Banqup

Note: This article is intended for Business Space users. If you’re an accountant, please refer instead to the article in the <a href="https://support.banqup.com/en/collections/982908-integrations">Integrations for Accountants</a> section.

Connect your Banqup space with Exact Online to automatically export your business documents and <a href="https://support.banqup.com/en/articles/251598-glossary#h_d00777fa43">Enriched Movement Reports</a>. This integration ensures your documents flow seamlessly to Exact Online.

Click your space name at the top right and choose Settings.

Under Administration, click Extensions, then click <a href="https://app.btx.banqup.com/store" rel="nofollow noopener noreferrer" target="_blank">Discover more</a>.

1. Click your space name at the top right and choose Settings.
2. Under Administration, click Extensions, then click <a href="https://app.btx.banqup.com/store" rel="nofollow noopener noreferrer" target="_blank">Discover more</a>.
3. Search for "Exact Online".
4. Click Install.
5. Confirm access permissions.

Exact Online only allows to use one account per Banqup space. If you connect more than one Banqup space to an Exact Online account, it will result in a disconnection from previously connected spaces. Those connections will need to be recreated manually. To connect multiple Banqup spaces to Exact Online, please use a different Exact Online account for each.

Click on Sign in with Exact Online and log in.

Select your company in the Company code list. The list shows the companies of your Exact Online account by name, in alphabetical order.

1. Click on Sign in with Exact Online and log in.
2. Select your company in the Company code list. The list shows the companies of your Exact Online account by name, in alphabetical order.
3. Your Exact Online account is connected.

Important: It's best to select the current AND future administrations. There is a limitation with the Exact Online API that only the latest connection will remain valid. Therefore, it’s important to re-use the connection you’re creating for other Exact Online integrations as well.

If you need to disconnect your Exact Online account:

Go to Settings &gt; Extensions and open the Exact Online extension.

1. Go to Settings &gt; Extensions and open the Exact Online extension.
2. Toggle off the Active setting.
3. Confirm your decision.

- Document export occurs automatically for approved or sent documents.
- Original documents remain in Banqup even after exporting to Exact Online.

Can I export historical documents?

No, only the documents arriving in your Banqup space after activating the extension will be exported.

What file format are the documents exported in?

Documents are exported in Peppol BIS 3.0 UBL format.

I connected Exact Online with a division code. Do I need to set it up again?

No. Connections set up with a division code keep working as they are. The company list is used when you set up a connection.

Exporting documents to Exact Online

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Exporting documents to Exact Online

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