Creating customers in the console

Table of contents

1. Activating
   • Via Synqup
   • Other accounting apps

Activating

Find out which accounting app best suits your customer here:

- Synqup
- E-mail delivery
- Yuki
- Onea

Via Synqup

Will the customer use Synqup? Then follow the steps below:

1. Create the customer in the Console
2. Activate Share documents with accountant
   
   
3. Activate the customer's Billtobox account

The customer is now created without an accounting app. The reason is that the customer himself must define the paths and install Synqup on his server.

The customer can now follow other instructions on the following link.

Other accounting apps

For all other accounting apps (email delivery, Yuki or Oneea) follow the instructions on this link.

• Create accounting software in the Console
• Select the accounting software when creating the customer file via the Console.