Imports and Integrations
This section has how tos on importing or integrating data into SortMyBooks from Excel files or other software.
- How to Integrate with Cloudpay Payroll Software
- How to use the PayPal feature on invoices
- Reconciling Merchant Accounts like Stripe, Paypal, Sumup, Go Cardless
- Adding a Stripe payment link to your invoice
- Stripe API Import
- How to add signatures to invoices quotes or delivery dockets
- Dropbox / SortMyBooks Integration version upgrade
- How to integrate with AutoEntry
- How to use the SortMyBooks APIs
- How to clone a company
- How do I export Customers, Suppliers and Products from Big Red Cloud to Excel?
- Import Products & Services
- PayPal Troubleshooting
- How to use the Dropbox integration for Sales & Reports
- How to use the Dropbox Integration for Purchases
- How to Integrate SMBO & Dropbox
- Receipt Bank Help
- How to import Customers & Suppliers onto SortMyBooks Online