Vendors utilizing QuickBooks can now seamlessly import their invoices directly into Property Meld, streamlining the process with enhanced efficiency and accuracy. This integration marks a significant advancement in simplifying workflow management, offering a user-friendly solution that ensures seamless data transfer between platforms. Below, we outline the steps detailing how this integration functions to optimize your invoicing processes.
Step 1:
Click on IMPORT FROM QUICKBOOKS.
Step 2:
Click on Connect QuickBooks Account.
Step 3:
Enter your email address and click Sign In on the below Intuit screen.
Step 4:
Select your company if prompted and click Next.
Step 5:
Look for Connecting MeldIntegration and then click Connect.
Step 6:
After invoice has imported from QuickBooks, enter applicable notes and click Submit.