Connecting Moneybird and choosing the administration

Last updated: 1 minute read

Boekvogel needs access to Moneybird to be able to create invoices. You log in to Moneybird itself once; Boekvogel never sees your password.

Connecting

1

Click “Connect Moneybird”

You go to Moneybird to give Boekvogel access to your sales invoices, your bank and your settings.

2

Choose your administration

You see all administrations your Moneybird account can access. Choose the one for this web shop.

3

Continue to the settings

Boekvogel fetches your ledger accounts, VAT rates and financial accounts, so the dropdowns in the following steps are filled.

Note. If you have several administrations, choose carefully. Booking in the wrong administration takes manual work to undo.

If the connection expires

If the access is lost, this appears: “The Moneybird connection stopped working. Booking is paused until you connect again.” Booking then stops deliberately. Connect again and choose your administration; everything that was left waiting, refunds included, is then booked straight away.

If you want to create something in Moneybird that Boekvogel does not know about yet — a new account, for example — open the section with “Change” and use “Fetch data again” at the bottom.

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