teamleader-exactonline integration | Combidesk

This Teamleader Exact Online integration exports invoices and credit notes to Exact Online. This saves time; you no longer have to do double work, and it reduces errors. After all, there is no manual work required anymore.

The Teamleader Exact Online integration works very simply. The integration is fully automatic and runs every 120 minutes. Invoices from Teamleader are forwarded as sales bookings in Exact Online. You can choose whether to transfer only paid orders or all orders. So, you are always up to date with your accounting in Exact Online.

Benefits

• Effortlessly synchronize invoices and credit notes between Teamleader and Exact Online.
• Save valuable time so you can focus on what you do best.
• Determine based on the order status when synchronization should occur.
• Less manual work, hence reducing the chance of errors.
• It's super easy! No downloads and no expensive developer required!

Features

• Create sales entries in Exact Online.
• Suitable for Exact Online Belgium and the Netherlands.
• Select different entities. One integration can be installed per entity.
• Synchronize credit notes from Teamleader to Exact Online.
• Synchronize all or only sent invoices.
• Synchronize all or only paid invoices.
• Export existing Teamleader invoices to Exact Online once (optional).
• Link various general ledger accounts.
• Choose the desired Exact Online journal for invoices.
• Choose the desired Exact Online journal for credit notes.
• Link VAT rates from Teamleader to the VAT rates in Exact Online.
• Teamleader invoices are added as PDF attachments to the sales booking in Exact Online.
• Use the Teamleader invoice number as the booking number in Exact Online.
• Payment status is sent back from Exact Online to Teamleader.
• The integration synchronizes every two hours. An invoice never appears twice in Exact Online.

FAQ

How often is the data synchronized?

This integration synchronizes automatically every 120 minutes by default. You don't have to do anything for this. If a synchronization fails, the integration will retry it on the next run. If the issues persist, we will notify you by email.

What rights do I need to have in Exact Online?

In Exact Online, you need to have the appropriate rights for sales entries. You should coordinate this with your accountant or with Exact Online. The settings can be found in your Exact Online account.

Can the PDF of the order be included when sending it to Exact Online?

Yes, the PDF of the invoice is added as an attachment to the sales entry in Exact Online.

Can I connect multiple Teamleader entities?

Sure. To achieve this, you need to install the integration separately for each entity.

Are credit notes included, and how does that work exactly?

Yes, the integration optionally synchronizes credit notes as well. Once you create a credit note in Teamleader, a sales booking for that credit note will be generated in Exact Online.

Can you help with the installation of this integration?

Absolutely 😀! If you don't have the time or find the setup too complicated, no problem! We can handle the installation of this integration for you. There will be a one-time installation fee for this service. If you later decide not to use the integration, we'll refund the installation fee to you.

How do I get the correct VAT on an Exact Online invoice?

Make sure that you have activated the used VAT rates in both Teamleader and Exact Online. In the settings of the integration, you can then link the VAT rates from both systems together.