Excel Add-in for FreshBooks: Your Invoices, Expenses and FreshBooks Reports as Live Excel Tables
Excel Add-in for FreshBooks is Devart's $179.95 add-in that connects Excel for Windows to a FreshBooks account, so invoices, customers, bills, tasks and FreshBooks' own accounting reports land in worksheets you can refresh, analyse and edit. It's aimed at freelancers, small-firm bookkeepers and accountants who already do their real analysis in Excel and are tired of exporting CSV files from FreshBooks every month.
Quick facts
- Version: 3.1.70 (September 7, 2026)
- Made by: Devart
- Sign-in: FreshBooks web login (OAuth) on the current API; the deprecated Classic API with a token still works
- Runs in: Excel 2007 through 2024, Windows only
- Cost: $179.95 including a year of updates and support, then $89.95 a year if you renew; the license itself never expires
- Free trial: 30 days, 76.60 MB download after a free Devart sign-in
- Refund policy: a full refund within 30 days is possible only when a technical problem can't be solved by support
- What we checked: Devart's FreshBooks connection guide and the FreshBooks lines of the release notes, and the order page on November 14, 2026, which showed Excel Add-in for FreshBooks at $179.95 with a $89.95 renewal. We didn't sign it in to a FreshBooks account.
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Overview
FreshBooks is built for sending invoices and tracking time, not for slicing numbers. Its reports are fixed, and anything custom (profit by client per quarter, unbilled hours by project, expenses by category against budget) usually ends in an export and a pile of copy-paste. Devart's add-in replaces the export with a live link. Each FreshBooks object becomes a table you query from Excel's Devart tab, and the Refresh button brings the sheet up to date.
Devart has supported FreshBooks since August 2015 and switched its default to FreshBooks' new API in October 2018. The connector has grown a lot since: bills, bill vendors, bill lines and bill payments arrived in October 2024; accounts, credit notes, estimates, journal entries and seventeen report objects in June 2026; and team members with their billing rates in August 2026.
What You Can Reach in FreshBooks
| Area |
Examples of objects |
| Sales | Invoices, customers, estimates and estimate lines, credit notes and credit note lines, sales receipts |
| Spending | Bills, bill lines, bill vendors, bill payments |
| Time and projects | Tasks (linked to projects), team members, team member rates, project team member rates |
| Accounting | Accounts, adjustment journal entries and lines, transactions |
| Reports | Profit and Loss, Balance Sheet, Cash Flow, General Ledger, Trial Balance, Account Aging, Tax Summary, Payments Collected, Expense Details, Invoice Details and more |
FreshBooks tasks (General, Meetings, Research, E-Mail) in an Excel sheet with Edit Mode on: edited descriptions are tinted, one task is marked for deletion and a new one is about to be added. The screenshot is from an older Excel and FreshBooks account.
Features
FreshBooks reports as raw data
Excel Add-in for FreshBooks reads FreshBooks' report objects (Profit and Loss, Balance Sheet, Cash Flow, General Ledger, Trial Balance, Tax Summary and others) as tables, so the numbers arrive as cells you can chart, compare month to month or feed into your own model, not as a PDF.
Edit clients, tasks and line items in bulk
Excel Add-in for FreshBooks writes changes back. Rename tasks, mark them billable, correct customer details in bulk or add new rows, then Commit. Rollback undoes everything not yet committed.
Query Builder with relations
Excel Add-in for FreshBooks shows each object's columns and its related objects, such as a task's project, so you can filter (Billable = True), sort and pull in related columns without SQL. The SQL Query tab is there for joins and conditions the builder can't express.
The Import Data Wizard on FreshBooks' Task object: columns ticked, the ProjectId relation shown, a WHERE Billable = True filter and ORDER BY Name.
Sign in with your FreshBooks login
Excel Add-in for FreshBooks uses Web Login: you choose the company, sign in to FreshBooks in a pop-up and click Authorize. No API keys to copy. Firms with stricter rules can register their own FreshBooks app and enter its client ID and secret instead of Devart's built-in ones.
Real-World Uses
- Month-end pack: Profit and Loss, Balance Sheet and Account Aging pulled into one workbook and refreshed on the first of each month.
- Client profitability: the Invoice Details and Expense Details reports side by side in a pivot table, with team member and project rates next to them.
- Chasing payments: a sheet of open invoices with days overdue, refreshed before each round of reminder emails.
- Accountant's view: the General Ledger and Trial Balance for a client in Excel, ready for adjustments and year-end work.
- Data clean-up: fix inconsistent customer names or contact details across hundreds of records at once.
Who It's For, and Who Should Skip It
Buy it if FreshBooks is your billing system and Excel is where you think: freelancers with many clients, agencies tracking billable time, and bookkeepers serving FreshBooks users.
Skip it if FreshBooks' own reports already answer your questions, if you work on a Mac (the add-in needs Excel for Windows), or if you keep the books in QuickBooks Online or Zoho Books instead, which have their own Devart add-ins. Accountants with clients on several of these systems will save money with the $499.95 Cloud Pack.
Usage Guide
- Download and install the add-in from Devart (free account needed) with Excel closed and administrator rights.
- Start the import: Excel's Devart tab, Get Data, choose FreshBooks.
- Sign in: leave API Version on the new API, enter your company name, click Web Login, sign in to FreshBooks and click Authorize.
- Pick an object such as Invoice or ProfitAndLossReport, choose columns and filters, check the preview, import.
- Refresh whenever you need current numbers; for editable objects, use Edit Mode and Commit.
Where it falls short
- Reports are for reading. Report objects and ledgers are there to analyse; changing your accounts still happens through invoices, bills, expenses and journal entries.
- FreshBooks API changes need updates. The connector has needed fixes for datetime fields and "Duplicate entry" errors on team member rates as recently as August 2026, so keep the $89.95 renewal current.
- Classic API is on borrowed time. FreshBooks deprecated it, and Devart recommends the new API; move old workbooks over.
- Windows only, and Devart's refund covers technical faults only, not a change of mind.
What Users Say
Little feedback on the FreshBooks add-in itself
Capterra and Software Advice list "Devart Excel Add-In for FreshBooks", but reviews of Devart's add-ins are filed mostly under the family name. There, TrustRadius shows about 9.3 out of 10 from 33 reviews and ratings for "Devart Excel Add-ins", with users crediting time saved and simpler processes, while G2 reviewers of individual add-ins mention the cost of buying them separately and some setup the first time. Judge the FreshBooks connector in the 30-day trial with your own account.
Comparisons
Excel add-in vs FreshBooks' CSV and report exports
FreshBooks' exports are free and fine for an occasional look. The add-in wins when the same workbook has to be rebuilt every week or month: one click refreshes it, report data arrives as clean columns, and edits go back without a re-import.
FreshBooks add-in vs Cloud Pack
For one FreshBooks account, the $179.95 single add-in is enough. If you also use HubSpot, Shopify, QuickBooks Online or other supported apps, three add-ins ($539.85) already cost more than the $499.95 Cloud Pack.
Editions and Pricing
| Option |
Price |
Notes |
| Excel Add-in for FreshBooks, 1 year of updates | $179.95 | Default order, one user |
| Renewal | $89.95 a year | 20% more after a 3-month gap, 60% more after 12 months |
| 2 or 3 years, priority support | Shown on the order page | Picked after Buy Now |
FAQs
Does Excel Add-in for FreshBooks work with the new FreshBooks or only FreshBooks Classic?
Excel Add-in for FreshBooks works with the current FreshBooks through its new API and web login, which has been the default since 2018. It still supports the deprecated Classic API with a service URL and token for old accounts.
Can I connect to more than one FreshBooks business?
Excel Add-in for FreshBooks asks for the company name at sign-in, so you can save a separate connection for each business your login can access and keep each one's data on its own sheet.
Can I stop the FreshBooks add-in from changing anything?
Excel Add-in for FreshBooks only writes when you switch on Edit Mode and press Commit. Without that, imports and refreshes are read-only, so a reporting workbook can be shared without risk to the books.
Will my accountant need a license too?
Excel Add-in for FreshBooks is licensed per user. Your accountant can open a saved workbook as ordinary Excel data, but needs the add-in and FreshBooks access to refresh or edit it.
Do I have to give Devart my FreshBooks password?
No. Excel Add-in for FreshBooks uses FreshBooks' own sign-in page and stores an access token. You choose whether the connection details are saved in the workbook.
System Requirements
- Excel 2007, 2010, 2013, 2016, 2019, 2021 or 2024 on Windows
- .NET Framework 4.0 or newer and the Visual Studio 2010 Tools for Office Runtime
- An administrator account for installation
- A FreshBooks account and an internet connection
Conclusion
Excel Add-in for FreshBooks is worth $179.95 if you rebuild the same FreshBooks reports in Excel every month or need data FreshBooks' screens won't combine: the report objects alone, with refresh on one click, save that time quickly, and bulk editing is a bonus. It's not worth it if FreshBooks' built-in reports are enough, or if you're on a Mac. Run your month-end workbook through the 30-day trial before buying.
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