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  1. MineralTree | Support
  2. Getting Started

Getting Started

MineralTree Basics

  • Not receiving your 2FA code?
  • Two-factor authentication (2FA) FAQs
  • Search Page Reports
  • MineralTree Academy
  • The Document Inbox
  • Sync Types
See all 19 articles

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
See all 7 articles

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
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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