Qonto and MyUnisoft offer several integration methods for retrieving your accounting data. Depending on your setup, you can retrieve bank transactions automatically or manually, manually export your invoices, or set up full synchronization of accounting entries via the Qontable Space API (reserved for Accountants).
☝️ If you are an Accountant, you must have an Accountant access to access your clients' files via the Qontable Space. 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 purchase and sales invoices in MyUnisoft?
You can manually export your invoices from Qonto. The procedure varies depending on your role:
-
Qonto Client (regardless of your plan):
- Go to the Purchases section (supplier invoices) or Sales section (customer invoices)
- Click on Export at the top right
- Choose the desired period and download the file
-
Accountant (via the Qontable Space):
- Select the desired file from the list on the left
- Click on Download invoices (suppliers) or Export customer invoices
- Choose the desired period and download the file
⚠️ The selected period corresponds to the date the invoice was imported into Qonto, not the invoice date itself.
How can I retrieve bank transactions in MyUnisoft?
The Qonto → MyUnisoft integration allows hourly automatic retrieval of bank transactions and their attached documents in MyUnisoft. Activation is configured from the MyUnisoft software. For setup, see the MyUnisoft documentation: How to connect Qonto to MyUnisoft?
Manual export of transactions
Alternatively, you can manually export your transactions from Qonto. The procedure varies depending on your role:
-
Qonto Client (regardless of your plan):
- Go to the Transactions section
- Click on Export transactions at the top right
- Choose the export type — you can include supporting documents, downloaded in a separate folder
-
Accountant (via the Qontable Space):
- Select the desired file from the list on the left
- Click on Access my Client Space at the top right
- Go to the menu Pro Account > Transactions
- Click on Export transactions at the top right
- 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 Qontable Space API, reserved for Accountants.
Qonto clients subscribed to the Business plan or higher can also access Qonto pre-accounting to generate entry files. See the dedicated article: How to do my pre-accounting with Qonto?
Install the MyUnisoft API from the Qontable Space
- Log in to your Qontable Space and go to the Integrations menu
- Click on Start at the bottom of the integrations page and follow the steps in the wizard
For complete API configuration and how it works, see: 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 Qontable Space
- The entries generated by Qonto (purchases, sales, expense reports, bank entries) are synchronized to MyUnisoft upon validation
- You can modify API settings and connect new files from the Integrations page of the Qontable Space
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 file and click Export. Select the TRA (.zip) format from the dropdown list.
For specific constraints related to the TRA format for MyUnisoft (auxiliary code prefixes, label length limits), see: What constraints should I know about the TRA format for Cegid and MyUnisoft?
For more information on manual export of entries, see: How can I manually export my accounting entries from the Qontable Space?