How to easily integrate e-boekhouden with TimeChimp and import customers, create invoices, and generate sales entries.
About e-Boekhouden
e-Boekhouden is an online accounting software platform that supports businesses in managing their financial administration. It enables users to efficiently and effectively perform their bookkeeping tasks through an online system, without the need for local software installation.
With e-Boekhouden, users can perform various accounting tasks such as creating invoices, managing income and expenses, tracking bank transactions, generating financial reports, and filing VAT returns. It also offers features like automatic processing of bank statements and importing data from other systems.
Activating the Integration
Go to Settings in TimeChimp via the gear icon in the main menu. Open Integrations and click on the e Boekhouden app to activate the integration for free.
Then log in to e-Boekhouden and go to Management, Integrations, then API, API/SOAP, and click Continue.
Next, return to TimeChimp and open the integration settings.
Enter the username, security code 1, and security code 2 that are shown under the API or SOAP tab.
Enter the name of the desired invoice template and select a ledger account.
You can adjust this later per task in the task settings.
Click Save again to complete the integration.
Note: Only enter the account number in the 'General Ledger Account' field. If you also enter the name, the integration will not work.
Importing Customers
When you have a connection with e-Boekhouden, you can import all customers from e-Boekhouden by going to Settings -> Import in TimeChimp. You can then view them in Management -> Customers.
The connection is made based on the customer number field in TimeChimp, which should match the customer number in e-Boekhouden.
There is also an option to set up an automatic nightly import for importing your customers in Settings -> e-Boekhouden.
Alternatively, you can choose to create your customers in TimeChimp first. When creating an invoice in e-Boekhouden, the customer will be automatically created in e-Boekhouden if it doesn't already exist.
Creating an Invoice
You can easily create an invoice for all hours, expenses, and trips in e-Boekhouden.
Go to Overview -> Hours, select the hours (or expenses/trips), and choose Actions -> Invoice in e-Boekhouden.
You can also invoice your customers/projects in e-Boekhouden from Finance -> Unbilled.
This can be useful for projects that use a subscription or fixed price as the billing method.
Creating a Sales Entry
If you want to use the invoice module of TimeChimp, create your invoice and, after sending the invoice to the customer, create a sales entry in e-Boekhouden.
You can do this via 'Invoices' (select the invoices) or from the invoice itself. Choose Actions -> Create Sales Entry in e-Boekhouden.
Note that the invoice must be sent before this button becomes visible.