So you have submitted your documents and verified them. What’s next?


INTEGRATE YOUR  ACCOUNTING PLATFORM


Only do this if you plan to use Squirrel Street in conjunction with an accounting software package


  • Link your Squirrel Street account with your accounting platform (see links to instructions below depending on your accounting Software)
  • Check you can see the correct chart of accounts and read up on the export process! 





ACTION your Documents

  • Go to the receipts tab
  • Click on the “Export History” filter on the right hand side.   Select "Has not been exported to accounting integration"


  • Then click on the “Vendors” filter on the right hand side, which will display your Vendor Names in alphabetical order.


  • Select each Vendor at a time and make sure to display maximum items per page (this can be found to the bottom right of your receipts list)

  • Then tick the first tick box to select all of them and click on the “assign button” on top and choose an expense category. (If you want your documents from that supplier to be automatically categorised in future don’t forget to click on the create rule button that will appear)





We integrate with various accounting software, click on the links below to find step by step instructions for individual integrations


Xero

How do I integrate my client's Squirrel Street account with Xero? (for Propartners - Accountant and Bookkeepers)

       ★ How do I integrate my Squirrel Street account with Xero? (for Direct Users)



MYOB

Which MYOB products does Squirrel Street support?


       ★ How do I integrate my client's account with MYOB AccountRight Live? (for Propartners - Accountant and Bookkeepers)

       ★ How do I integrate my client’s Squirrel Street account with MYOB Essentials?(for Propartners - Accountant and Bookkeepers)


How do I export my receipts into MYOB AccountRight 2013, 2014, 2015 & 2016 Live (Using cloud stored file)? (for Direct Users)

       ★ How do I export my receipts into MYOB Essentials?(for Direct Users)

       ★ How do I export my receipts into MYOB AccountRight 2013, 2014, 2015 & 2016 (Using local file).?



Saasu

How do I integrate my Squirrel Street and Saasu accounts?


QuickBooks Online

★ How do I integrate with QuickBooks Online (Intuit) ?


SageOne

★ How do I export my receipts into Sage One?