Search

How can I integrate ACD iSuite with Qonto?

  • Updated

Qonto and ACD offer several integration methods for retrieving your accounting data. Depending on your setup, you can retrieve invoices, bank transactions, or for Accountants, set up a complete synchronization of accounting entries via the Espace Qontable API.

☝️ Qonto is an Authorized Platform (PA): this notably allows you to automatically retrieve purchase invoices within the space, without having to download them manually.

☝️ If you are an Accountant, you must have an Accountant access to access your clients’ files via the Espace Qontable. If not, ask your clients to invite you as an Accountant on their account. The Qonto Basic plan does not allow this invitation.

 

How can I retrieve invoices in ACD?

The Qonto → ACD integration allows the automatic retrieval of purchase and sales invoices in ACD, including those matched to bank transactions, but not unpaid invoices.

This API, developed by ACD, allows:

  • Directly from ACD: creating a new Qonto bank account, or pairing an existing account
  • Directly from ACD: paying supplier invoices with one click from the ACD i-Facture module (portal for Accountants), secured by dual mobile validation
  • Instant accounting reconciliation, providing optimal visibility on cash flow and financial transactions
  • Sales invoices: sending paid or unpaid sales invoices to ACD — then ACD OCR processing (i-Dépôt) and generation of sales entries in ACD
  • Purchase invoices: sending only paid purchase invoices to ACD as justification for bank transactions — without OCR processing, thus no automatic generation of purchase entries in ACD
  • Retrieval of bank transactions with supporting documents in ACD: retrieval via the banking module, allowing generation of bank entries in ACD

Activation of automatic integration

This integration is available starting from the Qonto Basic plan.

  • If you are a Qonto client, log into your account and go to the menu Tools > Integrations
  • If you are an Accountant, you can also do this on behalf of your client: log into the relevant Qonto client file via your Espace Qontable and go to the same menu Tools > Integrations
  1. Select the category Accounting
  2. Search for ACD and follow the instructions to connect the account

Manual export of invoices

If you prefer a manual export, the procedure varies according to your role:

  • Qonto Client (regardless of your plan):
    1. Go to the Purchases section (supplier invoices) or Sales (customer invoices)
    2. Click on Export at the top right
    3. Choose the desired period and download the file
  • Accountant (via the Espace Qontable):
    1. Select the desired file from the list on the left
    2. Click on Download invoices (suppliers) or Export customer invoices
    3. Choose the desired period and download the file

⚠️ Note: the desired period corresponds to the invoice import date in Qonto and not the invoice date.

 

How can I retrieve bank transactions in ACD?

The Qonto → ACD integration also allows the automatic retrieval of bank transactions and their attachments in ACD. Activation is done via the same menu Tools > Integrations as for invoices (see previous section).

Manual export of transactions

  • Qonto Business Client (regardless of your plan):
    1. Go to the Transactions section
    2. Click on Export transactions at the top right
    3. Choose the export type — you can include supporting documents, downloaded in a separate folder
  • Accountant (via the Espace Qontable):
    1. Select the desired file from the list on the left
    2. Click on Access my Client Space at the top right
    3. Go to the menu Pro Account > Transactions
    4. Click on Export transactions at the top right
    5. Choose the export type — you can include supporting documents, downloaded in a separate folder

Automatic sending of Qonto transactions via the EBICS/JeDeclare integration

An EBICS/JeDeclare integration is available for automatically sending bank transactions to Sage GE. This integration does not allow transmission of supporting documents. For configuration, see: How to connect Qonto to my accounting or treasury tool via EBICS?

 

How can I set up automatic synchronization of accounting entries?

Complete automatic synchronization of accounting entries (purchases, sales, expense reports, bank) and their attachments is available via the Espace Qontable API, reserved for Accountants.

Qonto clients subscribed to the Business plan or higher can also access Qonto pre-accounting to generate entry files. To learn more, see the article: How do I do my pre-accounting with Qonto?

For Accountants: install the ACD API from the Espace Qontable

  1. Log into your Espace Qontable and go to the menu Integrations
  2. Click the Start button at the bottom of the integrations page

For complete API configuration and operation, see the dedicated article: How do APIs work to synchronize my accounting entries with Qonto?

Once the connection is established:

  • The accounting reference for each file (chart of accounts, auxiliary accounts, journal codes) is automatically retrieved from ACD to your Espace Qontable
  • Entries generated by Qonto (purchases, sales, expense reports, bank entries) are synchronized to ACD as soon as they are validated
  • You can modify API settings and connect new files from the Integrations page in the Espace Qontable

Manual export of entries to ACD

If you prefer file export, go to the Ready to export tab in the Accounting menu of the Qonto file and click Export. Select the format ACD In (.zip) from the dropdown list.

For more information, see: How can I manually export my accounting entries from the Espace Qontable?

 

Related articles