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Accountable Connect: How do you connect Accountable to your external accounting software?

Complete guide for accountants 📘

Written by Emma Raes

1. What is Accountable Connect?

Accountable Connect allows accountants to automatically export financial data from Accountable to their external accounting software. Through this connection, the following data can be exported directly to the right journals and folders in your accounting software:

  • Sales

  • Purchases (expenses)

  • Bank transactions

During export, Accountable generates journal entries based on:

  • Your accounting software's configuration

  • VAT codes

  • Account number mappings

  • Client and supplier information

  • The attached invoice or receipt

If your client is registered for Peppol in Accountable, incoming e-invoices can also be delivered directly to your accounting software.

1.1. Which accounting software is supported?

Accountable Connect currently supports integrations with the following accounting software:

  • Horus

  • Exact Online

  • Odoo

  • Octopus

  • Yuki

The following integrations are planned but not yet generally available:

  • WinBooks

  • Expert/M

  • Adsolut

  • Sage BOB 50 (to be confirmed)

⚠️ Only the software listed under supported integrations can currently be connected.

1.2. Requirements for using Accountable Connect

Accountable Connect is available when:

  • Your client has a paid Accountable subscription

  • The client is connected to your accountant workspace

  • Your firm is registered with the accounting software via the integration

Accountable Connect is not available for clients with:

  • Free subscriptions

  • Invoicing+ subscriptions

If needed, you can:

  • Assign the client a seat on your firm's license, or

  • Ask the client to upgrade their subscription.

2. Setting up Accountable Connect

Follow these steps to connect a client to your accounting software.

2.1. Create or join an accountant workspace

If you are not yet registered as an accountant:

  1. Sign up for Accountable for Accountants
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  2. Create or join your accounting office
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  3. Invite your client to your workspace
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2. Connect your accounting software

Go to your client list. Find the client you want to connect. Click the link icon in the Accountable Connect column. Select your accounting software. Log in with an account that has access to the right folders or administrations. After authentication, you'll be automatically redirected back to Accountable.

⚠️ The login is shared across your entire firm. All team members will be able to export to the connected folders.

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3. Select the correct client folder

After authentication:

  • Choose the correct folder or administration

  • Check the VAT code mapping

  • Confirm the connection

Your client is now ready for exports.

3. Exporting data to your accounting software

Once the connection is set up, you can export documents from Accountable.

3.1. Steps to export

Open the client profile. Go to:

  1. Bank

  2. Expenses

  3. Income

Click Export at the top right. Adjust the export settings if needed. Select the correct journal. Click Export.

Important to know:

  • Data type: What exactly is sent to the accounting software (journal entries, PDF files, UBL, CODA, etc.)? → Journal entries and original documents such as PDFs and images

  • Settings: How are the accounting accounts pre-configured? → Our AI model matches Accountable categories to accounts we retrieve live from the accounting software

  • Frequency: Is data sent in real time (continuously) or in batches? → Data is only sent when the accountant chooses to export. Automated exports are coming later

The export process can take a few minutes.

You'll receive a notification once the export is complete.

3.2. Default export rules

Before exporting, you can adjust filters. By default, Accountable does the following:

  • Excludes documents that haven't been checked by the client

  • Excludes documents that have already been exported

If you turn off the duplicate filter, Accountable still prevents duplicate entries if the document already exists in your accounting software.

You can filter exports by:

  • Date range

  • Document status

  • Custom filters applied in the list view

3.3. How to see which documents have been exported

Exported documents are marked in the document list. You can recognize them by:

  • A green checkmark in the Export column

You can also filter documents by:

  • Filter → Already exported → Yes

To view the export history:

  • Open Bank, Expenses, or Income

  • Click Export

  • Select Previous exports at the top right

You'll then see:

  • Export date

  • Exported documents

  • Errors or failed exports

  • Export status

4. Removing the integration for a client and troubleshooting

Removing the integration will:

  • Disconnect the client from the accounting software

  • Remove the connection for all members of the workspace

You can reconnect the client at any time by selecting the folder again.

If the correct folder doesn't appear:

  • The connected account probably doesn't have access

  • Reconnect the integration with an account that does have access

For Octopus, the folder needs to have web access enabled in the paid package. Without web access, the Octopus client won't be visible and the folder can't be selected.

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