Instructions for Connecting Your FreshBooks Account

Step 1: Access your FreshBooks Account

  1. Login in to your FreshBooks Account.
  2. Click on the Dashboard section.

Step 2: Invite Jenfi as a User

  1. Click on the Invite button.
  2. Select Accountant.
  3. dd@jenfi.com
    Type in this email address into the To: field.
  4. Then click Send Invitation.

Jenfi will receive limited access of your FreshBooks Account upon accepting the invitation email.

Visit FreshBooks Support if you need further assistance with your account.