Integrations
Your first port of call for questions regarding our current integrations.
NetSuite
- What is Soldo’s NetSuite Integration?
- How does the NetSuite integration work and where is my data stored?
- How do I enable NetSuite to support the integration?
- What do I need to know before setting up the NetSuite integration?
- Which permissions does the integration user/role need to have?
- How do I set up the NetSuite integration?
QuickBooks
- What is the Soldo + QuickBooks Integration?
- How to set up your Soldo-QuickBooks Integration
- How to export transactions to QuickBooks
- How to configure your QuickBooks Integration
- Importing the Bank Feed from Soldo to QuickBooks
- What are QuickBooks Categories?
Xero
- Where does the transaction data go in Xero?
- What do I need to do before setting up the Xero integration?
- How do I start setting up the Xero integration?
- Do I need to click on “Get Bank Feeds” in Xero for the integration to work?
- What bank accounts should I connect to Soldo for the Xero integration?
- How can I ensure that my company’s employees attach receipts to their transactions?