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      Link Go Getter with Winbooks Connect

      How to link Go Getter with Winbooks Connect

      In the article below, we will focus on how to link Go Getter with Winbooks Connect.

      What do you need to successfully use this integration:

      • The name of the accounting package used by your accountant
      • The frequency at which the invoices should be sent
      • The e-mail address the invoices should be sent to

      Establish the connection: 

      • Log in to the admin panel and go to the "Integrations" tab.
      • Navigate to UBL and select "Configure".

      • On the next page, enter a start date (all invoices from this date onwards will be exported).
      • In the second field, you select the UBL version supported by your accountant's software. 

       

      The UBL version is contingent upon the version supported by the accounting program that reads the UBLs. When in doubt, consult with either the accounting software manufacturer or your accountant. 

      • Select "Next".

      On the next page, you can choose between manual or automatic export, we opt for automatic export.

      By choosing the automatic option, you can ensure that your accountant receives invoices regularly without requiring any further action from your end.

      • Adjust the frequency of exports. This can be daily, weekly or monthly.
      • If you choose weekly or monthly, you can also specify the day on which the export should take place.

       

      Most customers prefer scheduling a monthly export a few days into the new month, allowing for a comprehensive review by both you and your accountant. 

      It is important to note that filing VAT returns on a monthly basis is required, with a deadline on the 16th. To ensure adequate preparation time for your accountant, we recommend exporting data on the 5th day of the following month. Don't forget to select only the previous month's invoices before sending.

      • After adjusting the settings, select "Next".
      • Finally, fill in the e-mail address the invoices should be sent to. 
      • Select "Save". 

      If you have followed the steps correctly, your outbound invoices will now be automatically delivered to your accountant.

      • After completion of the preceding steps, you will receive the following e-mail in your mailbox.
      • Click on "Download" to download the UBL files in zip format.

      • Open the file in order to extract the documents. 

      Efficiently streamline the UBL storage process for Winbooks Connect by correctly placing the files from the ZIP archive on your computer.

      How to extract a zip file?

      Import UBL files into Winbooks Connect: 

      • The tab "Sent to accountant" contains all the invoices sent by your customer.

      • As an accountant, you hold the authority to enable/disable direct submission of invoices to OCR recognition. To execute this action, navigate to the relevant user(s) portal and (dis)activate the "Validation Required for Invoices" feature. 

      As an accountant, utilizing WinBooks Connect enables you to review and validate documents submitted by entrepreneurs. This feature grants you the ability to make modifications such as grouping, splitting, reordering, and deleting documents prior to validation.

      • Invoices that have not yet been submitted to OCR recognition can be recognized by the following icon .
      • Select the invoices you wish to submit to OCR recognition and click on the following icon .
      • Invoices that may not be submitted to OCR recognition can be transferred by tapping the icon

      .

      Note that there are no available screenshots in English of the above software package.