Tola

Adding invoices to Tola is a straightforward process that provides convenience and efficiency for managing your accounts payable process. ​ 1. <a href="#h_177f6abcfb">Manually adding bill details</a> 2. <a href="#h_f0c9bcb22e">Uploading a PDF</a>

3. <a href="#h_720fed9859">Live-Sync with QuickBooks/Xero</a> ​

Navigate to the "Get Paid" section of the product.

Click on the "+" button to begin the manual entry process.

Fill in the required information and click the "Save Draft" button

1. Log in to your Tola account.
2. Navigate to the "Get Paid" section of the product.
3. Click on the "+" button to begin the manual entry process.
4. Fill in the required information and click the "Save Draft" button

Click the left side of the screen to upload your attachment.

Tola will automatically extract relevant data from the PDF.

Review the extracted information to ensure accuracy and make any necessary adjustments.

click the "Save Draft" button

1. Log in to your Tola account.
2. Navigate to the "Get Paid" section of the product.
3. Click on the "+" button to begin the manual entry process.
4. Click the left side of the screen to upload your attachment.
5. Tola will automatically extract relevant data from the PDF.
6. Review the extracted information to ensure accuracy and make any necessary adjustments.
7. click the "Save Draft" button

Enable QuickBooks/Xero integration in Settings - Accounting

Once integration is enabled, you will be able to see all your invoices from Xero in Tola automatically.

You will be able to make changes and send invoices in Tola, which will automatically reflect in Xero/Quickbooks and vice-versa.

1. Enable QuickBooks/Xero integration in Settings - Accounting
2. Once integration is enabled, you will be able to see all your invoices from Xero in Tola automatically.
3. You will be able to make changes and send invoices in Tola, which will automatically reflect in Xero/Quickbooks and vice-versa.

1. Manually adding bill details

2. Uploading a PDF

3. Live-Sync with QuickBooks/Xero