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Configuring Acomba integration with Plannit
Configuring Acomba integration with Plannit

Integrate Plannit with Acomba to maintain your sales and payment accounting in a few clicks

Caroline Pelletier avatar
Written by Caroline Pelletier
Updated over a month ago

By integrating Plannit and Acomba, companies benefit from simplified, more accurate and centralized management of their financial transactions, which not only saves time, but also improves compliance, control and financial analysis.

Step 1: Create a new customer account in Acomba

Why create a customer account?

Acomba does not allow you to import journal entries into an account linked to a module, such as accounts receivable. It is therefore necessary to create a specific account for transactions coming from Plannit.

  • Open Acomba.

  • Go to Data entry/Accounting/Accounts menu.

  • Click on the folder to create a new account.

  • Enter the account number and name, e.g. Plannit customer account

  • Click on Save to confirm account creation.

Step 2: Configuring Acomba integration

  1. In the Accounting section of your Plannit settings.

  2. Click in the box to select Acomba

  3. In Configure accounting system enter your GL debit and credit account numbers (see notes in red):

    1. To record sales (i.e. for invoice items)

    2. For payments and refunds

  4. Click on Save

  5. Activate the button to generate transactions only when invoices are paid.

Step 3: Register your corresponding ledger accounts for your taxes

  1. In the Invoices section of your Plannit settings.

  2. For each tax group, click and enter the Acomba account numbers associated with your taxes. For example:

    • For TPS :

      • Debit = Acomba general ledger account for accounts receivable Plannit Customers

      • Credit = Acomba general ledger account for GST payable

    • For QST:

      • Debit = Acomba general ledger account associated with accounts receivable Plannit Customers

      • Credit = Acomba general ledger account for QST payable

  3. Click on Save

Step 4: Register your corresponding accounts for product and service

  1. In the List of products and services of your Plannit settings.

  2. For each item in your catalog, complete the following steps:

    • Enter the Acomba account numbers:

      • Debit account: Account receivable number Plannit Customers

      • Credit account : Assigned income account number

  3. Click on Save

  4. Repeat for each item in your Products & Services catalog.

Note

It is important to remember to do this every time you add a new product to the products and services catalog to ensure that the transfer of transactions is done correctly.

Important

Deleting an item from your products and services catalog could result in error messages if the transactions related to these items take place after the deletion.

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