What you will learn in this document
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 ClearBooks and press “Next”
In the next screen fill in all required information and press “Connect”
How to find your ClearBooks API Key and email address
Log in to your ClearBooks account at https://secure.clearbooks.co.uk/
Within your ClearBooks account click the “Settings” tab at the top of the screen, then click Configure system > API keys
The “API keys” page lists your SOAP API keys and the Attachments email address used to upload documents to your account.
Copy the API key and Attachments email address into the Banqup connection.
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.