Integrations

How do I view documents that have been exported via the new integration suite?
To view a list of receipts that have been exported (or not) to your accounting package via the Version 2 integrations: 1. Go to your receipt page. ...
Tue, 29 Aug, 2017 at 4:35 PM
How do I select which receipts to export to accounting software?
Easy!  You can now select receipts to export by clicking in the tick boxes next to the receipts you wish to export, then click on "export selected"...
Mon, 7 May, 2018 at 11:07 AM
I have lots of uncategorised receipts. What's the fastest way to export them to accounting software?
Both ProPartners and direct clients can bulk categorise receipts in the All Receipts page in order to export them to accounting software (note that you need...
Mon, 20 Aug, 2018 at 4:29 PM
How do I integrate my Squirrel Street and Evernote accounts?
Use Evernote to save your ideas, things you see, and things you like, then find them all on any computer or device you use. Here's how: First you n...
Wed, 26 Jul, 2017 at 1:02 PM
Deactivate Gmail Sync
To deactivate your Gmail Sync please follow the link below. https://gmailreceiptsync.sbaustralia.com/ Or go to https://app.squirrelstreet.com/...
Wed, 26 Jul, 2017 at 1:05 PM
How do I integrate my Squirrel Street and Salesforce accounts?
Send your business card contacts to Salesforce: Download a CSV file of the contacts you want to export to Salesforce. To import as Leads, go...
Wed, 1 Feb, 2017 at 1:44 PM
How do I export my receipts into FreshBooks?
FreshBooks is a powerful cloud accounting tool for small businesses. Want to export your Squirrel Street receipt data to FreshBooks? Here's ho...
Wed, 1 Feb, 2017 at 1:44 PM
Troubleshooting Common DropBox Issues
There are common DropBox issues that may prevent documents from being uploaded successfully.  The following list will aim to cover off some common issues a...
Thu, 12 Oct, 2017 at 12:09 PM
Xero export error: "Account code 'X' is not a valid code for this document"
A few clients have encountered this error message when exporting receipts to Expense Claim in Xero. This happens when the GL code for such "Exp...
Fri, 12 Jan, 2018 at 9:19 AM
How do I edit my export settings? (accounting integration)
You can change the posting of your export each time you export by clicking on the "Edit" button in your Integrations page. You can access the ...
Mon, 20 Aug, 2018 at 4:47 PM