Want to automatically route your (clients') invoices and documents to your accounting package? Banqup connects with a wide range of accounting software, so you can skip the manual exports and keep everything in sync. This article helps you find the right connection method for each package and points you to the correct setup guide.
How connections work
Banqup offers three types of connections:
Direct app integration: A dedicated extension in the Banqup Store connects directly to the accounting package via API. This is the most automated option. Documents flow as soon as they're approved or sent.
Cloud storage: Documents are exported automatically to a shared cloud folder (Dropbox, Google Drive, OneDrive) or an SFTP server. The accounting software picks them up from there. This is useful for offline accounting packages that don't offer a direct app integration.
Email delivery: Documents are sent to a configured email address. Useful for packages that accept imports by email.
You install an extension once, then activate it separately for each client that uses that package.
For a step-by-step walkthrough of the full setup process, see:
Software with a direct integration
These packages have a dedicated extension in the Banqup Store. Once installed and configured, documents sync automatically via API.
Integration Name | Business Space (Entrepreneurs) | Partner Space (Accountants) |
Count-e | ||
d.velop | Article coming soon | |
Exact Online | ||
Lyanthe | ||
Octopus | ||
Onea | ||
PingWin | ||
Wings Online | ||
Yuki | ||
Zenvoices |
Software via cloud storage
These packages don't have a direct API integration. Banqup exports documents automatically to a cloud folder or SFTP server, where the accounting software can pick them up.
Depending on what the software supports, you can use: SFTP, Dropbox, Google Drive, or OneDrive.
Accowin
Adsolut
BOB50 Sage
BoCount Dynamics
Briljant
ConXIon B-wise
EVA Online / Tax Advisor
Expert/M
Horus
Illico Soft – Finance (Atilissima)
Oras
Ordiges
Papyrus
Popsy (Allegro)
RACS
Template Sobec
topACCOUNT
Venice Offline
Vero
Winbooks Classic
Wings
Zensoft (Trustteam)
To set up a cloud storage connection, follow the guide for your chosen method:
Software via email delivery
These packages accept document imports by email. Banqup sends documents to a configured address each time one is approved or sent.
Admisol
Clearfacts
Horus
Odoo
WinAuditor
Winbooks On Web
To set up email delivery, see: Exporting client documents via Email
Important notes
Accountants should always manage integrations from their Partner Space, not from their client’s Business Spaces.
Businesses manage their integrations from their Business Space.
Only documents created after you activate the integration will be exported. Existing documents are not synced retroactively. However, you can trigger historical documents manually (and individually) from the Partner Space through the (re)send to integrations option.
Make sure you have the right access rights in both Banqup and the accounting package before you start.