This guide will show you how to integrate SmartPay with your accounting software, it only takes a few clicks.
Before getting started make sure you have completed the initial SmartPay setup and are logged into your account.
Step 1) Go to Settings > Integrations tab.
From here you can integrate SmartPay with Sage (Business Cloud), Xero, and QuickBooks.
Step 2) Select which software you want to integrate with.
Step 3) Select your integration and click Allow Access.
Once you have access, simply follow the instructions on-screen. The process is the same for Sage (Business Cloud), Xero, and QuickBooks.
You need to fill out all the details for both Accounts Payable and Accounts Receivable.
Step 4) You will see a message on-screen and a link to return to the Exchange. Your tax details will automatically appear in the Integrations tab on the Accounts Payable and Accounts Receivable items.
It’s possible that your accounting software will require you to verify the integration.
Related Links
Accounting Integration subtypes