You can access and manage your accounting firm’s clients' documents directly in Banqup or automatically sync them with your accounting package. Here's how to set up both options.
Prerequisites:
Your client has accepted the invitation and has an active Banqup account.
Your user is assigned to this client
Viewing documents in Banqup
You can view your client’s documents from your Partner space.
Go to Client documents.
Double-click on a client.
Access their:
Sales invoices
Purchase invoices
Purchase receipts
Enriched Movement Reports
Other documents
Getting your client’s invoices in your accounting package
To automatically get your client’s documents in your accounting package, you must install and configure a relevant extension from the Banqup Store first.
Installing and configuring an extension to sync with your accounting package
Go to the Banqup Store.
Find and install an extension that works for your accounting package. More info here
Follow the steps below to activate the extension for your client.
Activating the extension for a client
Now that you’ve set up the extension, you have to activate it for specific clients.
Go to Clients.
Double-click on a client.
Navigate to the Integrations tab.
Click Add integration.
Select your integration.
Click Continue.
Sending documents to integrations manually
If you need to (re)send a document to your connected accounting software or other integrations, you can do this manually from the client documents interface.
Go to Client Documents.
Double-click on the client whose documents you want to sync.
Open the relevant folder (e.g., "Purchase Invoices").
Click the three dots in the Actions column for the document you want to send.
Select Send to integrations from the dropdown menu.
If the document has already been sent to your integrations previously, the option will show as Resend to integrations instead.
Important notes
Documents sync only once the integration is set up.
Different integrations may have specific setup requirements.
You can have different integrations for different clients.
Frequently asked questions
Can I set up multiple integrations for one client?
Yes, you can connect a client to multiple accounting packages if needed.
What happens to existing documents?
Only documents created after the activation of the integration will be synced.
Do I need to set up integrations for each client?
Yes, integrations need to be activated individually for each client.