Accountable

GetMyInvoices lets you automatically transfer your invoices to the Accountable interface. This allows you to streamline your accounting processes and manage invoices directly in Accountable without any manual effort. In this guide, you’ll learn how to set up Accountable synchronization.

Step 1

Click on Profile in the top-right corner and select Synchronization from the dropdown menu.
Click the plus icon (+) in the top right corner to add a new synchronization.
Select the Export option to automatically transfer invoices.

Click on Profile in the top-right corner and select Synchronization from the dropdown menu. Click the plus icon (+) in the top right corner

Step 2

Use the search function and type “Accountable.”
Click the Accountable tile.
Click “Next.”

Use the search function and type “Accountable.” Click the Accountable tile. Click “Next.”

Step 3

You will be automatically redirected.
Follow the instructions to connect your Accountable account.
Click Next

You will be automatically redirected. Follow the instructions to connect your Accountable account. Click Next

Step 4

Configure settings for exporting documents.
Use Advanced Settings to set additional criteria for the export.
Click Next.
In our example, we’ll have the invoices archived in Accountable after the export is complete.

to set additional criteria for the export. Click Next. In our example, we’ll have the invoices archived in Accountable after the export is

Step 5

Optional: Limit the export period based on the invoice or import date.
Click Save to start the export.

Step 5: Optional: Limit the export period based on the invoice or import date. Click Save to start the export. - Accountable

GetMyInvoices will now automatically transfer all relevant invoices to Accountable based on your settings. Only the PDF file is transferred to the Accountable interface.

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