How to connect an accounting package?

Billtobox can connect to your accounting package through what we call the accounting app. There are multiple accounting apps to choose from depending on your accounting package.

Step 1: Which accounting package do you use?

Look for your accounting package in the table below to find out which accounting app to use in order to connect to Billtobox.

Step 2: Are you an entrepreneur or an accountant?

Entrepreneurs will activate the accounting app to connect to an accounting package through the Apps menu in Billtobox.

Click on the accounting app you need (as shown in the table above) and learn how to connect your accounting package:

Accountants will configure their accounting package in the Console.

Step 3 (accountants only): Connect to your clients

To receive your clients' documents, you need to assign the configuration from step 2 to them.

• Go to the Clients menu.
• Scroll down to Accounting package connection.
• Toggle on Share documents with accountant.
• Select the accounting package you configured in step 2.