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

Registering clients to Peppol for e-invoicing

Marking client documents as processed

Using configuration templates for adding new clients in the Partner Space

Monitoring clients' document activity with Insights

Adding your accounting firm's logo

Onboard new clients faster with a shareable registration link

Checking your clients' Peppol registration status

This guide explains how to stop/cancel/remove/archive a client from the Partner Space

Ending a client relationship from the Partner Space

Exporting your partner space client list to Excel or CSV

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

Exporting client documents to d.velop

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

Integrations

Privacy Notice

Privacyverklaring

Politique de confidentialité

Datenschutzhinweis

Legal

Go to Banqup

API Documentation

Banqup website

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.