
Andrew Rosa
Activity overview
Latest activity by Andrew Rosa-
Andrew Rosa created an article, Disconnect and Reconnect MineralTree to NetSuite
Audience: Accounting Manager and ERP Admin Summary: This article reviews how to manually disconnect and reconnect MineralTree to NetSuite. If the admin user who initiated the token for the NetSuite...
-
Andrew Rosa created an article, Adjust the closing date in QuickBooks Online
Audience: Accounting Manager and ERP Admin Summary: Reviews how to adjust the closing date in QuickBooks Online If a payment fails to sync from MineralTree to QuickBooks Online due to the error "Ac...
-
Andrew Rosa created an article, Vendor Remittances & Check Memos
Audience: Accounting Manager Summary: Reviews how to send the vendor remittance information after a payment is authorized. This remittance essentially tells the vendor that a payment is coming, wha...
-
Andrew Rosa created an article, ACH payments through your bank
Audience: Accounting Manager Summary: This article reviews information regarding making ACH payments directly through your bank rather than ACH.com. This article contains: Summary Setup Process ...
-
Andrew Rosa created an article, MineralTree Administrator privileges
Audience: MineralTree Administrator Summary: Reviews what the MineralTree Administrator can change within the Customer Administrator Application with links to the relevant articles. Overview There...
-
Andrew Rosa created an article, MineralTree sync time
Audience: Accounting Manager Summary: Reviews sync frequency by accounting package. Sync frequency MineralTree makes best efforts to sync during the following frequencies: QuickBooks Desktop 5 ...
-
Andrew Rosa created an article, Check delivery
Audience: Accounting Manager Summary: This article reviews how MineralTree delivers checks, the expected timeline, and what a vendor can expect to receive. This article contains: Check timeline ...
-
Andrew Rosa created an article, Reconnect MineralTree to Intacct
Audience: Accounting Manager Summary: Reviews how to reconnect to Intacct to MineralTree If you have been set up in MineralTree and previously synced with Intacct, but you see that it is disconnect...
-
Andrew Rosa created an article, Accounting System Versions Supported by MineralTree
QuickBooks Versions OS Comments QuickBooks Desktop Accountant - 2014, 2015, 2016, 2017, 2018 Windows QuickBooks Desktop Pro - 2014, 2015, 2016, 2017, 2018 Win...
-
Andrew Rosa created an article, Download invoice document
Audience: Accounting Manager Summary: Reviews how to download the scanned original invoice from MineralTree How to download the original invoice document 1. Find the invoice. You can do this from t...