Integration with FreeAgent

There are two methods of connecting to FreeAgent

  • Via the FreeAgent Accountants Dashboard
  • Direct Connection: creates a link directly from each client to a FreeAgent account by entering the account email and password

If you are connected to the FreeAgent dashboard then direct connection is not possible.

Connecting via the FreeAgent Accountants Dashboard

Click on the “connections” icon found on the far right of the menu bar

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A new window opens, select the FreeAgent tab, and click on the Connect to FreeAgent button

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Enter your email address and password for FreeAgent, a window opens for you to approve the connection to Taxfiler for accountants to access your data

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Once approved you will have a list of all your FreeAgent accounts.

Creating a new client by importing from FreeAgent

Select CLIENTS from the main menu

Click on Create new client, and click on Import client from… button

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Select FreeAgent

Select the client from the list of clients in FreeAgent, and click on the create button

Linking or unlinking from the Connections tab for the Client

From within the client select the connections tab, and click on the connect button

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Select FreeAgent and select the client you wish to connect to

Confirm your selection

Once connected the connections tab will show that the client is linked to FreeAgent. Should you no longer want the link you can unlink it from this

Linking or unlinking from the Trial Balance screen.

From within the clients account, select Accounts tab

Click on the + new set of accounts, or click on the accounts if they have already been created

Create the accounts if not already done so

Click on the Trial balance tab

Click on the Fetch TB from FreeAgent button

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Should you no longer want the link you can unlink it from this screen.

Disconnecting from your FreeAgent Accountants Dashboard

Click on the “connections” icon on the right, select FreeAgent and select Disconnect

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Direct link to FreeAgent not using the Agents dashboard

Please not that you cannot use this method if you are linked via the agents dashboard.

Creating a new client by importing from FreeAgent

Select CLIENTS from the main menu

Click on Create new client, and click on Import client from… button

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Select FreeAgent

Enter your email address and password

Approve the connection to FreeAgent

Add a unique client code

Click on the Create button to save the information imported from FreeAgent

Linking or unlinking from the Connections tab for the Client

From within the client select the connections tab, and click on the connect button

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Select FreeAgent

Enter your email address and password

Approve the connection to FreeAgent

Once connected the connections tab will show that the client is linked to FreeAgent. Should you no longer want the link you can unlink it from this screen

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Linking or unlinking from the Trial Balance screen.

From within the clients account, select Accounts tab

Click on the + new set of accounts, or click on the accounts if they have already been created

Create the accounts if not already done so

Select the Trial balance tab

Click on the connect button

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Select FreeAgent

Enter your email address and password

Approve the connection

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Click on Fetch TB from FreeAgent

Should you no longer want the link you can unlink it from this screen