Integrations
Your first port of call for questions regarding our current integrations.
QuickBooks
- What is the Soldo + QuickBooks Integration?
- How to set up your Soldo-QuickBooks Integration
- How to configure your QuickBooks Integration
- Importing the Bank Feed from Soldo to QuickBooks
- What are QuickBooks Categories?
- How to add new Suppliers and Customers to QuickBooks Online and Soldo
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?