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How to set up my accounting package?

Eva avatar
Written by Eva
Updated over 2 years ago

To receive your customers' files in the right folder(s), you must first configure your accounting software(s).

  1. Go to the Accounting Package Configuration menu

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  2. Click on Add accounting package in the dropdown menu, then click on Add accounting package

  3. Click on Select partner and choose a channel (Banqup Files, Email delivery, Onea, Synqup, Yuki)

    Note: if you chose Synqup, you must select a template (or create a new one by clicking on the plus sign). This allows you to choose a path for accounts receivable and accounts payable (you can also set a unique path for both).
    For any questions about Synqup, you can contact support.

  4. In the Package name field, type the name of your accounting software

  5. Click on Save.

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Once set up, you will be able to select your accounting software when creating a new customer:

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