Accounting integrations: installation & settings

There are a number of accounting packages that you can connect to Booking Experts, of which the installation and setup is similar. This article is about the integration apps for ACD, AFAS, Cegid Loop, Datev Cloud, Dynamics 365 Business Central, Inqom, Minox, My Unisoft, Odoo, Pennylane, QuickBooks, Sage 100 FR, Tiime, and Xero.

How to install the app?

Go to the 'Available apps' index, and use the search bar to find the accounting app for your software. Click the 'Install app' button.
Read more: Getting started with BEX App integrations

Complete the settings

The next steps are to authorize your account with your accounting provider, and to link your administrations with the proper configurations.

Authorize your account

In the 'Commands' section, click 'Authorizations'. Then, click '+Authorization' to start adding your account. Enter a unique account name, and click 'Create authorization'. This will take you to a login page where you have to enter details of the account you have with your accounting provider. After connecting your account, you will see it listed as an authorization in the integration app page.

If the status is 'inactive', refresh the page after some time or open the authorization and then click the 'Activate' button to verify the connection.

If you have more than one account with your accounting provider, you can add them all as a separate authorization.

Set up the configurations

Open the authorization you have connected by clicking on its name. Click the 'Configurations' button. Here, you’ll add a configuration for each administration that is associated with this authorization.

Click '+Configuration'. Choose the correct administration from the dropdown. Select how frequently you want to synchronize, either daily or monthly. Every time you synchronize, a journal transaction is created.
Select the correct Journal in the dropdown, and add a start date for synchronization. If you also enter an end date, synchronization will automatically end at this date. Leave the end date empty to synchronize indefinitely.
Add a delay of up to 14 days to ensure that all backdated transactions are processed correctly.
If you uncheck the 'Automatic' setting, synchronization will only happen when you choose to do so manually. Manual synchronization will allow you to make corrections before the synchronization happens.
When done, click 'Create configuration'.

Note that each synchronization only synchronizes ledger transactions and invoices that are dated accordingly. If you journalize turnover at the end date of the realization period, the invoice date is not the same as the date the turnover is journalized.
It may happen that these two are not synchronized to your accounting software together.

The new configuration will be listed as the administration number. If necessary, open and activate the configuration.

Manual synchronization and editing a configuration

Via 'Authorizations' and 'Configurations', open the configuration by clicking its number. Here you can manually synchronize, and deactivate, delete, or fully edit the configuration. Click 'View' in the notification message to go to the overview of journal transactions.