Connect Mollie with Moneybird and automatically reconcile payments in your accounting. Always an up-to-date cashbook without manual entry.
Table of contents
1. Connect to Mollie
To connect to Mollie, you need the owner account that has access to the relevant organization.
Install the Mollie Integration
Search for the desired Mollie integration in Combidesk.
Click Install this integration.
You will be prompted to connect to Mollie. Click Connect your Mollie account.
Connect to Mollie
You will be redirected to the Mollie website.
Log in with the owner account.
Select the organization you want to connect.
After a successful connection, you will be redirected back to Combidesk.
Important: A new connection must be created in Combidesk for each Mollie organization. Do not edit an existing connection; instead, click Connect with a new Mollie account if you want to connect a new organization.
2. Connect to Moneybird
To connect to Moneybird, click the "Connect your.." button:
If you're not logged on to Moneybird, you'll see this login screen:
After logging in with a user account with sufficient rights, you will see the screen where you can give the app access to your administration:
Here, select the relevant administration and click "Toestaan." Combidesk will now have access to the data in your administration via the Moneybird API.
3. Configuration of the integration
For the integration to work properly, it must be configured correctly. In the paragraph below, we'll go through all the steps of the integration in sequence. Before starting the installation, we recommend that you first carefully read through these steps.
Configure these Mollie steps:
Controleer je uitbetalingsinstellingen
Export existing settlements
Pick a date in the past, present, or future. The first eleven imported items are free of extra charge.Sync invoices?
Do you want to synchronise the invoices from Mollie to Moneybird?
Configure these Moneybird steps:
Select financial account
Select the account on which the transactions should be booked. Moneybird bankaccount can't be used, so are excluded from this list.Ledger account Payment Service Provider costs
In this step, select a balance category where the transaction fees from the payout should be booked. In this article, you'll learn how to create this category and how the purchase invoice is processed correctly in the administration.Ledger account payouts
Select a ledger account for payoutsLedger account outgoing transfers
Select a ledger account for outgoing transfersCustomer number for purchase invoices
Enter the customer number of the contact in Moneybird on which purchase invoices should be booked. You can find this number in Moneybird under Contacts → click the desired contact → the customer number is shown in the top left of the contact page.
Don't have a contact for purchase invoices yet? Click the button below to create one automatically.Select ledger account for costs
Select the account where the transaction fees of the purchase invoice of Mollie should be booked. This expense will ultimately appear on your profit and loss statement.
4. The Combidesk customer dashboard
How does the dashboard work?
If you've created a new Combidesk account or installed a integration, you'll receive an email with access to your Combidesk account. When you log in to combidesk.com, you'll arrive at the dashboard. This is where your integration is located. From here, you can easily adjust your integration and account settings, view the integration logs (history), and access support.
What can you view via your Combidesk account?
From your Combidesk dashboard you also have access to your account settings, connected accounts, billing and support.
5. What can you expect from Combidesk?
We understand you're busy or perhaps have little software experience. That's why our specialized team is always ready to help. Take advantage of our installation packages to save yourself even more time.
Installation appointment
If you're short on time or would like us to handle the entire installation, take advantage of our remote implementation support. We'll take care of everything for you right away and deliver a fully functional connection. For most connections, installation support costs a fixed fee of €150, while others cost €300. If you decide not to continue with the connection after the trial period, there's no charge. Schedule an installation appointment below and schedule it right away.
Explanation of service level (SLA) subscriptions (Basic, Pro, Premium)
To help you use our integration effectively, we offer three service levels: basic, pro, and premium. You can always change the service level in your integration. The price will be adjusted for the next billing period.
6. FAQ (Frequently Asked Questions)
How often is the data synchronized?
This Mollie Moneybird integration synchronizes automatically every day (overnight) by default. You don’t need to do anything. If a sync fails, the connector will try again during the next run. If the issue persists, we’ll notify you by email.
What permissions do I need in Moneybird?
To connect with Moneybird, you must be the owner of the account.
Is my data safe when using this Mollie Moneybird integration?
We take your data security very seriously. Our software runs in a Dutch data center and complies with all standards required to process your data securely. We don’t store your customer data; we only transfer it between your connected applications.
How do I connect Mollie to Moneybird?
Follow simple steps for a successful Mollie to Moneybird integration in our detailed manual.
Can you help me install this Mollie Moneybird integration?
Absolutely 😀! Don’t have the time or finding it too complex? No problem! We can install the Mollie Moneybird integration for you. A one-time installation fee applies. If you decide not to use the integration, we’ll refund the amount.
Do I need to enter payment details to install the Mollie Moneybird integration?
No, payment details are not required during the trial period. If you choose to continue using the integration after the trial, we’ll inform you in time on how to proceed.
What is the cancellation period for this Mollie Moneybird integration?
All our integrations have a one-month cancellation notice. So you’re not tied to long contracts. Any remaining balance on an annual subscription will of course be refunded.