Connecting your accounting software

With an accounting connection, every invoice you send from meetpiloot lands in your accounting software, without retyping. When your customer pays, you see it back in meetpiloot.

You will find the connections under IntegrationsAccounting. Per package:

• Exact Online
• Moneybird
• e-Boekhouden
• SnelStart

If you use another package, click Another package? and let us know which one.

One package at a time

You connect one accounting package at a time. That way an invoice never ends up in two packages. To switch, disconnect the old one first.

Switching it on safely

Connecting and booking are two steps. After connecting, booking is off, so you can check the settings first.

1. Connect your package.

   You sign in to your package and give meetpiloot access to one administration. We store the access encrypted; we never see your password.

2. Check the settings with your accountant.

   Such as the VAT codes, the revenue account and how customers are added to your administration.

3. Switch booking on and choose when.

   Automatically on sending: every invoice and credit note goes across automatically. Book yourself: you choose which, on the invoice or in the invoice list.

4. Choose from which date.

   Under Invoices from you choose the first invoice date that goes across. Older invoices do not go across on their own. If needed, you send them by hand from the invoice.

Latest bookings

At the bottom of your package's page you see the latest bookings with their status: Booked, Booking, Action needed, Not booked or Skipped. If a booking fails, you see why and can send it again with Try again.

Customers in your administration

You choose how a customer ends up in your package: look up an existing contact by email address and otherwise create a new one, or always create a new one. If there are two contacts with the same email address, meetpiloot asks you.

Disconnecting

When you disconnect, new invoices no longer go to your package and meetpiloot no longer sees payments. Whatever is already booked stays in your package.

Who can do this

Permission names are shown in Dutch:

• Boekhouding koppelen (connect accounting): connect, set up and disconnect a package.
• Facturen naar de boekhouding sturen (send invoices to accounting): book invoices yourself or send them again.