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.
Step 1: Log in to Bookipi Expense
Tap 'Log In' to access your account.
Step 2: Use the Same Account
Ensure you use the same account (Username) as your Bookipi Invoice to enable syncing. This is essential for the sync option to work.
Step 3: Sync Your Data
After logging in, a prompt will appear asking if you'd like to sync your data with Bookipi Invoice. Tap ‘Yes!’ to proceed.
If you accidentally selected ‘No’ by mistake, follow these steps to manually sync.
Step 4: Add a New Wallet
Tap the ‘+ Add wallet’ button.
Step 5: Create a New Wallet for Syncing
Select the option to ‘Create a new wallet’.
Step 6: Add Wallet Details
Enter your wallet name and select ‘Business’ as the category. Tap ‘Save’ once you're done.
Step 7: Open Your Wallet
Open your wallet and tap the ‘Settings’ icon located at the bottom right.
Step 8: Sync with Bookipi Invoice
Choose the ‘Sync with Bookipi Invoice’ option.
Step 9: Confirm Sync
Confirm by selecting ‘Yes!’ to complete the process.
Your wallet is now successfully synced with Bookipi Invoice. You can view both your income and any expenses added to your Cash Flow.
Frequently Asked Questions (FAQ)
Q: What is the purpose of syncing Bookipi Invoice with Bookipi Expense?
A: Syncing allows your income and expenses added in Cashflow from Bookipi Invoice to automatically reflect in Bookipi Expense. This helps you manage your finances more efficiently by having both income and expenses in one place.
Q: Why isn’t my income and expense syncing?
A: If your income is not syncing, check the following:
You logged into Bookipi Expense using the same email/username as your Bookipi Invoice account
Your internet connection is stable
You're using the latest version of the app
If the issue persists, try logging out and logging back in.
Q: Can I sync multiple Bookipi Invoice accounts to one Bookipi Expense account?
A: No. Currently, syncing is only supported when both apps are using the same account credentials. Each Bookipi Expense account can only sync with one corresponding Bookipi Invoice account.
Q: What should I do if some of my data isn't syncing?
A: If some of your data isn’t syncing, try this: open your wallet synced to Bookipi Invoice, tap the 'Settings' icon, select 'Unsync from Bookipi Invoice', and then resync it again.
Q: How often does the sync happen?
The sync is near-instant once the invoice is marked as paid in Bookipi Invoice. If there's a delay, try refreshing the Bookipi Expense app.
Discover more tutorials for the Bookipi Expense mobile app
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.