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 Sage Cloud Accounting and press “Next”
In the next screen click the button labeled “Create connection with Sage Cloud Accounting”
You will be redirected to the Sage login page, where you should log in with your Sage account credentials:
After authentication, press “Connect” to complete the 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.