Accountable Connect: How to connect Accountable to your external accounting software?

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1. What is Accountable Connect?

Accountable Connect allows accountants to automatically export financial data from Accountable into their external accounting software. Through this connection, the following data can be exported directly into the correct journals and folders of your accounting software:

• Sales

• Purchases (expenses)

• Bank transactions

During export, Accountable will generate journal entries based on:

• Your accounting software configuration

• VAT codes

• Account number mappings

• Client and supplier information

• The attached invoice or receipt.

If your client is registered for Peppol in Accountable, incoming e-invoices can also be delivered directly to your accounting software.

1.1. Which accounting software is supported?

Accountable Connect currently supports integration with the following accounting software:

• Horus

• Exact Online

• Odoo

• Octopus

• WinBooks

The following integrations are planned but not yet available for general use:

• Yuki

• Expert/M

• Adsolut

• Sage BOB 50 (to be confirmed)

1.2. Requirements for using Accountable Connect

Accountable Connect is available when:

• Your client has a paid Accountable subscription

• The client is connected to your accountant workspace

• Your office is signed in to the accounting software through the integration

Accountable Connect is not available for clients on:

• Free plans

• Invoicing+ plans

If necessary, you can:

• Assign the client a seat on your office license, or

• Ask the client to upgrade their plan.

2. How to set up Accountable Connect

Follow these steps to connect a client to your accounting software.

1. Create or join an accountant workspace

If you are not yet registered as an accountant:

1. Sign up for Accountable for Accountants
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2. Create or join your accounting office
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3. Invite your client to your workspace
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Once your client accepts the invitation, you will be able to connect their data.

2. Connect your accounting software

1. Go to your Customer list

2. Find the client you want to connect

3. Click the link icon in the Accountable Connect column

4. Select your accounting software

5. Sign in with an account that has access to the correct folders or administrations

6. After authentication, you will be redirected back to Accountable

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3. Select the correct client folder

After authentication:

1. Choose the correct folder or administration

2. Review the VAT code mapping

3. Confirm the connection

Your client is now ready for exports.

3. Exporting data to your accounting software

Once connected, you can export documents from Accountable.

3.1. Steps to export

1. Open the client profile

2. Navigate to:

   • Bank

   • Expenses

   • Revenues

3. Click Export in the top right corner

4. Adjust export settings if needed

5. Select the correct journal

6. Click Export

What to know:

• Data type: What exactly is sent to the accounting software (journal entries, PDF files, UBL, CODA, etc.)?
  -> Journal entries and original docs such as pdf and images

• Setup: How are the accounting accounts predefined?
  -> Our AI model maps Accountable categories to accounts that we live-fetch from the accounting software

• Frequency: Is data sent in real time (continuously) or in batches?
  -> Data is only sent when the accountant chooses to export. We'll work on automated exports later

3.2. Default export rules

Before exporting, you can adjust filters. By default, Accountable:

• Excludes documents not reviewed by the client

• Excludes documents already exported

If you disable the duplicate filter, Accountable will still prevent duplicate entries if the document already exists in your accounting software.

You can filter exports by:

• Date range

• Document status

• Custom filters applied in the list view

3.3. How to see which documents were exported

Exported documents are marked in the document list.

You can identify them by:

• A green checkmark in the Export column

You can also filter documents by:

Filter → Already exported → Yes

To view export history:

1. Open Bank, Expenses, or Revenues

2. Click Export

3. Select Past exports in the top right corner

You will see:

• Export date

• Exported documents

• Errors or failed exports

• Export status

4. Removing the integration for a client and troubleshooting

Removing the integration will:

• Disconnect the client from the accounting software

• Remove the connection for all members of the workspace

You can reconnect the client at any time by selecting the folder again.

If the correct folder does not appear:

• The connected account likely does not have access

• Reauthenticate the integration with an account that has access

For Octopus, the folder must have Web access enabled in its paid package.

Without web access, the Octopus client won't be visible and the folder cannot be selected.

Thank you for reading through this article!

Author - Valesca Wilms

As content marketing lead at Accountable Belgium, Valesca writes about freelancing, self-employment, and taxes based on her own experience as a freelancer.

Who is Valesca ?