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  1. MineralTree | Support
  2. Getting Started

Getting Started

MineralTree Basics

  • Add Custom Fields
  • Email Notifications
  • Invoice Approver Guide
  • Invoice-to-Pay Workflow Overview
  • Manage Users
  • MineralTree Academy
See all 14 articles

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
See all 13 articles

Initial Sync Preparation

  • How to Remove Connected Apps in Xero
  • NetSuite: Configure Your ERP For Sync
  • Sage Intacct: Sync Preparation
  • QuickBooks Desktop: Sync Steps
  • Intacct: Configure the ERP for Sync

File Connect

  • File Connect Invoice-to-Pay Integration Guide
  • File Connect Payments Only Integration Guide

Reporting and Analytics

  • Reports Tab Overview
  • Search Page Reports
  • Invoice and Purchase Order Reports
  • Approval Reports
  • Payment Reports
  • Audit Reports
See all 7 articles

Still feeling stuck?

Give us a call M-F, 8am-8pm ET at (855) 672-9669 or email us at mtsupport@mineraltree.com

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