How do the APIs work to synchronize my accounting entries with Qonto?
Updated
The Qontable Space (Accountant Hub) offers automatic synchronization of your accounting entries with your accounting software via real-time APIs. ✨ This integration directly connects your accounting software to Qonto to automate the exchange of accounting data for your client files.
The accounting reference data for each file (chart of accounts, subsidiary accounts, journal codes) is automatically retrieved from your accounting software to your Qontable Space. Once the connection is established, the entries generated by Qonto (purchases, sales, expense reports, bank entries) are synchronized to your accounting software as soon as they are validated. This integration is available for accountants with access to the Qontable Space.
Which accounting software are compatible with the synchronization of accounting entries via API?
The software compatible with automatic synchronization of accounting entries is accessible from your Qontable Space > Integrations menu:
Each dedicated article details the activation steps, prerequisites, and specific rules to follow for each software.
What if my accounting software is not listed above?
If your accounting production software is not listed above, use the system to export entry files in a format compatible with your accounting software. See here to generate your entry files for Agiris, Cegid Expert, XRP, Sprint, EBP, Fulll, Pennylane, Sage 50, Sage 100, Tiime, CSV/XLS, etc.
How does the synchronization of entries work?
Synchronization relies on two distinct automatic flows.
Retrieval of the accounting reference data
When a file is created in Qonto, the accounting reference data from your accounting software is automatically retrieved: general chart of accounts, subsidiary accounts, and journal codes. This reference data is then used as a working base in Qonto for processing supporting documents and generating entries.
Uploading entries to your accounting software
Once the supporting documents are recorded and validated in Qonto, the corresponding accounting entries (purchases, sales, expense reports, bank) are sent to your accounting software. The associated supporting documents are transmitted at the same time. This sending can be triggered automatically or manually depending on your settings and the software used — consult the dedicated article for your software to know the exact process.
How can I start the connection in my Qontable Space?
The configuration is done entirely from the Integrations menu of your Qontable Space, through a step-by-step connection wizard.
Before starting, consult the dedicated article for your software (see list above) to prepare the necessary information (API keys, credentials, configuration prerequisites) and avoid any interruption during setup.
Log in to your Qontable Space and go to the Integrations menu
Select your accounting software from the list of available integrations
At the bottom of the page, click Start and follow the wizard steps: a screen will appear asking for the API keys and codes of your accounting software noted during step 1 above. Enter the requested codes (example here to connect Sage GE. The requested information differs for other accounting software):
Depending on the accounting software, in addition to entering API keys, you will find different options:
Frequency of accounting data synchronization: define when and how accounting entries are sent to the accounting software (Real-time = immediately after entry creation / Daily = automatically once a day in the evening / Manual = only when clicking the Synchronize button on the client's Accounting page)
Enable automatic synchronization of accounting accounts: once a week, newly created accounts in your accounting software's chart of accounts and subsidiary accounts are immediately created in Qonto in the client files connected to the API (see below).
The next screen will present, if applicable, a table with: - On the left side of the table, any existing Client files in Qonto - On the right side, a list of files found in your accounting software. You can associate a Qonto file with a file from your accounting software on this screen. If you do not have one, skip this step by clicking Confirm.
7. Then, Qonto presents you with a table listing the files and a status column. Use this Status column to activate the integration on the files:
Use the [...] buttons at the top right or on each line to access the connector configuration:
Edit API connection to change the API keys if they are incorrect
Disable integration / API connection to stop synchronizations
Refresh accounting data for a file: this will immediately retrieve the general chart of accounts and subsidiary accounts from your accounting software to update the Qonto file.