Propartners

Solutions related to our Propartners

How do I integrate my client’s Squirrel Street account with MYOB Essentials?
This is how Squirrel Street's integration with MYOB works in a snapshot N.B If you are using the v2 integration, you no longer have to impor...
Wed, 31 Jan, 2018 at 11:13 AM
How do I integrate my client's account with MYOB AccountRight Live?
1. Click on "pending receipts" of the account you want to integrate 2. If there is an existing connection, click on 'Export now' to p...
Fri, 10 Dec, 2021 at 4:46 PM
How do I integrate my client’s Squirrel Street account with QuickBooks Online (Intuit)?
1) From the Client Accounts page, click on the pending receipts link. 2) If you haven't already linked Squirrel Street with QuickBooks...
Tue, 23 Jan, 2018 at 10:46 AM
How do I integrate my client’s Squirrel Street account with SageOne?
1. First login to the ProPartner Portal 2. Click on "pending receipts" of the client's account you would like to integrate with SageOne ...
Tue, 19 Dec, 2017 at 11:33 AM
I've integrated a client account with accounting software. Now how do I export?
Exporting is fairly easy once integration is complete.  The most important thing to know is that each receipt to be exported must have a valid GL or account...
Tue, 31 Oct, 2017 at 11:51 AM
How do I integrate my client's account with Dropbox?
Our Dropbox integration allows you to upload document files from your computer to your  account directly, as well as backup pdf versions of your Squirrel ...
Mon, 27 Nov, 2017 at 1:23 PM
Remove existing users
To remove an existing user from the ProPartner portal, login and follow these steps: 1. Login to your Squirrel Street ProPartner portal 2. Click on ...
Mon, 18 Sep, 2017 at 4:40 PM
How to request for the return of processed envelopes
By default all documents your client send us will be securely shredded and recycled 30 days after they are processed into your account. However, you ca...
Tue, 28 Feb, 2023 at 10:33 PM
How do I integrate my client's Squirrel Street account with Saasu?
1) From the Client Accounts page, click on the pending receipts link. 2) If you haven't already linked Squirrel Street with Saasu, you'l...
Tue, 5 Feb, 2019 at 10:01 AM
Where do I find my clients' export settings?
You can change your client's export settings from their Pending Receipts page Click on "CHANGE" to access the export settings menu ...
Tue, 6 Mar, 2018 at 4:45 PM