Accountable Connect lets accountants automatically export financial data from Accountable into their external accounting software. Once connected, sales, purchases, and bank transactions flow directly into the correct journals and folders of your accounting software.
This article covers how to set up Accountable Connect, how to export data, and how to manage or troubleshoot the integration.
1. What is Accountable Connect?
Through the 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 generates 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
Yuki
The following integrations are planned but not yet available for general use:
WinBooks
Expert/M
Adsolut
Sage BOB 50 (to be confirmed)
⚠️ Only the software listed under supported integrations can currently be connected.
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 needed, 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:
Sign up for Accountable for Accountants
Create or join your accounting office
Invite your client to your workspace
Once your client accepts the invitation, you can connect their data.
2. Connect your accounting software
Go to your Customer list
Find the client you want to connect
Click the link icon in the Accountable Connect column
Select your accounting software
Sign in with an account that has access to the correct folders or administrations
After authentication, you will be redirected back to Accountable
⚠️ The sign-in is shared across your entire office.
All team members will be able to export to the connected folders.
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3. Select the correct client folder
After authentication:
Choose the correct folder or administration
Review the VAT code mapping
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
Open the client profile
Navigate to:
Bank
Expenses
Revenues
Click Export in the top right corner
Adjust export settings if needed
Select the correct journal
Click Export
What to know:
Data type: What is sent to the accounting software (journal entries, PDF files, UBL, CODA, etc.)?
Journal entries and original documents such as PDFs and images.Setup: How are the accounting accounts predefined?
Accountable's AI model maps Accountable categories to accounts fetched live from the accounting software.Frequency: Is data sent in real time or in batches?
Data is only sent when the accountant chooses to export. Automated exports will be available in a future update.
The export process may take a few minutes.
You will receive a notification once the export is complete.
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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:
Open Bank, Expenses, or Revenues
Click Export
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 will not be visible and the folder cannot be selected.
Key takeaways
Accountable Connect exports sales, purchases, and bank transactions directly into your accounting software, including journal entries and original documents.
Supported software: Horus, Exact Online, Odoo, Octopus, and Yuki. WinBooks, Expert/M, Adsolut, and Sage BOB 50 are planned for future releases.
Accountable Connect requires a paid Accountable subscription and an active accountant workspace connection.
Exports are triggered manually by the accountant. Accountable prevents duplicate entries by default.
You can track export history and troubleshoot access issues directly from the client profile.
Need help? Chat with us or email support@accountable.eu, we're happy to help.