AdvicePay Financial Advisor Community Blog

Announcing our B-Importer Software Integration

February 06, 2019 By Mary Moore
Mary Moore
Feature Release_ Accounting Integrations (1)

 

We know you have been asking for it, so we are thrilled to announce the launch of our B-Importer software integration. 

In order to enhance your overall experience, we are now partnering with B-Importer so that you can import your AdvicePay data into Quickbooks, Xero, and Sage One. If you are a Professional or Enterprise subscriber, this feature comes at no extra charge. Basic subscribers -- this is just another reason to upgrade your account! :)

  • Easily download your AdvicePay Transaction Report at any time
  • Use your free Business Importer access via the link in the AdvicePay system
  • Organize your data to match your bookkeeping data set up
  • Upload your data with Business Importer

Visit our HelpDesk to learn how to set up your B-Importer account and begin the registration process.


Register for a Demo

We will be hosting demonstrations on the B-Importer integration with our partners, FA Bean Counters. Register for an upcoming demo below. 

 

February 7, 2019 | 12:30 PM MST

REGISTER NOW

 

February 12, 2019 | 9:00 AM MST

REGISTER NOW 


Do you have an idea for AdvicePay?

We'd love to hear from you! Visit our new idea submission page on our website anytime to share your thoughts with our team!


Questions? 

We're here to help. Contact us at support@advicepay.com.

Posted by Mary Moore

Mary leads the ongoing product development of AdvicePay. Since she holds a degree in Financial Planning from the University of Illinois, grew up on a farm, claims to have an inner Pioneer Woman, and now is a passionate remodeler of her 1910’s craftsman house, Mary is pretty much the perfect person to make everything-AdvicePay better. When she’s not changing the world through billing and payment solutions, Mary can be found at her favorite PureBarre class or sipping drinks in a local spot, dreaming of her one-day vacation to Bora Bora.

Topics: New Release