Getting Started

MineralTree Basics

• Not receiving your 2FA code?
• Two-factor authentication (2FA) FAQs
• Search Page Reports
• MineralTree Academy
• The Document Inbox
• Sync Types

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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

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Initial Sync Preparation

• NetSuite: Configure Your ERP For Sync
• Sage Intacct: Sync Preparation
• QuickBooks Desktop: Sync Steps
• Intacct: Configure the ERP for Sync

File Based Connector

• Prepare File Based Connector (FBC) Data Templates - Payments Only

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

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