If you plan to integrate your Receipt Bank account with your current accounting software, it is best to do this before submitting any items.
When you integrate your accounts some data will be brought across, this includes:
- Your suppliers list
- Your category list (also known as ‘Chart of accounts’)
- Your projects list
- Your client list
- Your bank accounts
- Your tax settings
To set up the integration:
1. Login into your account and navigate to the 'Account settings' menu
2. Open 'Integration' tab.
3. Click 'Choose integration' and select your accounting software.
4. Follow the steps to complete the integration