Banqup

Guide to inviting team members to your Partner space and managing their access to client data

Adding users to your accounting firm's space

Control which team members can access specific client spaces and manage their permission levels

Assigning team members to clients

Step-by-step guide to adding new clients and their essential business information to your Partner space

Adding clients to your Partner space

Archiving clients

Viewing and syncing client documents

Why you need e-invoicing mandates from your clients

Track and review all client subscriptions you're paying for, including monthly costs and payment history

Monitoring subscription payments for your clients

Inviting your accounting firm's clients to Banqup

Understanding accounting statuses

Learn how to set up and manage subscription payments for your clients, including billing periods and plan selection

Managing a client’s subscription

Setting up default billing preferences for new clients

Registering clients to Peppol for e-invoicing

Marking client documents as processed

Using configuration templates for adding new clients in the Partner Space

Viewing client document activity with the Insights tab

Maxime

Banqup for Accountants

Exporting client documents to other applications

Exporting client documents to Count-e

Exporting client documents to Dropbox

Exporting client documents via Email

Exporting client documents to Exact Online

Exporting client documents to Google Drive

Exporting client documents via HTTP service

Exporting client documents to Lyanthe

Exporting client documents to Microsoft OneDrive

Exporting client documents to Octopus

Exporting client documents to Onea

Exporting client documents to Pingwin

Exporting client documents via SFTP

Exporting client documents to Wings Online

Exporting client documents to Yuki

Exporting client documents to Zenvoices

Set up integrations to export your clients' documents to your solutions

Integrations

Go to Banqup

API Documentation

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.