features

Setting up Email Forwarding with your Accounting Software

As you may have seen in our email update or most recent blog post, we have introduced a new feature that makes your record-keeping and accounting processes even smoother. It’s called Email Forwarding.

Many accounting apps, like QuickBooks, Xero, Quicken, FreshBooks, Wave, Zoho Books, and more, are all able to receive and further process forwarded documents. This simplifies your accounting flow even more.

Getting set up isn’t complicated, although there are a few steps involved. I’ve collected all of the latest information, as of November 2018. All you need to do is follow the steps below.

Firstly, you’ll need to retrieve your Email Forwarding address from your accounting software. They all call it something different. In the following descriptions, we will use the terms used by each specific accounting software.

How to get your Email Forwarding Address for Xero
How to get your Email Forwarding Address for Zoho Books
Other accounting software how-tos are coming soon.

Once you have your Email Forwarding address from your preferred accounting provider, you can easily set it up through FindMyInvoice.

  1. Go to your FindMyInvoice Settings. Wherever you are in your Gmail or G Suite account, you can find our Settings by clicking on the Find My Invoice button on the status bar.

Screen Shot 2018-11-21 at 3.18.21 PM

2. On the Settings page, scroll down and search for “Email Forwarding.”

3. Select the “Forward” option and enter the email address you retrieved from your accounting software. Save all changes.

4. Great. You are all set! Enjoy building your business while we deal with finding and forwarding all of your invoices on your behalf.😉

 

– Virag

PS: If your favorite accounting software is not listed above, email me at virag@findmyinvoice.com There are always ways and means of getting you connected to FindMyInvoice!

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