Exact Online is accounting software. Invoice Office is where the documents that feed it get created. Connecting the two means the invoice you raised is the entry your accounting sees — not something re-keyed from a PDF.
Where to set it up
Every connector lives in the same place: Settings → Settings → System integrations. Open the Exact Online connector, enter the credentials it asks for, and use the switch to enable or disable the connection.
The credentials come from Exact Online, not from us. If you are not sure where to find yours, that is a question for them — they own that side of the connection.
Why connect an accounting package at all
- One entry, not two. The most common bookkeeping error is not a miscalculation, it is the same transaction typed twice with a difference.
- Faster period close, because there is no batch of documents waiting to be transferred at month end.
- A trail that survives. Each figure in the accounts leads back to the document that produced it.
Before you rely on it
- Test with a small number of documents first. Verify a handful land correctly before you assume the whole month will.
- Check your document conditions, since they apply to what the connector produces — see how to use document conditions.
- Watch it for the first period. A connector failing silently is expensive precisely because nothing appears to be wrong.
If you need the exact field-level detail for your setup, contact us and we will walk you through it.