Datamolino

How to refresh your accounting software connection so new ledger accounts, tax codes, and tracking categories appear in Datamolino.

Sync your chart of accounts, tax codes, and tracking categories

Review a document's captured data, code it, and export it to your accounting software - or download it as CSV or Excel.

Exporting to accounting software: how it works

Quick wins for getting documents in, letting Datamolino code them for you, and staying in control before export.

Ten tips to get more out of Datamolino

Lubica Jakubac

Alex

If you use Xero, QuickBooks, FreeAgent, these guides are for you

Integrations Guides

Learn how to get bills and receipts from Datamolino into Xero - connect a folder, import, review, and export.

Get started with Xero in Datamolino

How to attach the email a document arrived in to its Xero export, so approvals and notes travel with the bill.

Export the original email to Xero

How to use several Datamolino folders with one Xero organisation, and how this works on Business vs Accountant plans.

Multiple folders connected to one Xero organisation

How to reconnect a folder to Xero, QuickBooks, or FreeAgent when the connection has expired or stopped working.

Refresh your accounting software connection

How Datamolino exports documents to Xero as a Bill or a Bank Transaction, and how to switch between the two.

Xero export types: Bill vs Bank Transaction

What each Xero export status means, where to set it in Datamolino, and which status lets you re-export a bill.

Xero export statuses: Draft, Awaiting Approval, Awaiting Payment

How to link a Datamolino folder to a Xero organisation, how to disconnect it, and what to do if Xero blocks reconnection.

Connect or disconnect a folder from Xero

How to export documents in a currency other than your Xero base currency, and what to enable in Xero first.

Export foreign currency invoices to Xero

How to lock a Xero tracking category to a folder so every document uses the same value.

Lock Tracking Categories in Xero

How the two Xero tax export settings work, which amounts Datamolino sends, and when to use each one.

Xero Tax Calculation: automatic vs. exact amount

Learn how to mark expenses as billable to a customer in Datamolino so Xero can recharge them on the customer's next invoice.

Use Billable Expenses with Xero

How to enable Xero inventory items on a folder, code line items with them, and automate the coding.

Use Inventory Items in Xero

What each Xero export error means, what causes it, and the steps to fix it - grouped by error type.

Xero export errors and how to fix them

How to code and export a document as a quote in Xero directly from Datamolino, and what to expect in the resulting quote.

Exporting to Xero Quotes from Datamolino

Xero

Learn how to get bills and receipts from Datamolino into QuickBooks - connect a folder, import, review, and export.

Get started with QuickBooks in Datamolino

How to link a Datamolino folder to a QuickBooks company, how to disconnect it, and what to do if QuickBooks blocks reconnection.

Connect or disconnect a folder from QuickBooks

How to use several Datamolino folders with one QuickBooks company, and how this works on Business vs Accountant plans.

Multiple folders connected to one QuickBooks company

How to adjust extracted amounts in Datamolino before exporting to QuickBooks, for both VAT and US (no VAT) setups.

Edit amounts before exporting to QuickBooks

How to attach the email a document arrived in to its QuickBooks export, so approvals and notes travel with the bill.

Export the original email to QuickBooks

How Datamolino exports documents to a QuickBooks company that is set up without VAT.

Export to QuickBooks for No VAT companies

How Datamolino exports documents to QuickBooks Online and how to choose between Bill, Supplier Credit, Expense, Credit Card Credit and Cheque.

QuickBooks export types: Bill, Supplier Credit, Expense, Credit Card Credit, Cheque

How to lock a QuickBooks Location or Class to a folder so every document uses the same value.

Lock Location and/or Class in QuickBooks

How to assign QuickBooks Projects to bills and invoices in Datamolino, and how to set a default project for a folder.

Track projects in QuickBooks

What each QuickBooks export error means, what causes it, and the steps to fix it - grouped by error type.

QuickBooks export errors and how to fix them

You can now choose whether to export your purchase documents into the category details or item details of your Quickbooks purchases.

Quickbooks - Purchase item type

QuickBooks

How to link a Datamolino folder to a FreeAgent company - as a single folder or in bulk - and how to disconnect it.

Connect a folder to FreeAgent

Learn how to get bills and receipts from Datamolino into FreeAgent - connect a folder, import, review, and export.

Get started with FreeAgent in Datamolino

How to upload a bank or credit card statement, export the transactions to FreeAgent, and fix common extraction errors.

FreeAgent: import your extracted bank statement

FreeAgent

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