Xero
- What is Soldo’s Xero integration?
- What do I need to do before setting up the Xero integration?
- How do I set up the Xero integration?
- What are Xero bank accounts and how they are used in the integration?
- Which transaction types are exported to Xero?
- Where does the transaction data go in Xero?
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?
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?
Sage
- What is the Sage bank feed?
- How do I connect Soldo to Sage?
- Which Soldo Wallets sync with Sage?
- What transactions are exported to Sage?
- How far back can I sync transactions?
- Can I exclude transactions being exported to Sage via the bank feed?