Move FreshBooks records into Google Sheets
A commenter used Comet to copy five years of FreshBooks data into Google Sheets when the built-in export tools fell short.
- What they did
- They connected Perplexity Comet to a FreshBooks account and had it transfer five years of account records into Google Sheets. The browser agent also checked its own work while the person did other tasks. They said they also relied on it to get around support pages on unfamiliar websites.
- How it went
- They said the process was very useful for people who spend a lot of time working online. The main problem was that FreshBooks did not offer exports that were good enough on their own.
- Tips
- Use a browser agent when a site’s export options are too limited. Ask it to verify the copied rows against the source before you rely on the sheet.
Try it yourself with Perplexity Comet
Open my FreshBooks account, and I’ll take care of any login or 2FA prompts. Copy [invoices/expenses/clients/other records] from [start year] through [end year] into a Google Sheet named [sheet name], using separate tabs for each type and clear headers. After the transfer, check the sheet against FreshBooks and report the row counts for each tab. Pause and ask before making any changes that would send, delete, or submit data. Do not alter anything in FreshBooks.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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