Financial Advisor News & Information

Announcing our B-Importer Software Integration

Written by Mary Moore | Feb 6, 2019 4:57:48 PM

 

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

 

February 12, 2019 | 9:00 AM MST

 

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.