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How to connect an accounting package?

Maxime avatar
Written by Maxime
Updated over a month ago

Billtobox can connect to your accounting package through what we call the accounting app. There are multiple accounting apps to choose from depending on your accounting package.

Step 1: Which accounting package do you use?

Look for your accounting package in the table below to find out which accounting app to use in order to connect to Billtobox.

Accounting package

Connection through

Accowin

Synqup

Admisol

Email delivery

Adsolut

Synqup

Attilissima

Synqup

BOB50 Sage

Synqup

BoCount

Synqup

BoCount Dynamics

Online connection

Briljant

Synqup

ConXIon B-wise

Synqup

Count-e

Online connection

EVA Online

Synqup

Exact Online

Email delivery

Expert/M

Synqup

Horus / Falco

Synqup

Octopus

Email delivery

Oras

Synqup

Ordiges

Synqup

Papyrus

Synqup

PingWin

Synqup

Popsy

Synqup

Template Sobec

Synqup

topACCOUNT

Synqup

Venice (Azure)

Synqup

Venice Offline

Synqup

Vero

Synqup

Winbooks Classic

Synqup

Winbooks On Web

Email delivery

Wings

Synqup

Wings Online

Online connection

Yuki

Email delivery

Zensoft (Trustteam)

Synqup

Step 2: Are you an entrepreneur or an accountant?

Entrepreneurs will activate the accounting app to connect to an accounting package through the Apps menu in Billtobox.

Click on the accounting app you need (as shown in the table above) and learn how to connect your accounting package:

Entrepreneurs (via Billtobox)

Accountants will configure their accounting package in the Console.

Accountants (via the Console)

Step 3 (accountants only): Connect to your clients

To receive your clients' documents, you need to assign the configuration from step 2 to them.

  • Go to the Clients menu.

  • Scroll down to Accounting package connection.

  • Toggle on Share documents with accountant.

  • Select the accounting package you configured in step 2.

Console_-_link_to_client.gif
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