is required.
Pickup
Only Shipment orders are supported at this time.
Display Name
Provide either this field or Customer ID.
Carrier
Expected Ship Date/Time
Shipping Note
Fulfillment Email Address
Phone number of the fulfillment recipient
Address Line 1
Address Line 2
State
County
Country
City
Postal Code
Discount Type
Choose a discount type to enter discount details.
Name
Required if including discounts
Percentage
Required if Fixed Percentage was selected above.
Amount Discounted
Required if Fixed Amount was selected above. Amount in the lowest monetary value (in the US, this is cents).
Discount Currency
Required if Fixed Amount was selected above.
Name
Required if a tax is included
Percentage
Required if a tax is included
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
First Name
Last Name
Email Address
Phone Number
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Any other info you want to note about this customer.
Company
Nickname
Reference ID
An optional second ID you can set to associate the customer with an entity in another system.
Birthday
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field Help
If all the below fields are empty, the most recently created customer will be returned. If more than one customer is found, the most recently created customer will be returned. If more than one field is used, a customer must match all fields.
Email Address
Phone Number
Phone number must be in E164 format with a leading + sign and country code. For example, +12061112222 or +0012061112222.
Reference ID
ActionThis is an event a Zap performs.SearchFind existing data in your appLocationRequired
Only Active locations listed.
Field Help
If all the below fields are empty, the most recently created order will be returned.
Customer
Fulfillment State
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appLocationRequired
Only Active locations listed.
Field Help
If all the below fields are empty, the most recently created order will be returned.
Customer
Fulfillment State
Status
Customer ID
External Identifier
Source
Ticket Name
Must be 30 characters or less
Quantity
Required if line items are added
Amount
Required if line items are added
Currency
Required if line items are added
Catalog Item Variation ID
Note
Unique Identifier
Must contain only alphanumeric characters, dots, underscores, and hyphens.
Amount Discounted
Required if discounts are included unless a percent is specified below
Amount Discounted Currency
Required if an amount is specified above
Name
Required if including discounts
Percentage
Required if discounts are included unless an above amount is specified
Type
Unique Identifier
Must contain only letters, numbers, dots, underscores, and hyphens.
Name
Required if a tax is included
Percentage
Required if a tax is included
Type
Unique Identifier
Must contain only alphanumeric characters, dots, underscores, and hyphens.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
How FreshBooks + Square Integrations Work
- Step 1: Authenticate FreshBooks and Square.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Square Tutorials
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