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JanatLifts's avatar
JanatLifts
Contributing Cover User
1 year ago

Importing Sales Invoices from Tradify into AccountRight.

Hi all,   I am hoping someone can assist me in finding the Sales Invoices that have been sent from Tradify into AccountRight.   Tradify is showing they have been sent but I cannot see where to do...
Marykayintouch
geraldine198's avatar
geraldine198
Member
1 year ago

Hello,

To find Sales Invoices sent from Tradify to AccountRight (MYOB):

Check Tradify: Confirm invoices are marked as "Sent" in the Sales section.
Log in to MYOB: Open AccountRight and log in to your company file.
Locate Invoices: Go to the Sales module, check the Sales Register, or use Find Transactions.
Integration Settings: Ensure the integration between Tradify and MYOB is configured correctly.
Verify Inbox: Check for any pending or draft invoices in AccountRight.
Consult Logs: Review integration logs in both Tradify and MYOB for any issues.


Hope this info will help you.
Best Regard,
geraldine198
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