After you’ve created a client account, use the ‘Account Settings’ page to customise the way that their account works in their team and alongside any other accounting softwares.
There are three different ways you can set up your Receipt Bank account:
1. I’m using Receipt Bank with another accounting software
2. I’m using Receipt Bank on its own, or with an accounting software that Receipt Bank doesn’t integrate with.
3. I’m using Receipt Bank with another accounting software and an additional integration (bill.com/WorkFlowMax/Gusto.)
Watch the video below for a step-by-step walkthrough on how to set up a Receipt Bank account with an integrated accounting software:
Watch thee video below for a step-by-step walkthrough on how to set up a Receipt Bank account with a non-integrated accounting software:
Watch the video below for an introduction to additional integrations, and having two integrations active on one Receipt Bank account at the same time: