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How to: set up your Receipt Bank account

How to: set up your Receipt Bank account Receipt Bank - how to set up the software to suit your existing financial records.


In this introductory video, we'll take you through: - How to upload your Chart of Accounts - How to integrate Receipt Bank with an accounting software - Add additional users to your account - How to set user roles and specify what each person can see on your account.

If you need any help and advice with Receipt Bank, contact our expert team at Rotherham Taylor today.


www.rtaccountants.co.uk/contact-accountants-preston

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