Andrew Rosa

Disconnect and Reconnect MineralTree to NetSuite

1. Troubleshooting
2. Resolve Common Issues

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...

• Edited March 29, 2019 11:48
• 1 follower
• 0 comments
• 0 votes

Adjust the closing date in QuickBooks Online

1. Troubleshooting
2. Resolve Common Issues

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...

• Edited March 11, 2019 17:49
• 2 followers
• 0 comments
• 0 votes

Vendor Remittances & Check Memos

1. Getting Started
2. MineralTree 101

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...

• Edited August 13, 2019 18:37
• 1 follower
• 0 comments
• 0 votes

ACH payments through your bank

1. Payment Types
2. ACH

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 ...

• Edited March 29, 2019 14:25
• 1 follower
• 0 comments
• 0 votes

MineralTree Administrator privileges

1. Administrator
2. How to

Audience: MineralTree Administrator Summary: Reviews what the MineralTree Administrator can change within the Customer Administrator Application with links to the relevant articles.  Overview There...

• Edited August 02, 2019 17:06
• 1 follower
• 0 comments
• 0 votes

MineralTree sync time

1. Getting Started
2. MineralTree 101

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 ...

• Edited April 09, 2019 19:22
• 2 followers
• 0 comments
• 0 votes

Check delivery

1. Payment Types
2. Checks

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 ...

• Edited March 29, 2019 14:46
• 1 follower
• 0 comments
• 0 votes

Reconnect MineralTree to Intacct

1. Troubleshooting
2. Resolve Common Issues

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...

• Edited March 12, 2019 14:41
• 1 follower
• 0 comments
• 0 votes

Accounting System Versions Supported by MineralTree

1. Getting Started
2. MineralTree 101

​ QuickBooks Versions            OS            Comments QuickBooks Desktop Accountant - 2014, 2015, 2016, 2017, 2018   Windows     QuickBooks Desktop Pro - 2014, 2015, 2016, 2017, 2018   Win...

• Edited December 05, 2019 13:01
• 2 followers
• 1 comment
• 1 vote

Download invoice document

1. Invoices
2. Invoice Management

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...

• Edited March 04, 2019 18:40
• 1 follower
• 0 comments
• 0 votes