{"id":233523,"date":"2022-06-09T13:49:43","date_gmt":"2022-06-09T13:49:43","guid":{"rendered":"https:\/\/onedesk.com\/videos\/onedesk-integrate-with-freshbooks\/"},"modified":"2022-06-09T13:49:43","modified_gmt":"2022-06-09T13:49:43","slug":"onedesk-integrate-with-freshbooks","status":"publish","type":"aiovg_videos","link":"https:\/\/onedesk.com\/nl\/videos\/onedesk-integrate-with-freshbooks\/","title":{"rendered":"OneDesk – Integreren met FreshBooks"},"content":{"rendered":"

Transcriptie<\/h2>\n

OneDesk kan worden ge\u00efntegreerd met FreshBooks om facturering eenvoudiger te maken. De integratie maakt tijdregistraties en klantrecords in uw FreshBooks-account wanneer urenstaten en klanten worden aangemaakt in OneDesk. <\/span><\/p>\n

Uw OneDesk verbinden met uw FreshBooks is eenvoudig. Klik op administratie en vervolgens op integraties. Scrol omlaag naar FreshBooks en klik op de knop Verbinden. U moet autoriseren met uw accountnaam en wachtwoord. Vervolgens moet u selecteren met welk bedrijf u verbinding wilt maken. Hoewel de meesten er maar \u00e9\u00e9n zullen hebben. Als u in de toekomst uw account wilt ontkoppelen, kunt u dit doen door op Verbinding verbreken te klikken. <\/span><\/p>\n

Laten we nu eens kijken wat de integratie kan doen. Ik ga een nieuwe taak aanmaken. Ik wil deze taak ook aan een klant koppelen, zodat de klantinformatie ook naar FreshBooks wordt gepusht. Dus ik zal de klant hier als aanvrager toevoegen. Houd er rekening mee dat wanneer een klant een ticket of taak indient, deze automatisch de aanvrager is, zodat u deze stap niet hoeft uit te voeren. Vervolgens wil ik een nieuwe urenstaat voor deze taak toevoegen. Klik om een nieuwe urenstaat toe te voegen. Vul de hoeveelheid uitgevoerde werkzaamheden in. Het is belangrijk om de urenstaat als factureerbaar in te stellen om naar FreshBooks te gaan. Laten we hier wat andere informatie invullen, percentage voltooid of ook opmerkingen. Als ik dit nu indien, wordt mijn urenstaat automatisch aangemaakt in mijn FreshBooks. <\/span><\/p>\n

Laten we de urenstaat in mijn FreshBooks-account bekijken. Ik kan tijdregistratie selecteren. Hier kun je zien dat mijn nieuwe urenstaat is aangemaakt als een tijdsvermelding die ook is gekoppeld aan de klant. Als de klant nog niet bestaat in uw FreshBooks, zal OneDesk dat klantaccount automatisch naar FreshBooks pushen. In het klantentabblad van FreshBooks kunt u uw klanteninformatie zien. Terug naar onze tijdregistraties, zult u zien dat de registraties ook zijn gekoppeld aan het juiste project. Nogmaals, als dat project niet al bestond, zou het automatisch in nieuwe boeken zijn gemaakt. Kortom, de integratie zal automatisch over projecten, klanten en natuurlijk urenstaten gaan. Laat het ons weten als je vragen hebt door contact op te nemen via de live chat of op <\/span>support@onedesk.com<\/span><\/a>. Bedankt!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Transcriptie OneDesk kan worden ge\u00efntegreerd met FreshBooks om facturering eenvoudiger te maken. De integratie maakt tijdregistraties en klantrecords in uw FreshBooks-account wanneer urenstaten en klanten worden aangemaakt in OneDesk. Uw OneDesk verbinden met uw FreshBooks is eenvoudig. Klik op administratie en vervolgens op integraties. Scrol omlaag naar FreshBooks en klik op de knop Verbinden. U […]<\/p>\n","protected":false},"author":30,"comment_status":"closed","ping_status":"closed","template":"","meta":{"tpgb_global_settings":"","inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}}},"aiovg_categories":[10056],"aiovg_tags":[],"class_list":["post-233523","aiovg_videos","type-aiovg_videos","status-publish","hentry","aiovg_categories-07-integraties"],"yoast_head":"\nOneDesk-videogids - 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