Qonto and Dext offer several integration methods for retrieving your accounting data. Depending on your setup, you can automatically sync receipts of bank transactions or manually export purchase and sales invoices or transactions.
☝️ Qonto is an Authorized Platform (PA): this notably allows you to automatically retrieve purchase invoices within the platform 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 Dext?
The Qonto → Dext integration allows automatic retrieval of every receipt attached to a transaction in Qonto.
This integration is available to Owners and Admins of the Qonto account, on 💻 web, and requires an active Dext account.
The connection with Dext is done via the Qonto API. You must first retrieve your identifier and secret key from your Qonto space:
- Log in to your Qonto account on 💻 web
- Go to Integrations and Partnerships, then click on Integrations
- In the Integrations and Partnerships menu, click on API Key
- To the right of the Identifier tab, click Generate to create your secret key
- Copy and paste your identifier and secret key — you will need them for configuration in Dext
☝️ If you are an accountant and do not have access to your client's secret key, contact the Qonto account Admin to have it generated.
How do I connect Qonto from my Dext account?
Once you have your Qonto API credentials, configure the connection from Dext:
- Go to your Dext account
- In the left navigation bar, go to the Connections menu, then click on Purchase Connectors
- Select Qonto from the list
- Paste your Qonto identifier and secret key
- Choose the number of months of Qonto history to import (from 1 to 12 months)
- Click Connect Qonto
Synchronization of your data starts automatically after connecting.
Manual invoice export
-
Qonto Client (regardless of your plan):
- Go to the Purchases section (supplier invoices) or Sales (customer invoices)
- Click Export at the top right
- Choose the desired period and download the file
-
Accountant (via the Espace Qontable):
- Select the desired file from the list on the left
- Click Download invoices (suppliers) or Export customer invoices
- 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 Dext?
Manual export of bank transactions
-
Qonto Client (regardless of your plan):
- Go to the Transactions section
- Click Export transactions at the top right
- Choose the export type — you can include receipts, downloaded in a separate folder
-
Accountant (via the Espace Qontable):
- Select the desired file from the list on the left
- Click Access my Client Space at the top right
- Go to the Pro Account > Transactions menu
- Click Export transactions at the top right
- Choose the export type — you can include receipts, downloaded in a separate folder
How can I export my accounting entries to Dext?
You can use export by accounting entries file (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 entries 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 Qonto file, click Export and select the appropriate format from the dropdown list.
For more information on manual entries export, see: How can I manually export my accounting entries from the Espace Qontable?