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How can I integrate MyUnisoft with Qonto?

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Qonto and MyUnisoft 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 full synchronization of accounting entries via the API of the Espace Qontable.

☝️ 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 MyUnisoft?

Manual export of invoices

You can manually export your invoices from Qonto. The procedure varies depending on your role:

  • Qonto Client (regardless of your plan):
    1. Go to the Purchases section (supplier invoices) or Sales section (customer invoices)
    2. Click on Export at the top right
    3. Choose the desired period and download the file
  • Accountant (via the Qontable Space):
    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 date the invoice was imported into Qonto, not the invoice date.

 

How can I retrieve bank transactions in MyUnisoft?

The Qonto → MyUnisoft integration allows hourly retrieval of bank transactions and their attachments into MyUnisoft. Activation is configured from within the MyUnisoft software. For setup, please refer to the MyUnisoft documentation: How to connect Qonto to MyUnisoft?

Manual export of transactions

You can manually export your transactions from Qonto. The procedure varies depending on your role:

  • 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 Qontable Space):
    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

 

How can I set up automatic synchronization of accounting entries?

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

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

For Accountants: install the MyUnisoft API from the Espace Qontable

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

For full 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 MyUnisoft to your Espace Qontable
  • Entries generated by Qonto (purchases, sales, expense reports, bank entries) are synchronized to MyUnisoft as soon as they are validated
  • You can modify API settings and connect new files from the Integrations page of the Espace Qontable

Manual export of entries to MyUnisoft

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

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

 

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