Each Receipt Bank Account can be integrated with an Accounting Software. This means:
- The two platforms work collaboratively, sharing their Chart of Accounts.
- Receipt Bank data can be Published directly to the Integrated Accounting Software.
- Suppliers, Customers, Projects and Payment Methods are synced between the two softwares
Note: Suppliers, Customers, Projects and Payment Methods are only available on Receipt Bank Business Plus and Premium accounts, and Streamline and Optimize Partner Accounts. Find out more about the different Receipt Bank products here.
Simply put, integrating an account will ensure that all data extraction will be done in a format that matches your existing financial records. This means that the correct nominal codes can be assigned to each transaction when they arrive in Receipt Bank.
We advise that if you have a Cloud Accounting Software, you integrate you Receipt Bank account as soon as possible. This will prevent transactions from being coded incorrectly.
To integrate your Receipt Bank account, navigate to the 'Integration' section of the Account Settings screen and click 'Choose Software'. Follow the on-screen instructions to complete the integration process.
You can find out how to integrate your Receipt Bank account with a specific software in the integration section of this Help Centre.
Receipt Bank integrates with the following softwares:
- Xero Cashbooks/Ledger
- Xero HQ
- QuickBooks Online Essentials
- QuickBooks Online Plus
- MYOB Essentials
- Sage Accounting
- Sage Accounting Start *
- WorkFlow Max *
- Gusto *
- Bill.com *
Softwares marked with * are only available on Receipt Bank Direct Accounts, and Streamline and Optimize Partner Accounts. Find out more about the different Receipt Bank products here.