Sebastian de GoeijShort answer
You reconnect a ledger via Team name → Connections, not via the settings of one administration. In Exact Online you sign in with the same connection account; a different Exact user is rejected. Disconnecting leaves the administrations in Autoboeker. SnelStart only connects with the Accountant or InOrde package.
Key takeaways
- Connections sit under the team name, not under Settings of the administration.
- Exact: reconnect with the connection account, not your personal user.
- Extra Exact administrations you cannot see: add an extra connection.
- Disconnecting does not remove the administration in Autoboeker.
- SnelStart InZicht, InKaart and inBalans cannot connect.
Where do I connect the ledger?
Connecting and reconnecting is Team name → Connections at the top left. That is a firm action, not a setting of one administration. After connecting you choose which administrations come along. Autoboeker then syncs GL accounts, VAT codes and relations.
- 1Click the team name at the top left and choose Connections.
- 2Pick the ledger or click Reconnect on an existing connection.
- 3Sign in with the firm's connection account.
- 4Tick the administrations Autoboeker may see.
How do I reconnect Exact Online?
On the Exact connection, click the refresh icon (Reconnect). Sign in to Exact with the same Exact user as that connection. A different Exact user is rejected. Support cannot do this for the firm.
Administrations your current Exact user cannot see are added via Connections → Exact → Add connection, with name and email. Exact asks permission for current and future administrations. Disconnecting an administration in Exact does not remove it in Autoboeker; you do that at the bottom of Settings.
Which SnelStart package do I need?
SnelStart only connects with Accountant or InOrde. InZicht, InKaart and inBalans cannot, even if InZicht is more expensive. That is a SnelStart limit, not an Autoboeker limit.
From SnelStart Autoboeker can fetch purchase and sales entries. Bank matching is available. VAT analysis and the VAT overview in the client portal are Exact Online only.
What syncs after connecting?
GL accounts, VAT codes and relations come from the ledger. Documents from the Exact digital mailbox and purchase and sales entries from SnelStart can be fetched. Autoboeker does not fetch Exact Scan & Recognise; switch that service off to avoid double processing.
Bank transactions come from the ledger, not from a bank connection of Autoboeker itself.
FAQ
Questions about this topic.
No. Use the connection account of that connection. For administrations that user cannot see, add an extra Exact connection.
No. The administration stays until you remove it under Settings.
No. Only Accountant or InOrde.
No, only the digital mailbox.
Team name → Manage clients. On one administration you only add existing client users.
