Integrating your Receipt Bank and Sage accounts will ensure that receipts, invoices and other paperwork are extracted and formatted in the perfect way for your end-to-end financial process.
Click here to find out what effect integrating has on your Receipt Bank account.
To integrate with Sage:
- Navigate to the Connections section of the menu
- Click Integrations
- Click ‘Choose Software’
- Select Sage Accounting from the menu
- Follow the on-screen instructions. These will instruct you to log in to your Sage account to complete the integration.
Your Chart of Accounts from Sage will be imported into Receipt Bank and can be found in the Lists under Categories.
Your Product and Services lists will also be imported under the Lists menu.