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How can I integrate Pennylane with Qonto?

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Qonto and Pennylane offer several integration methods for retrieving your accounting data. Depending on your setup, you can automatically sync bank transactions, purchase and sales invoices, or manually export accounting entry files.

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

☝️ If you are an Accountant, you must have 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 Pennylane?

The Qonto → Pennylane integration allows automatic retrieval of all purchase and sales invoices in Pennylane, including unpaid invoices and those reconciled with bank transactions.

For detailed setup steps, see:

Activating the integration

  • If you are a Qonto client, log in to your account and go to the Tools > Integrations menu
  • If you are an Accountant, log in to the relevant client file via the Espace Qontable and go to the same Tools > Integrations menu

Manual export of invoices

If you prefer a file export, the procedure varies depending on your role:

  • Qonto client (regardless of your plan):
    1. Go to the Purchases section (supplier invoices) or Sales (customer invoices)
    2. Click 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 Download invoices (suppliers) or Export customer invoices
    3. Choose the desired period and download the file

⚠️ Note: the desired period corresponds to the date the invoice was imported into Qonto and not the invoice date.

 

How can I retrieve bank transactions in Pennylane?

Manual export of bank transactions

  • Qonto client (regardless of your plan):
    1. Go to the Transactions section
    2. Click 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 Access my Client Space at the top right
    3. Go to the Pro Account > Transactions menu
    4. Click Export transactions at the top right
    5. Choose the export type — you can include supporting documents, downloaded in a separate folder

 

How can I export my accounting entries to Pennylane?

You can use file export of accounting entries (purchases, sales, expense reports, bank) and their attachments as an alternative to automatic synchronization of invoices and transactions.

Access conditions:

  • Qonto clients subscribed to the Business plan or higher: access Qonto pre-accounting to generate entry files — see the article How do I do my pre-accounting with Qonto?
  • Accountants: access the client file via the Espace Qontable and follow the same procedure

Go to the Ready to export tab in the Accounting menu of the file, click Export, and select the Pennylane format from the dropdown list.

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

 

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