Skip to main content
If your accountant works in lexoffice, sevdesk or MoneyBird, Softbooq can send your invoices there. With lexoffice it also brings back customers and payments, so an invoice paid in lexoffice is marked paid in Softbooq. For Xero, see Xero.
Coming soon. Pennylane, Zoho Books, DATEV and QuickBooks Online show Coming soon in Settings and cannot be connected yet. Their rows below show what they will do.
They are all in Settings → Integrations, under Accounting. You need to be an Admin to connect one.

​
What each one does

Customers coming back are matched to your existing customers by email; anyone new becomes a customer in Softbooq. A payment coming back marks the Softbooq invoice Paid and posts it to your books.

​
Connect a tool with a key

lexoffice, Pennylane, sevdesk and MoneyBird connect with a key you create in that tool.
1

Create the key in the accounting tool

  • lexoffice: Einstellungen → Public API
  • Pennylane: Settings → API → Personal access tokens
  • sevdesk: Settings → User → API token (32 characters)
  • MoneyBird: Settings → API tokens
2

Open its tile in Settings → Integrations

Choose Connect lexoffice (or Pennylane, sevdesk, MoneyBird), paste the key and confirm. The key is stored encrypted.
3

Choose Test connection

It confirms the key works. To change a key later, choose Disconnect and connect again with the new one.

​
Connect Zoho Books

Choose Connect Zoho Books and sign in to Zoho. Softbooq finds your Zoho region by itself. The panel then shows the Organization you connected.

​
Connect DATEV

DATEV is a paid add-on. Click the DATEV tile, tell us in Reason (optional) why you need it, and Submit request. We review requests within one business day and email you when it is approved. You can then choose Connect DATEV and sign in. DATEV receives invoices only once they have left draft.

​
When invoices are sent

Nothing moves straight after connecting. Invoices go across:
  • every night, or
  • when you choose Push invoices in the tool’s panel
The first time, Softbooq sends invoices dated in the last 90 days. After that it sends new ones. Each invoice is sent once, and each run sends up to 100, oldest first. Credit notes are not sent. With lexoffice, Pennylane and Zoho Books, the nightly run also brings back payments and customers. You can do that yourself at any time with Pull payments and Sync contacts.

​
Tax codes and cost centres

Under each panel, Integration Mappings has Tax Codes and Cost Centers tabs: choose which code in the accounting tool each Softbooq tax rate and cost centre becomes, then Save mappings.

​
When something does not go across

  • The panel shows the last error in red under Invoice push, and the tile shows Error.
  • Your Dashboard lists each record that could not be sent and why, with buttons to Open integration, Open mappings or Reconnect. Correct the record and send it again.
If Test connection says Saved key is no longer valid - reconnect., the key was revoked or expired in the accounting tool: disconnect and connect again with a new key.

​
Disconnect

Disconnect stops sending invoices. Invoices already in the accounting tool stay there, and you can reconnect later.

​
See also

Xero

Two-way sync with Xero.

Finance

Where your invoices live.

Integrations

Everything Softbooq connects to.