Please make sure that the email address firstname.lastname@example.org is whitelisted in the accountant's accounting software.
This is due to the fact that, in order to avoid spam, some software will not import invoices that are not coming from an authorized email address.
The activation is made from the Billtobox account of the entrepreneur.
- Go to Apps.
- Select the Accounting App.
- Select the accounting app with which the Banqup account will be linked to the accountant's software.
Note: the accounting app that best suits the accountant's accounting software should be picked. This is something that should be discussed with the accountant.
Please sign in to leave a comment.