MineralTree Knowledge Base
Getting Started
MineralTree Basics
- Not receiving your 2FA code?
- Two-factor authentication (2FA) FAQs
- Search Page Reports
- MineralTree Academy
- The Document Inbox
- Sync Types
Integration Guides
- NetSuite Integration Guide
- QuickBooks Desktop Integration Guide
- QuickBooks Online Integration Guide
- Microsoft Great Plains Integration Guide
- NetSuite Mapping to MineralTree
- Intacct Integration Guide
Initial Sync Preparation
File Based Connector
Universal Connector
- What is the Universal Connector?
- Prepare for UC Integration
- Engaging Resources for the Universal Connector
- SSH Public and Private Keys for FBC
- Download and Connect to SFTP Application
- Prepare UC Data Templates
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
- Invoice History
- Review & Edit Invoice Details
- Invoice Auto-Posting
- Copy Coding
- Expense Allocations
- Review Multiple Invoices
Invoice Approval
Purchase Orders
Troubleshooting
Synchronization Troubleshooting
Resolve Common Issues
- Not Receiving Email Notifications
- Documents won't display citing "The content is blocked. Contact the site owner to fix the issue"
- Restart the QuickBooks Desktop Connector
- How To View Vendor Information
- Reset password
- MineralTree Shows "Connected" But Not Syncing