In today’s digital world, accounting integrations are truly indispensable. They make your life much easier by automating financial processes. The option to easily send your documents to your accountant’s email address or accounting software ensures that your bookkeeping is maintained smoothly and hassle-free. In this article, we will guide you step by step through the forwarding function.

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

Settings

Your settings are the foundation for a successful accounting integration. If everything is set up correctly, you will prevent problems and can start using 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

Now 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 Email.

3. Fill in the fields with the correct email addresses for the forwarding function. Ask your accountant which email addresses you may use or check it yourself in your accounting software. It’s possible that you can use the same email address for both your invoices and expenses.

4. Before you click save, you also 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.

Now that you have completed the settings, you can click Save. You have just established a connection between the accounting email addresses 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 your accountant or accounting software.

Invoices

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

1. Click the teal button Sync with accountant.

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

3. Done!

Good to know: 

• The documents are forwarded in chronological order. So if a document contains an error, you must resolve it first before the next documents can be synchronised. 

• Outgoing invoices are forwarded in the UBL format.

Expenses

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

1. Click the teal button Sync with accountant.

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

3. Done!

Good to know: 

• The documents are forwarded in chronological order. So if a document contains an error, you must resolve it first before the next documents can be synchronised. 

• Incoming invoices received via Peppol are forwarded as a UBL file, including the PDF. Documents you have uploaded manually are forwarded as a PDF.

If you experience problems, sometimes logging out and logging back in helps. Do not hesitate to contact us if you have any questions. Happy synchronising!