How to integrate FreeAgent with Online Check Writer?

How to integrate FreeAgent with Online Check Writer?

  1. Login to Online Check Writer and select Apps.
  2. Click FreeAgent and click Connect.
  3. Click on Continue.
  4. Select FreeAgent Production from the drop-down menu.
  5. Click on Submit.
  6. Then click Open Window.
  7. Sign in to your FreeAgent account using the credentials.
  8. Click Approve.
  9. Click on Continue.


To import bills from FreeAgent, 

  1. Go to Bill / To Pay from the side panel.
  2. Click Import Bills and select FreeAgent.
  3. Choose the company and update Import Settings: select Time Span and Download Filter.
  4. Click Start Importing.

 

To import invoices from FreeAgent, 

  1. Go to Invoice in the Receivables bar.
  2. Click Import Invoices and select FreeAgent.
  3. Choose the company and update Import Settings: select Time Span and Download Filter.
  4. Click Start Importing.

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