TablesCData Excel Add-In for FreshBooks 2019 - Build 19.0.7354
The add-in models the data in FreshBooks into a list of tables that can be queried using standard SQL statements.
Generally, querying FreshBooks tables is the same as querying a table in a relational database. Sometimes there are special cases, for example, including a certain column in the WHERE clause might be required to get data for certain columns in the table. This is typically needed for situations where a separate request must be made for each row to get certain columns. These types of situations are clearly documented at the top of the table page linked below.
CData Excel Add-In for FreshBooks 2019 Tables
|Clients||A client in the new FreshBooks is a resource representing an entity you send invoices to.|
|Estimates||Estimates in FreshBooks provides Owners and Clients a way to agree and negotiate on the price and scope of work before it commences.|
|Expenses||Expenses are used to track expenditures your business incurs.|
|Invoices||Invoices in FreshBooks are what gets sent to Clients, detailing specific goods or services performed or provided by the Administrator of their System, and the amount that Client owes to the Admin.|
|Items||Items are stored from invoice lines to make invoicing easier in the future.|
|Payments||Payments are a record of the payments made on your invoices.|
|Staff||Staff are your employees. Staff created via this endpoint are only Accounting representations of the staff members of your business, for the purpose of ownership of invoices, expenses, etc. To create staff members for actual use please use the Staff Invitation flow in the new FreshBooks' web interface.|