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How to set up a cloud accounting package

Maxime avatar
Written by Maxime
Updated yesterday

You can connect online accounting packages to the Console to get your customers' documents directly in your application.

Here's how to do it:

  1. Go to Accounting package configuration.

  2. Click on New configuration for accounting package.

  3. Select Online connection.

  4. Choose the application you want to connect to then click on Next. *

  5. Enter the required credentials (username/password, API key) from the selected cloud accounting package, then click on Next. **

  6. Read the Terms of Service, tick the box stating that you agree with them then click on Connect.

Console_-_online_connection.gif

* If needed, you can select a different country to find your application.

** Depending on the package, more information can be required as well. Please check the documentation of your accounting package.

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