To begin, follow the link to a free 15-day trial of The Connector and click “Get It Now”.

Please read the terms & conditions and check the agree box. Click Install.

You should get a confirmation the installation completed.

• Go to Setup → Customize → Users → Page Layout
• Select the Page Layout that you would like to add access to FreshBooks
• Drag and drop the two FreshBooks API fields onto the page layout.

• Go to Setup → Customize → Accounts → Page Layout
• Select the Page Layout that you would like to add access to FreshBooks
• Using the enhanced page layout editor, select the “Visualforce Pages” link from the top left menu bar
• Drag and drop a new section anywhere below the Account Information. Use the following as the section settings:

• Drag and drop the FreshBooks Account Page from the Visualforce Pages section and set these settings:

Save the page. Now navigate to any Account detail page (with a profile that is assigned to the page layout) you will see the FreshBooks Visualforce page.

Add the Visualforce pages by following the same steps above for the Contact and Opportunity page layouts.

Go to Setup→Create→Tabs and click the New button the Visualforce Tabs section and adjust the settings like so:

Click Next. Now choose which existing applications where you'd like to add the new tab and click Save. You can always change this setting later.