Ready to upgrade your bookkeeping workflow? Transitioning from an old bookkeeping integration to the Accounting Booster in Teamleader Focus ensures a more robust sync, but it’s important to follow the steps in the correct order. To prevent background conflicts, you must deactivate and remove your old integration before setting up the new one. Read all about it here.
Why upgrade to the Accounting Booster?
The Accounting connector Booster isn't just a new connection; it's a significant upgrade to your financial overview:
- 🔄 Outgoing AND incoming invoices synced: all your Peppol invoices are sent through to your accounting tool automatically.
- 💳 Payment status synced for outgoing/incoming invoices and credit notes: see directly in Teamleader Focus what’s been paid and what’s still outstanding.
- ✅ Full sync overview: maintain a clear, real-time view of synchronisations. See what has been synchronised, what the potential blockers are and how to solve them.
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🏢 Multiple company entities: managing more than one company? You can now sync them all in one central place.
Phase 1: Preparation
Before you make the switch, ensure your data is up to date:
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Check your sync status: verify the date of the last synchronised invoice or credit note. Make sure everything is synced up to today’s date.
Only documents that received a booking number in Teamleader Focus have been synced. Add the ‘Booking number’ column via the cogwheel in the bottom-right corner of the invoices or credit notes overview. Documents without a booking number have not yet been synced. - Document your integration settings: we strongly recommend taking screenshots of your current integration settings. This makes it much easier to replicate them in the new setup. Read on to learn where to find these settings.
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Gather credentials: ensure you have the login details for your accounting tool ready.
Phase 2: Deactivate the current integration
- Click on your profile picture (top right) in Teamleader Focus > select Integrations/Marketplace.
- Use the search bar to find your current accounting integration.
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Click on Manage to go to the integration settings.
Important: Note down what is currently set up as the 'Start date' of the integration; you will need this exact date when linking the new integration. - Click Deactivate.
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Set the disconnection or delink date to a date in the future (e.g., tomorrow).
Why? The disconnection date determines which invoices lose their link to your accounting package. By choosing a future date, you ensure current invoices keep their booking numbers and stay synced. - Do NOT disconnect contacts and companies (ensure the toggle is turned off).
- Do NOT disconnect customers (ensure the toggle is off).
- Complete the deactivation process.
- Finally, Delete the integration by clicking the 'Delete' button on the left side.
Phase 3: Activate the Accounting connector Booster
Now that the old connection is removed, you can set up the new booster:
- Follow the official setup guide here: How to connect the Accounting connector Booster.