Custom Template Export
- What is the Custom Template Export feature?
- How does the Custom Template Export template work?
- What are the benefits of the Custom Template Export feature?
- How can I create a custom template?
- Can I edit or delete a custom template?
- How can I download a report?
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
- How do I connect Soldo to the QuickBooks bank feed?
- Which Soldo wallets connect with the bank feed?
NetSuite
- What is Soldo’s NetSuite Integration?
- How does the NetSuite integration work and where is my data stored?
- How to 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 Bank feed
- What is the Sage bank feed?
- How do I enable Sage bank feed?
- 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?
Sage Business Cloud Accounting
- Which Sage plans is this integration available for?
- Which Soldo customers is the Sage Accounting integration available to?
- Should I have anything set up in my Sage account before I enable the integration?
- How do I set up the Sage Accounting integration?
- Is spend data exported as purchase invoices or other payments?
- What categories in lists sync with Soldo from Sage Accounting?
Exact Online
DATEV
- What is Soldo DATEV integration?
- What do I need to do before using the DATEV integration?
- What transactions can I export to DATEV?
- How will the transactions and attachments appear in DATEV?
- How do I export Soldo transactions to DATEV?
- Which fields are exported to DATEV?
SAP Concur
- What is the Soldo and SAP Concur integration?
- What are the benefits of this integration?
- What do I need to know before setting up this integration?
- What do I need to do before setting up this integration?
- How do I set up this integration?
- What transactions can I export to SAP Concur?