Connect your accounting software

With a connected accounting system, Invoyz books approved invoices directly in your accounting software. Invoyz also fetches your general ledger accounts, cost centres, relations and VAT codes.

Which software can you connect?#

• Exact Online
• Odoo
• QuickBooks Online
• Twinfield
• Xero

For Exact Online, QuickBooks Online, Twinfield and Xero you sign in to the software itself in a separate window. For Odoo you enter credentials: Server URL, Database, Username and API key. You find these in Odoo, and they are stored encrypted.

Connect while signing up#

When you create a new environment, step 4 is Connect your accounting system.

1. Enter the Connection name. This is how the system will be called in Invoyz.
2. Choose your accounting software.
3. Click Connect with followed by the name of your software.
4. Sign in to your software in the window that opens and grant access. For Odoo, enter the credentials instead.
5. In step 5, Which administrations?, choose the companies you want to start with and add them. You can add the rest later.

If you do not want to connect yet, choose Skip, I will connect later.

Connect an existing company#

Does a company still deliver by email? Then connect the accounting system from the company.

1. Go to Companies and open the company.
2. Open the Delivery tab.
3. Click Connect accounting system.
4. Under Accounting system, pick an existing connection, or choose Add accounting system to create a new connection as described above.
5. Under Company, pick the company in your accounting software.
6. Click Connect accounting system.

Delivery by email is then replaced by the accounting system and a synchronisation with the selected company starts. Companies that are already linked to another company in Invoyz are not shown in the list.