Connect Moneybird with Exact Online and automatically synchronize invoices and customer data. Less manual work, more insight in your accounting.
Table of contents
1. 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.
2. Connect to Exact Online
To start connecting to Exact Online, click the "Connect your.." button:
Exact Online uses different country codes. When connecting, select the correct country code and click "Save":
This takes you to Exact Online's login screen. First enter your username (Gebruikersnaam), and your password (Wachtwoord) on the next:
To connect properly to Exact Online, it must be configured correctly. Do this before continuing with the integration configuration. The button below will take you to a collection of articles explaining how to set up Exact Online.
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 Moneybird steps:
Multiple currencies
Do you use multiple currencies in Moneybird and do you want to synchronize using these currencies?Do you want to send invoices from Moneybird to Exact Online?
Pick a date in the past, present, or future. The first eleven imported items are free of extra charge.Sync payment status
Do you want to synchronise the payment status of an invoice back from Exact Online to Moneybird?Export existing customers
You may already have customers, do you want to include them?
Configure these Exact Online steps:
Select Exact Online administration
The administration the entries will be booked inSelect journal
Select the journal in which the sales entries should be bookedGenerate or insert entry numbers
Indicate if you want to generate the number of an entry or use the existing invoice number.Periods
Do you want to use the periods added to the Moneybird invoice in Exact Online too? Beware, the periods need to be opened in Exact Online.Use which ledger accounts
Indicate if you always want to use the ledger accounts from Exact Online or if you want to use the ledger accounts from Moneybird. If you choose Exact Online, the ledger accounts configured below will be used.Exact Online VAT mapping
Connect the VAT categories of Moneybird to your Exact Online accountExact Online general ledger mapping
Connect the VAT categories of Moneybird to your Exact Online general ledgerTransfer customer numbers
Should customer numbers be transferred from Moneybird to Exact Online (recommended)? This customer number is used by us to efficiently search customers in Exact Online. If your Moneybird customer numbers are not numeric, choose 'No'.Cost Centers
Do you want to use Cost Centers? If you do, we will use the cost center of Moneybird on the sales entry lines.How do you want to handle VAT for orders to individuals in other EU countries?
Do you ship to individuals in other EU countries? Then you can pick one of the VAT arrangements below. If you want to keep using the rules of before July 1, 2021, select "Charge VAT based on the webshop's country", then the regular VAT of your country will be charged.
For more information, please see this Exact article.Default sales revenue account for 'Unieregeling (OSS)'
Select the default ledger account to book your revenue on in case you make use of the 'Unieregeling (OSS)'.Default debtor
If you want to book your orders on a default debtor in Exact Online, enter the code of that default debtor hereService level
Pick a Service level matching your needs. You can always change the it at a later time, and the price will be adjusted accordingly.
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 synchronised?
This app synchronises fully automatically every 60 minutes. You don't have to do anything. If a synchronisation fails, this app will try again at the next run. If the problems persist, we will notify you by email.
Is my data safe if I use this app?
We take the security of your data very seriously. We run our software in a Dutch data center and meet all standards necessary to securely process your data. Synchronised data from your customers is not stored with us, nor is it traded to third parties.
Can you help install this app?
Absolutely 😀! If you have no time to spare or we've made installation too complicated, we can install this app for you. We charge a one-off installation fee. If you decide not to use the app after all, you will receive this amount back.
Do I need to enter payment information to install this app?
No, it is not necessary to enter payment details during the trial period. If you decide to continue using the app after the trial period, you will receive timely information on how to order it.
What is the notice period for this app?
All our apps have a notice period of 1 month. So you are not tied to long terms. We will of course refund any remaining amount for an annual subscription to your account.