How Plannit's integration with Acomba works
Plannit's integration with the Acomba enables you to batch transfer all your sales and payments made in Plannit as (Accounting book) entries, eliminating the need to manipulate information and saving time.
It is therefore very important to determine in advance to which AB (Accounting book) account the items created in Plannit's Product catalog should be linked to. As well as the bank account for payments, the account receivable and the tax payable accounts (gst payable and qst payable). You can also create new accounts in your charter for each of them if you prefer not to use the existing ones. See the attached guide for help:
Once the integration is complete, it's important to manage everything to do with sales & payments in Plannit, i.e. quotes, invoices and payments must be made in Plannit by the person in charge of administration.
Note: Avoid making the same actions on both systems to prevent duplications
At the end of each accounting period (or every week, depending on your preference), the administrator (or accountant) simply extracts the information from Plannit (a AB entry will be created) and you can import it into Acomba to enable you to reconcile and prepare your financial statements. See the attached guide to help you extract information from Plannit and import it into Acomba:
Example of an export to Acomba
Here's an example of a generated entry:
In this example, the account numbers are as follows:
