How to set up my accounting package?

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
   
   
   
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.

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

Tip: you can also create a new configuration for an accounting package when creating a customer.