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Accounting

FreeAgent integration

TradeBooked pushes your customers and invoices straight into FreeAgent, so your accounts stay current without you re-typing a thing. Run the job, and the paperwork is already there, open and carrying your job reference for the payment to be matched against.

Pro and AutopilotOne-way syncListed on FreeAgent(opens in a new tab)
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Just need a one-off invoice? Make one free with our invoice generator, no account needed.

No double entry

Raise an invoice once, in TradeBooked. It appears in FreeAgent automatically. No copy-paste, no month-end catch-up.

CIS shown on the invoice

The contractor deduction crosses at the rate you used, as a deduction line on the FreeAgent invoice, so the figures match the invoice your customer holds.

Your accountant stays happy

They get clean, categorised invoice data in the tool they already use, instead of a shoebox of receipts.

What syncs

The specifics, so you know exactly what to expect.

  • Customers created, or matched to an existing FreeAgent contact by email
  • Invoices with line items and VAT (0%, 5%, 20%)
  • CIS deductions at 20% or 30%, shown as a deduction line on the invoice
  • Your job reference on the invoice, so the payment can be matched to it. Bank transfers match from your feed, card payments once you connect Stripe to FreeAgent

Setting it up

  1. 1Open Settings, then Integrations, and connect FreeAgent.
  2. 2Log in and approve access.
  3. 3Pick the income category your sales should land in.
  4. 4Send an invoice in TradeBooked, and it appears in FreeAgent.
  5. 5If you take card payments, connect your Stripe account to FreeAgent too, so those payments and their fees reach your books.

Frequently asked questions

Does it sync both ways?
No. TradeBooked pushes to FreeAgent one way. Edits you make inside FreeAgent stay in FreeAgent, so there is one source of truth for the job and one for the books.
Does the FreeAgent invoice get marked paid?
Not by us. The invoice lands in FreeAgent open, carrying your job reference, and the money settles it from whichever account it arrives in. A bank transfer shows up on your bank feed quoting that reference, so FreeAgent can match it and you settle the invoice in a couple of clicks. Card payments settle the same way once you connect your Stripe account to FreeAgent, which also books the Stripe fees for you. Cash has no feed to match against, so that one stays manual.
I take card payments. Is there anything else to set up?
Connect your Stripe account to FreeAgent as well, from inside FreeAgent. That brings each card payment into your books with the fee accounted for, and your job reference is on every charge so you can match it to the right invoice. Worth doing whether or not you use TradeBooked, because nothing else will book those fees for you.
What if a job is paid but I never sent an invoice?
It still syncs. However the money came in, once the job is paid it reaches FreeAgent as an invoice with your job reference on it, ready for the payment to be matched against.
Which plans include it?
The FreeAgent integration is available on Pro and Autopilot.

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10-day free trial. No credit card. No commission. UK trades only* (for now).

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