Using MessageDesk with QuickBooks & Xero

Learn how to connect your accounting software and use it to collect payments via text.

10 articles in this collection
Written by Ben Nebesky and Josh

Connecting to QuickBooks or Xero

How to Sync QuickBooks Online with MessageDesk

Learn how to sync QuickBooks Online with MessageDesk.

Written by Ben Nebesky
Updated over a week ago

How to Sync Xero with MessageDesk

Learn how to sync your Xero contacts with MessageDesk.

Written by Ben Nebesky
Updated over a week ago

The Basics

How to Text an Invoice

Learn how to text invoices from MessageDesk.

Written by Josh
Updated over a week ago

Viewing a Specific Contact's Invoices

How to view a single contact's open invoices.

Written by Josh
Updated over a week ago

Filtering Invoices

Learn how to filter invoices by open, paid, oldest to newest and more.

Written by Josh
Updated over a week ago

Best Practices and Guides

Best Practices of Payments Automation

Turn overdue invoices into on-time payments by automating your payments collection process.

Written by Ben Nebesky
Updated over a week ago

Using Filter Groups with QuickBooks and Xero

Filter groups are a great way to filter your contacts by how much they owe.

Written by Ben Nebesky
Updated over a week ago

FAQ

Invoices Frequently Asked Questions

Invoice troubleshooting, missing invoice link errors, invoice texts not sending, trouble syncing invoices and more

Written by Josh
Updated over a week ago

Switching the Default Number Field on QuickBooks Contacts

If you have contacts whose phone numbers are listed in the Home sections instead of the Mobile, this article is for you.

Written by Ben Nebesky
Updated this week

Xero - Frequently Asked Questions

Get answers to frequently asked Xero questions.

Written by Ben Nebesky
Updated over a week ago