Zum Hauptinhalt springen

How to set up a cloud accounting package

Eva avatar
Verfasst von Eva
Vor über 2 Jahren aktualisiert

You can connect online accounting packages to the Console to get your customers' documents directly in your application.

Here's how to do it:

  1. Go to Accounting package configuration.

  2. Click on New configuration for accounting package.

  3. Select Online connection.

  4. Choose the application you want to connect to then click on Next. *

  5. Enter the required credentials (username/password, API key) from the selected cloud accounting package, then click on Next. **

  6. Read the Terms of Service, tick the box stating that you agree with them then click on Connect.

Console_-_online_connection.gif

* If needed, you can select a different country to find your application.

** Depending on the package, more information can be required as well. Please check the documentation of your accounting package.

Hat dies deine Frage beantwortet?