What you will learn in this article
How to activate the connection with your bookkeeping package, so that all your invoices will automatically be sent to your accountant.
Steps
Follow the instructions
In your Banqup account go to “Apps” -> “Invoicing Services” -> “Accounting app” and press the “Activate” button.
In the next screen, choose “Online Connection” and press “Next”
In the next screen choose Quickbooks and press “Next”
In the next screen click Quickbooks icon with label “Sign in with Quickbooks”:
You will be redirected to Quickbooks login page, where you should log in:
After that, choose the company you want to connect with your Banqup account:
After authentication, press “Connect”:
Your connection is validated
And you are returned to the dashboard of your Banqup account.
When you now go back to “Apps” you see an active “Accounting app” and your invoices will be automatically shared with your accountant.