How to connect Billdr to FreeAgent for MTD: step-by-step
6 min read
If you want digital records handled in Billdr and quarterly MTD updates submitted through FreeAgent, this guide is for you. It covers connect billdr freeagent mtd setup end to end.
Step 1: check if FreeAgent is free with your bank
Many tradespeople can get FreeAgent included with NatWest, RBS, Ulster Bank, or Mettle accounts (eligibility rules apply). Check your bank offers before paying separately.
Step 2: create or access your FreeAgent account
If you already have an account, confirm company details are correct. If new, complete setup basics first so sync lands in the right place.
Step 3: connect from Billdr settings
- Open Billdr settings.
- Tap Connect FreeAgent.
- Authorise access in FreeAgent.
- Return to Billdr and confirm connected status.
Step 4: understand what syncs
- Invoices (including paid updates).
- Expenses with categories and VAT details where relevant.
- Mileage logs for allowable travel records.
Once connected, your day-to-day data entry stays in Billdr, while FreeAgent remains your filing route for MTD obligations.
Common troubleshooting
- Connection expired: reconnect in settings.
- Missing customer mapping: refresh and retry sync.
- Unexpected VAT values: verify your VAT scheme in profile.
For VAT setup itself, see VAT for sole trader tradespeople. For complete handover, see accountant pack one-click export.
Try Billdr free for 30 days — no card required. Use code 3MONTHSFREE for 3 months free when you continue. Start at billdr.co.uk/signup.