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How can I connect other accounting software with Qonto?

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☝️ Qonto is an Approved Platform (PA): this notably allows you to automatically retrieve purchase invoices in the platform, 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 from Qonto?

Manual export of invoices

  • 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 chosen period corresponds to the invoice import date in Qonto and not the invoice date.

 

How can I retrieve bank transactions from Qonto?

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 EBICS/JeDeclare integration

Depending on the software, an EBICS/JeDeclare integration may be available for automatically sending bank transactions to your accounting software. This integration does not allow transmission of supporting documents. For configuration, see: How to connect Qonto to my accounting or cash management tool via EBICS?

 

How can I export my accounting entries to my accounting software?

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

Access conditions:

  • Qonto Clients subscribed to the Business plan or higher: access Qonto pre-accounting to generate entry files — see the article How to 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 Qonto file, click Export, and select the appropriate 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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