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  • How to navigate to the integration and connect
 

How to navigate to the integration and connect

Tuesday, 10 July 2018 /
select-integration

When you sign up for a free 30-day trial of Invoice Tracker you can easily connect your Xero, QuickBooks or Time Tracker +Billing account by following the intuitive setup wizards.

Follow these simple steps to get your account connected and invoices synced with Invoice Tracker

  • After you signup for your free trial, you will need to follow the setup wizard to connect and sync invoices – choose from the below options:
  • You will be prompted to log in to your accounting software from the pop-up window that appears. If you’re already logged in on another screen it will automatically connect.
  • Once the two applications connect your invoices will automatically start to sync with Invoice Tracker – depending on how many invoices you have this may take a few minutes up to 30 mins so maybe it’s time for a coffee break.
  • Once the sync is complete you will land on the Invoice page and will be able to see all of your imported invoices

Important: When you signed up you will have received an email asking you to activate your account. You must click on this link otherwise you will not be able to start an email collection. Invoice Tracker needs to validate your email to ensure it’s not sending spam mail to your clients.

What you can read next

Email Settings
Using Invoice Tracker with Clio
What does Invoice Tracker Do?

Categories

  • Clio
  • FAQs
  • Integration
  • QuickBooks
  • Settings
  • Xero

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