What you will learn in this document: How to activate the connection with your bookkeeping package, so that all your invoices will automatically be sent to your accountant.
Steps
1. In your Billtobox account go to “Apps” -> “Invoicing Services” -> “Accounting app” and press the “Activate” button.
2. In the next screen, choose “Online Connection” and press “Next”
3. In the next screen choose Yuki and press “Next”
4. There are two kinds of security: basic and API_key; choose one.
5. How to get credential value of your Yuki account
Go to yukiworks.be
Click “More” on the left menu and select "Settings"
On this screen, click Web Services in the Integration table
5.1 For the API Key:
Choose one of API key from the following CompanyID and fill in the required fields
5.2 For Basic:
Complete the required field.
6. Your connection is validated
Press on Connect button
The successful message is displayed.
And you are returned to the dashboard of your Billtobox account.
When you now go back to “Apps” you see an active “Accounting app” and your invoices will be automatically shared with your accountant.