It’s easy to integrate SmartPay with your accounting software with just a few clicks.
First, go to Settings > Integrations tab. From here you can integrate SmartPay with Sage (Business Cloud), Xero, and QuickBooks. Simply select which software you want to integrate.
Next, select your organisation 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.
Once you have completed this step, 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