Setting up a third-party login for FreshBooks gives your Bench bookkeeping team view-only access to your FreshBooks Merchant Portal. This allows your bookkeeper to download payout reports and transaction details on your behalf so you don't have to manually pull and upload them each month.

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What You'll Need

• A FreshBooks Merchant account
• An email address provided by your bookkeeper

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1. Log in to your FreshBooks account

2. In the left-hand menu, click on ‘Team Members’

3. Click the 'Add Team Member' button in the top right

4. Enter the following information:

First Name: Bench

Last Name: Accounting

Email: thirdpartylogins@bench.co

5. Save the team member

6. In the Team Members section, select the new team member and click Invite.

7. Under the ‘Roles & Permissions’ heading, select ‘Accountant (free)’

8. Click Save and Close to send the invitation.

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Please message your bookkeeper to let them know this has been completed, as the email invite link is not a monitored email.

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Once your bookkeeper confirms access, they'll be able to pull your Braintree reports directly, no action needed from you going forward. If anything changes with your Braintree account (such as a password update or a change in permissions), let your bookkeeper know so they can adjust accordingly

I'm not sure what to use for the email address.Replace your.business.name with your actual business name, no spaces. For example, if your business is Maple Goods, the email would be thirdpartylogins+maple.goods@bench.co. Your bookkeeper can confirm the exact format.

FreshBooks - Inviting and managing team members
FreshBooks - Permissions

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