In today’s digital world, accounting integrations are truly indispensable. They make your life much easier by automating financial processes. The integration with Yuki ensures that your accounting is maintained smoothly and hassle-free. In this article, we will guide you step by step through the integration with Yuki.

Please read this information carefully so that you can set up your integration correctly right away. This way, you avoid documents not arriving properly at your accountant.

Settings

Your settings are the foundation for a successful accounting integration. If everything is set correctly, you prevent problems and can start working with your accounting integration immediately.

(1) Company settings

Before you activate the accounting integration, make sure your Company settings are correct and complete. It’s a small check that ensures the integration can work smoothly.

(2) Accountancy connection

After you have checked your Company settings, you are ready for the real work: activating your accounting integration. Here's how:

1. Go to Settings and click on Accountancy connection under Integrations.

2. Select Yuki.

3. Complete the settings with your API key. You can retrieve that key in 2 ways:

   1. Check it in your Yuki account 

      1. Go to Yuki and log in.

      2. Go to Settings.

      3. Click on Web services under Integrations.

      4. Create an API key that you want to use.

      5. Copy the API key and paste it into the box under API Key for Yuki.

   2. Ask your accountant

      • Simply ask your accountant if they can provide you with the API key by following the above steps in their Yuki account.

4. You have the option to set a start date for the synchronisation (Synchronise invoices from/ Synchronise expenses from). This is useful if, for example, you only want to start forwarding documents from the new quarter or a specific financial year. Documents created before this selected date will be skipped during synchronisation. Do you leave the fields blank? Then all available documents will be included.
5. For both the standard VAT rates and your own added VAT rates, there are fields for entering VAT synchronisation codes. Those codes ensure that your invoices and expenses are booked under the correct categories. To use the accountancy connection, it is important that you complete those codes. Ask your accountant which codes you should use exactly or check them yourself in your Yuki account.

Now that you have completed the settings, you can click Save. You have just established a connection between Yuki and Teamleader One, yay! 

After completing the steps in Settings, we recommend refreshing your page and/or logging back into your account. This ensures everything is up to date. Below you will read how to actually send your invoices and expenses to Yuki.

Invoices

Synchronising your invoices with Yuki is very simple. When you want to 'export' a number of invoices to your accountant, follow the steps below:

1. Click on the teal button Sync with accountant.

2. A pop-up screen will appear with the invoices that still need to be synchronised. Click Synchronise.

3. Done!

Good to know: The documents are sent to Yuki in chronological order. So if a document contains an error, you must resolve that first before the next documents can be synchronised. 

Expenses

Synchronising your expenses with Yuki is, just like the invoice synchronisation, very simple. When you want to 'export' a number of expenses to your accountant, follow the steps below:

1. Click on the teal button Sync with accountant.

2. A pop-up screen will appear with the expenses that still need to be synchronised. Click Synchronise.

3. Done!

Good to know: The documents are sent to Yuki in chronological order. So if a document contains an error, you must resolve that first before the next documents can be synchronised. 

If you experience problems, be sure to read this article. Do not hesitate to contact us if you have any questions. Happy synchronising!