Accounting Console
- How to export client list from the Console
- How to create a Console account
- What are the Console menus for?
- How to set up a cloud accounting package
- How to set up my accounting package?
- How to create/delete the Accounting Console accounts of my employees?
Integrations
- Get your clients' bank statements through SFTP
- Connecting your accounting package to the Console through Dropbox - Online Connection
- Connecting your accounting package to the Console through SFTP - Online Connection
- Connecting your accounting package to the Console through OneDrive - Online Connection
- Connecting your accounting package to the Console through email delivery
- Connecting your accounting package to the Console through Synqup
FAQ
- "Connecting" status when trying to connect to a Banqup client - How to solve it?
- "Activation failed" status when trying to connect to a Banqup client - How to solve it?
- How to link my Console account to my Banqup account?
- Can the accounting firm be billed for payment services?
- How do I access the Banqup account of a client?
- How can I pay for my clients' subscription?
Synqup
- How to check if I'm receiving my clients' documents through Synqup?
- Installing Synqup on a server
- Configuring Synqup on the console
- Examples of folder access paths configurations
- How to migrate Synqup to a new server
- Invoice status on Banqup via Synqup