To receive your customers' files in the right folder(s), you must first configure your accounting software(s).
- Go to the Accounting Package Configuration menu
- Click on Add accounting package in the dropdown menu, then click on Add accounting package
- Click on Select partner and choose a channel (Billtobox Files, Email delivery, Onea, Synqup, Yuki)
Note: if you chose Synqup, you must select a template (or create a new one by clicking on the plus sign). This allows you to choose a path for accounts receivable and accounts payable (you can also set a unique path for both).
For any questions about Synqup, you can contact support.
- In the Package name field, type the name of your accounting software
- Click on Save.
Once set up, you will be able to select your accounting software when creating a new customer: