Accounting integrations

Where to find it

Settings → Connections

✅ Common tasks

Connect Exact Online or Business Central

1. Open Settings → Connections and pick your provider

2. Sign in and complete the provider's authorisation flow

3. Return to Cashfeed once redirected back

4. Choose the correct division or company if asked

5. Set up journal codes before enabling booking

Double-check the division or company belongs to your organisation before confirming — it can't easily be undone.

Connect Odoo or NetSuite

1. Open Settings → Connections and pick Odoo or NetSuite

2. For Odoo, enter the instance URL, database, login and API key

3. For NetSuite, enter the account ID, subdomain and access credentials

4. Select the correct subsidiary or database once credentials are accepted

For NetSuite, enter only the subdomain (e.g. "1234567-sb1") — no protocol or domain.

Manage an existing connection

1. Open Settings → Connections to see each connection's status

2. Finish setup if a connection shows Setup required

3. Reconnect if a connection shows Expired or Insufficient permissions

4. Open the gear icon to adjust sync dates and journal codes

5. Remove a connection from its menu if it's no longer needed

Only the connection owner, Owners or Admins can edit or remove a connection.

🔗 See also

• Accounting connection settings

• Accounting master data

• Invoice booking (accounting hub)

• Connection health and renewal

• Plans and billing tiers