# Connecting your accounting software Step 1: entering basic data · Updated: 2026-02-07 · Bas Software Web version: https://www.bas.software/en/onboarding/step-1-entering-basic-data/connecting-your-accounting-software Overview of available accounting packages and the start date trick. Connect Exact, SnelStart, Yuki or another package to Bas for automatic invoice processing. The accounting integration makes sure that invoices you create in Bas end up in your accounts automatically. No double entry, no retyping, no mistakes. What gets synchronised: - **Invoices** to the sales ledger - **Customer details** to the accounts receivable records - **Payments** to the bank ledger - **Nominal ledger entries** to the correct accounts `Note:` You match the nominal ledger accounts **together with your onboarding specialist** during the Packages & rates session. This requires knowledge of your accounting structure. --- ## Available accounting packages | Accounting package | Type of integration | Complexity | | --- | --- | --- | | **Exact Online** | OAuth (login) | High - most extensive | | **SnelStart** | Direct integration | Medium - straightforward | | **Yuki** | API integration | Medium - requires portal administrator rights | | **AFAS** | BCC integration | Low - invoices as PDF via BCC | | **Exact Globe** | Direct integration | High | | **Reeleeze** | Direct integration | Medium | | **Octopus** | Direct integration | Medium | | **King Finance** | Direct integration | Medium | --- ## Step 1 - Setting up the connection The exact steps differ per accounting package. Below is the approach for each package. ### Exact Online (most common) 1. Go to **Settings** > **Way of working** > **Integrations** 2. Find **Exact Online** and click **Connect** 3. Log in with your Exact Online account 4. **Select the correct administration** - If you have multiple administrations (for example a holding company and an operating company), choose the administration of the operating company. Not the holding company. 5. Give Bas permission to synchronise 6. Click **Save** `Note:` The most common mistake with Exact Online is selecting the wrong administration. If you have a holding structure, always choose the administration where the invoices need to land, not the holding company. ### SnelStart 1. Go to **Settings** > **Way of working** > **Integrations** 2. Find **SnelStart** and click **Connect** 3. Enter your SnelStart login details 4. Click **Save** ### Yuki 1. Log in to the Yuki portal with **portal administrator rights** 2. Go to **Portal administrator** > **Settings** > **Webservice API Key** 3. Copy the **API key** and the **administration code** 4. In Bas, go to **Settings** > **Way of working** > **Integrations** 5. Find **Yuki** and click **Connect** 6. Enter the API key and administration code 7. Click **Save** `Note:` For Yuki you need portal administrator rights. Not every user has these rights. You'll find the API key via **Portal administrator** > **Settings** > **Webservice API Key**. If you are not a portal administrator yourself, ask your accountant to grant you these rights or to generate the key for you. ### AFAS AFAS doesn't have a direct API integration with Bas. Instead, it works via a **BCC email address**: every invoice Bas sends is also sent to AFAS as a PDF. 1. Go to **Settings** > **Way of working** > **Integrations** 2. Find **AFAS** and click **Connect** 3. Enter the BCC email address that AFAS gave you 4. Click **Save** `Note:` The BCC integration only sends **invoices** to AFAS, not reminders. You process reminders separately in AFAS if needed. ### Exact Globe Exact Globe doesn't work via a direct API integration. Instead, you use an **XML/Finement file**. 1. In Bas, go to **Invoicing** and select the invoices you want to export 2. Choose **Download as XML** (Finement format) 3. Open **Exact Globe** and go to the import screen 4. Import the downloaded XML file This is a manual process that you carry out per batch of invoices. --- ## Step 2 - The start date trick This is one of the handiest tricks during onboarding. The system only synchronises invoices that are created **after the start date** of the integration. You can make clever use of that. ### The problem While practising, you create test invoices. If the accounting integration is already active, those test invoices end up in your real accounts. You don't want that. ### The solution 1. Set the **start date** of the accounting integration to a date **in the future** (for example the planned go-live date) 2. Practise freely with test invoices - they won't be synchronised 3. At go-live: change the start date to the **real start date** 4. All invoices from that date onwards will be synchronised automatically ### Example - Today is 15 March - Your go-live is planned for 1 April - Set the start date to **1 April** - Practise from 15 March to 1 April without test invoices ending up in the accounts - On 1 April: set the start date to **1 April** (or the date you want) - From now on, all real invoices will be synchronised `Tip:` You can also use this trick to override the accounting period. That way invoices are booked in the correct month, even if you only create them a few days later. ### Test invoice with the start date trick Do you still want to test whether the integration works while the start date is in the future? That's possible: 1. Temporarily set the start date to today 2. Create a test invoice for **EUR 1** 3. Send the invoice and check in your accounting package whether it arrives 4. Check specifically whether the **VAT** is calculated correctly 5. Create a **credit note** to correct the test invoice 6. Set the start date back **to the future** `Note:` Always do this before you send 75 invoices at once. It's better to discover a problem with a EUR 1 test invoice than with a whole batch of real invoices. --- ## Step 3 - Agreeing on debtor numbering Before you activate the accounting integration, agree on a **debtor numbering** scheme with your accountant. This prevents confusion between customers coming from Bas and customers who were already in your accounts. A commonly used approach is the **9-series**: all debtors from Bas get a number starting with 9 (for example 9001, 9002, 9003). Anything without a 9-prefix is an existing customer from your old system. Set this up in the integration so new customers automatically get the correct number format. --- ## Step 4 - Matching nominal ledger accounts After setting up the connection, your **revenue groups** in Bas need to be linked to the correct **nominal ledger accounts** in your accounting package. | Revenue group in Bas | Nominal ledger account | Example | | --- | --- | --- | | Residential removal | 8000 | Revenue residential | | Commercial removal | 8001 | Revenue commercial | | Residential storage | 8002 | Revenue storage | | Box sales | 8050 | Revenue materials | | Warranty certificate | 8150 | Revenue certificates | `Note:` You match the nominal ledger accounts **together with your onboarding specialist**. This requires knowledge of your accounting structure. Incorrect links mean invoices are booked to the wrong accounts. You want to avoid that. **Steps for matching:** 1. Go to **Settings** > **Way of working** > **Revenue groups** 2. For each revenue group: select the corresponding nominal ledger account from your accounting package 3. Set the correct **VAT codes** (21%, 9%, 0%, reverse-charged) 4. Click **Save** --- ## Step 5 - Sending a test invoice Before you go live with the accounting integration: 1. Create a **test invoice** in Bas 2. Send the invoice 3. Check in your accounting package whether the invoice has arrived correctly 4. Check: is the amount on the correct nominal ledger account? 5. Check: is the VAT code correct? 6. Check: has the debtor been created correctly? If everything checks out, the integration is ready for use. `Note:` Carry out this test **before** you set the start date to the real date. Use the start date trick: temporarily set the start date to today, send the test invoice, check the result, and then set the start date back to the future until go-live. --- ## Tips - **Use the start date trick for the accounting integration.** Set the start date to a date in the future so your test invoices don't end up in your real accounts. This saves you a lot of clean-up work. - **Give your revenue groups understandable names.** Call them "Residential removal" and "Box sales" - not "Nominal ledger 8000 intra-community 21%". Your colleagues need to be able to choose the right group when invoicing. - **Test every integration before go-live.** Create a test invoice, make a test payment, request a test certificate. Better to discover a problem now than after go-live. - **Don't set up the accounting integration in two browser tabs at the same time.** If two users work on the settings page at the same time, this can cause a reload conflict. Work on the integrations with one person at a time. --- ## Watch out for - **Not setting the start date of the accounting integration** means test invoices end up in your real accounts. Use the start date trick and only change the date at go-live. - **Not matching the nominal ledger accounts correctly** means invoices are booked to the wrong accounts. This leads to errors in your financial reports. Always do the matching together with your onboarding specialist or accountant. - **Yuki without portal administrator rights** means the integration will fail. Ask your accountant beforehand whether you have the right permissions. --- ## Want to know more? - [What does the Exact Online integration do](https://www.bas.software/en/help/integrations/what-does-the-exact-online-integration-do) - Overview of the Exact Online integration - [Setting up the Exact Online integration yourself](https://www.bas.software/en/help/integrations/setting-up-the-exact-online-integration-yourself) - Step-by-step Exact Online setup - [Exact Online settings](https://www.bas.software/en/help/integrations/settings-for-exact-online) - Configuration options for Exact Online - [Managing revenue groups](https://www.bas.software/en/help/settings/managing-revenue-groups) - Creating and linking revenue groups **Next step:** [Other integrations](https://www.bas.software/en/onboarding/step-1-entering-basic-data/other-integrations) - connect your calendar, website and WhatsApp Business to Bas.