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FreshBooks overview

Summary view of the FreshBooks connection flow and available support

What happens to my data?

To learn more about the technology employed to access your data and how it's used, check How we use your data.

Your financial institution has requested to view, create or modify your business's financial data via your FreshBooks account. This is needed to deliver financial services to you. You will follow a secure connection flow to establish a digital link to your FreshBooks account.

Check your software plan or version​

If you need to check the plan or version of the accounting software you are using, follow these steps in FreshBooks:

  1. Log in to your FreshBooks account.
  2. Click on your profile picture or initials in the top right corner.
  3. In the menu, select Billing and Upgrade.
  4. Go to Manage Plan to view your plan and version details.