1. What is Accountable Connect?
Accountable Connect lets accountants automatically export financial data from Accountable to their external accounting software. Through this connection, the following data can be exported directly to the correct journals and folders in your accounting software:
Sales
Purchases (expenses)
Bank transactions
During export, Accountable generates journal entries based on:
Your accounting software's 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.
This guide covers which software is supported, how to set up the connection, how to export data, and how to manage or troubleshoot the integration.
1.1. Which accounting software is supported?
Accountable Connect currently supports integrations with the following accounting software:
Horus
Exact Online
Odoo
Octopus
Yuki
The following integrations are planned but not yet generally available:
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 firm is registered with the accounting software via the integration
Accountable Connect is not available for clients with:
Free subscriptions
Invoicing+ subscriptions
If needed, you can:
Assign the client a seat on your firm's license, or
Ask the client to upgrade their subscription.
2. Setting up Accountable Connect
Follow these steps to connect a client to your accounting software.
2.1. 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
2.2. Connect your accounting software
Go to your client list. Find the client you want to connect. Click the link icon in the Accountable Connect column. Select your accounting software. Log in with an account that has access to the correct folders or administrations. After authentication, you will be automatically redirected back to Accountable.
⚠️ The login is shared across your entire firm. All team members will be able to export to the connected folders.
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2.3. Select the correct client folder
After authentication:
Choose the correct folder or administration
Check the VAT code mapping
Confirm the connection
Your client is now ready for exports.
3. Exporting data to your accounting software
Once the connection is set up, you can export documents from Accountable.
3.1. Steps to export
Open the client profile. Go to:
Bank
Expenses
Income
Click Export at the top right. Adjust the export settings if needed. Select the correct journal. Click Export.
Important 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.
Settings: How are the accounting accounts pre-configured? Accountable's AI model matches Accountable categories to accounts retrieved live from your accounting software.
Frequency: Is data sent in real time or in batches? Data is only sent when you choose to export. Automated exports are coming later.
The export process can take a few minutes.
You'll 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 that have not been checked by the client
Excludes documents that have already been exported
If you turn off the duplicate filter, Accountable still prevents 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 have been exported
Exported documents are marked in the document list. You can recognise them by:
A green checkmark in the Export column
You can also filter documents by:
Filter → Already exported → Yes
To view the export history:
Open Bank, Expenses, or Income
Click Export
Select Previous exports at the top right
You will then 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 does not have access
Reconnect the integration with an account that does have access
For Octopus, the folder must have web access enabled in the 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 to your accounting software, including journal entries and original documents.
Supported software: Horus, Exact Online, Odoo, Octopus, and Yuki. More integrations are planned.
The connection requires a paid Accountable subscription and the client to be linked to your accountant workspace.
Exports are triggered manually. Accountable prevents duplicate entries by default.
You can view export history and troubleshoot failed exports directly in the Bank, Expenses, or Income sections.
Need help? Chat with us or email support@accountable.eu, we're happy to help.