Michael:

Since you ask,

On 2022-05-17 7:16 a.m., Michael or Penny Novack wrote:
… These [business system] components would communicate to each other, send "feeds" of "transactions" to each other…. One of the BIG decisions when putting pieces together is where are the best places for the division of labor. So I will ask Jim, have you carefully considered that "right place" because this can have a huge affect on the amount of "duplicate work".…

The answer to your question is "no". I have not carefully considered the "right place" for a FreshBooks-GnuCash integration.

I imagine that FreshBooks sets its scope by what it thinks will make profitable business for its target market: small businesses with no internal financial app development. That led it to start with invoicing, expand to time tracking, then later to accounting, and recently to API-level integration with other apps. I imagine that GnuCash sets its scope by what the volunteers contributing to it judge to be sensible and achievable given the resources available. It seems that led them to start with bookkeeping, and put a toe into the water of invoicing. I use each of them because it is expedient. I don't imagine that it is easy to turn these two apps into modules of a coherent architecture of the sort you describe.

I don't know more about FreshBooks besides it being able to do hours invoicing and accounting but you want the main accounting to be in gnucash. But in deciding the dividing point, maybe you want more of the accounting in FreshBooks and less in gnucash. In other words, move SUMMARY data from FreshBooks to gnucash, not each transaction. Jim, in the old days one of the simplifications of bookkeeping was "cashbook accounting" where the majority of transactions were entered directly into a journal-less mini-ledger and then once every so often (daily, weekly, quarterly, etc.) a normal transaction transferring the TOTALS (of this mini -ledger) to the main books. Meanwhile any transactions that didn't qualify for the "cashbook" were entered normally into the main books. So if in the period, the number of transactions entered into the cashbook was C and the number entered directly into the main books was M, the number of transactions entered into the main books would be M+1 instead of M+C << when this method was used, it was because C was ten times to a hundred times larger than M >>

Could something like this help your work flow?

Well, I understand that this can be a solution to some sets of problems in general, but it is not the solution I prefer to my personal situation. I don't have many invoices, so the effort of duplicate data entry is low, and the savings from a software integration between Freshbooks and GnuCash is low. I see value in having the main accounting in GnuCash, because that way my data is under my control even after I stop paying Freshbooks their annual feed, and because it is simpler to generate reports when my data is all in one place. So maybe the answer to your question is "yes". Duplication of invoice data entry is the "right place" for my manual "integration".

My primary goal in starting this thread was to make other users of both FreshBooks and GnuCash aware of a new potential for ad hoc integration in their workflows. I just used my workflow as an example. But, if someone happens to have an integration which I can re-use, I am happy to know about it.

Best regards,
     —Jim DeLaHunt


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