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Setup of integration to accounting system and export of accounting entries

Ronny Christensen avatar
Written by Ronny Christensen
Updated this week

How do I set up integration to my accounting system?

  1. Go to System Preferences

    • Integrations section > Accounting system.

    • Select the desired accounting system you want to integrate.

  2. Fill in chart of accounts

    • Accounting > Chart of Accounts.

    • Fill in the correct account numbers that match your chart of accounts in the accounting system.


How do I export posting entries?

  1. Go to Posting Entries

    • Select the period from which you want to export posting entries.

  2. Exporting data

    • Use the export function to download a CSV file with the selected posting entries.

Important:
It is not possible to export posting entries backwards until the integration is set up correctly.
Exporting only works going forward from the time of setup.


How do I import the entries into my accounting system?

  • Use the exported CSV file to import the posting entries into a general journal in your chosen accounting system.

  • Follow any specific requirements for CSV import in your accounting system for proper upload.

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