Connecting your Envoice account to your accounting software ensures that your data moves automatically between platforms.
This integration transfers your business accounting documents (such as purchase invoices, receipts, expense reports, and sales invoices) directly to your accounting software without any manual data entry. It also synchronizes necessary registers, such as your suppliers, charts of accounts, and projects.
Connect to your accounting software
To connect your accounting software to Envoice, follow these steps:
Go to Settings and select Integrations.
Under the Accounting software section, select the software you use.
Follow the on-screen instructions to complete the integration.
Important notes about the integration
Data security: Integrating Envoice will not alter or endanger any existing settings or documents in your accounting software.
Trial periods: We recommend connecting your accounting software even during your trial period so you can test the full automation process.
Important: If you want to test Envoice but do not want test documents sent to your accounting software, disable the auto-publish feature. You can enable it again when you are ready to process real documents.
What is Envoice File integration?
Envoice File is an option for your business if can not integrate your accounting software with our system but wish to use Envoice to manage expenses and reports. This integration allows you to use Envoice and export both sales and purchases documents.
For this integration, you should definitely review How to Set Up Accounting in Envoice to set up expense categories, VAT rates, contacts, and other things you need to successfully use Envoice.
You can find more articles and guides about integrations from our Support Center under the Integrations topics.