Kolleno

Irina Anichshuk

Adonis Damalis

Jared Fisher

Connecting the Kolleno platform to your accounting software

Integrations

This article will look at how to import link customers in Clio and import these relations in Kolleno

Link Customers in Clio and import the relations in Kolleno

This article will explain what to do if you see the error when trying to connect your Clio: Invalid authorization request.

Clio Invalid Authorization Request

In this article, you will find the most frequently asked question regarding the integration with Clio

Clio and Kolleno: FAQ

By connecting to Clio you are ensuring that your invoices and payment data are always up-to-date

Kolleno and Clio

This article will explain how you can easily add matter number into your email templates - no need to do this action manually.

Clio: How to add the matter number to your email templates?

All the details about Kolleno integration with Clio

Clio

This article will look at uploading a CSV file with your accounting information into the platform.

CSV Upload

All details on how to work with a CSV file 

In this article, you will find the most frequently asked question regarding the integration with QuickBooks

QuickBooks and Kolleno: FAQ

By connecting to QuickBooks you are ensuring that your invoices and payment data are always up-to-date

Kolleno and QuickBooks

This article will go through how to solve the error ''Please make sure your email is verified on QuickBooks''

Connecting with QuickBooks failed because of an unverified email address

Reconcile payments automatically in Quickbooks

All the details about Kolleno integration with QuickBooks

QuickBooks

The extension allows Kolleno to access customer payment data from Business Central

How to install a Business Central extension?

In this article, you will find the most frequently asked question regarding the integration with MS Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central and Kolleno: FAQ

By connecting to Microsoft Dynamics 365 you are ensuring that your invoices and payment data are always up-to-date

Kolleno and Microsoft Dynamics 365 Business Central

Using Microsoft Dynamic Business Central you are able to automatically populate your customer portfolios in Kolleno.

Configuring customer portfolios on Kolleno with Microsoft Dynamics Business Central

What to do when MS Exchange/Office 365 requests approval when connecting it to your Kolleno account

Microsoft Exchange / Office 365 asking for approval to connect

All details about Kolleno integration with Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central

This article describes the basic permissions required for a NetSuite connection, as well as how to add the SuiteApp.

How to connect your NetSuite instance with the correct permissions?

This article will go through the steps in order to install the Kolleno SuiteApp for NetSuite

Install the Kolleno SuiteApp for NetSuite

Reconcile payments automatically in Netsuite

By connecting to NetSuite you are ensuring that your invoices and payment data are always up-to-date

Kolleno and NetSuite

All the details about Kolleno integration with NetSuite 

NetSuite

In this article, you will find the most frequently asked question regarding the integration with Xero

Xero and Kolleno: FAQ

By connecting to Xero you are ensuring that your invoices and payment data are always up-to-date

Kolleno and Xero

This article explains how to turn on reconciliation for your Xero system through Kolleno.

Reconcile payments in Xero with Kolleno

This article will explain how you can add extra files in Xero then in Kolleno toggle on a setting to send these in your communications.

How to send attachments linked to invoices in Xero

All details about Kolleno integration with Xero

Xero

In this article, we will discuss the benefits of connecting a Stripe account and how to connect your account on the platform