MineralTree Knowledge Base
Getting Started
MineralTree Basics
- Securing Vendor Profiles in MineralTree
- Search Page Reports
- MineralTree Academy
- The Document Inbox
- Sync Types
- Manage Users
Integration Guides
- NetSuite Integration Guide
- QuickBooks Desktop Integration Guide
- QuickBooks Online Integration Guide
- Microsoft Great Plains Integration Guide
- Verify Your Email Address in QuickBooks Online to Authorize the Connection
- Xero Mapping to MineralTree
Initial Sync Preparation
File Connect
Invoices
Invoice Creation
- Attach Additional Invoice Documents
- Invoice Capture Vendor-Mapping Logic
- Invoice Creation: From Invoice Capture
- Invoice Creation: Manual Entry in MineralTree
- Invoice Creation: In Accounting System
- Invoice Dates, Terms, & Due Dates
Invoice Management
- Deleting Invoices in MineralTree and Your Accounting System
- Invoice Details Dashboard
- Invoice History
- Invoice Details Overview
- Invoice Auto-Posting
- Copy Coding