How to sync Bookipi Invoice with Bookipi Expense

Learn how to sync your Bookipi Invoice account to Bookipi Expense with these easy-to-follow steps.

Ensure you use the same account as your Bookipi Invoice to enable syncing. This is essential for the sync option to work.

After logging in, you'll receive a prompt asking if you'd like to sync your data with Bookipi Invoice. Select ‘Yes’ to proceed.

If you chose ‘No’ by mistake, tap the ‘+ Add wallet’ button.

Select the option to ‘Create a new wallet’.

Enter your wallet name and select ‘Business’ as the category. Tap ‘Save’ once you're done.

Open your wallet and tap the ‘Settings’ icon located at the bottom right.

Choose the ‘Sync with Bookipi Invoice’ option.

Confirm by selecting ‘Yes’ to complete the process.

​Your wallet is now synced with Bookipi Invoice. You can view both your income and the expenses added to your Cash Flow.

Discover more tips to maximize your experience with the Bookipi Expense mobile app with our Bookipi Expense guides.

Need to send invoices with ease? Download the Bookipi Invoice mobile app and check out our Bookipi Invoice mobile app guides.