Import PDF Invoices into FreshBooks
— No Manual Entry
Manually entering supplier invoices into FreshBooks wastes hours every week — and every keystroke is a chance for a typo. SkipEntry reads any invoice PDF, extracts every field you need, and exports a FreshBooks-ready expense import CSV in seconds.
No credit card required. 100 pages free.
How SkipEntry + FreshBooks Works
Upload PDFs
Drag and drop supplier invoice PDFs — single files or batches of 50+. Digital or scanned, any format, any vendor.
AI extracts data
Vendor name, invoice number, dates, line items, tax, currency, and totals — all extracted. Review and correct any field in seconds.
Download FreshBooks import file
Export a CSV formatted for FreshBooks' expense import workflow. Upload it directly into FreshBooks — no reformatting required.
What Gets Extracted
Every field FreshBooks needs to record an expense — pulled directly from the PDF.
| Field | Example |
|---|---|
| Vendor Name | Apex Office Supplies Inc. |
| Invoice Number | AOS-2024-00471 |
| Invoice Date | 11/20/2024 |
| Due Date | 12/20/2024 |
| Line Items (description) | Printer paper, box of 10 reams |
| Line Items (qty / rate / amount) | 2 × $38.50 = $77.00 |
| Subtotal | $77.00 |
| Tax Amount | $10.01 (13% HST) |
| Total Amount | $87.01 |
Every extraction is math-validated: line items must sum to subtotal; subtotal + tax must equal total. Discrepancies are flagged before export.
FreshBooks Expense Import Format
SkipEntry exports a CSV that maps directly to FreshBooks' expense import columns. Open FreshBooks, go to Expenses → Import Expenses, and upload the file — no header editing, no column reordering. Dates are formatted MM/DD/YYYY as required by FreshBooks.
| FreshBooks Column | What It Holds |
|---|---|
| Vendor | Supplier name from the invoice |
| Invoice Number | Invoice number from the PDF |
| Date | Invoice date (MM/DD/YYYY) |
| Due Date | Payment due date (MM/DD/YYYY) |
| Description | Line item description text |
| Quantity | Quantity from the line item |
| Unit Cost | Unit price / rate |
| Amount | Line item total |
| Tax | Tax amount or percentage |
| Currency | Invoice currency code — USD, CAD, GBP, EUR, AUD, etc. |
Multi-Currency Support
FreshBooks supports multiple currencies for expenses. SkipEntry detects the invoice currency automatically — so you get the right currency code in your import file without having to check each invoice manually.
- ✓USD — United States Dollar
- ✓CAD — Canadian Dollar
- ✓GBP — British Pound Sterling
- ✓EUR — Euro
- ✓AUD — Australian Dollar
- ✓NZD, SGD, HKD, CHF, and more
Currency is detected from the invoice itself — symbol, ISO code, or contextual clues. The correct code is written directly into the FreshBooks import file.