Linking your account with your accountant

If you have become an OkiOki user through your accountant, you do not have to do anything. In that case, your accountant will set these settings themselves.

If you have become an OkiOki user yourself, you can add your accountant in the "Accountant" screen under "Connections". Your documents can reach the accounting software in several ways. In this screen you can choose between the following options:

Manually

There is no direct link to the accounting software. You use OkiOki as an entrepreneur, but deliver the documents manually to your accountant at the end of the month or quarter.

E-mail

OkiOki sends all documents to the accounting software via your personal related email address. Packages such as Winbooks, Exact Online, Octopus, Yuki, Basecone, Zensoft, Wings, Clearfacts... offer customers email addresses where they can send their documents to. If you specify these email addresses here, OkiOki will send the documents to these addresses herself.

OkiOki can distinguish 3 types of documents:

• Purchase invoices
• Sales invoices
• Miscellaneous documents

For each type of document you can specify a separate email address if the accounting package facilitates this, as is the case with Winbooks, Exact Online and Octopus. If there is only one email address available (like the @yukiworks address in Yuki), then you can choose to send all documents to that one address.

In case your accountant uses Exact Online or Admisol it is important he or she whitelists the OkiOki sender address.

FTPs/sFTP

In case your accountant works with an on-premise accounting package, OkiOki can send the documents via FTP to a file server. This is for example the case for Absolut or Expert/M.

You can then configure your FTP setup and choose a folder where the documents will be delivered.