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

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

3. The ledger accounts and journals will be filled in automatically. Click Save.

4. Now you have the option to press Connect. After this, a screen will open allowing you to log in to Exact Online with your username and password. After following these steps, you can close the opened page and also dismiss the notification in Teamleader One.

5. 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.

6. 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 accounting connection, it is important that you complete those codes. Ask your accountant which codes you should use exactly or check them yourself in your Exact Online account.

You have just established a connection between Exact Online 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 effectively send your invoices and expenses to Exact Online.

Invoices

Synchronising your invoices with Exact Online Belgium 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 Exact Online in chronological order. So if a document contains an error, you must resolve it first before the next documents can be synchronised. 

Expenses

Synchronising your expenses with Exact Online Belgium is, just like 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 Exact Online in chronological order. So if a document contains an error, you must resolve it 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!