Integration · Accounting

Connect Moneybird to Count-IT

With the integration between Count-IT and Moneybird, your sales invoices and payments flow into your accounts automatically and contacts and products stay in sync.

In short

Count-IT sends sales invoices and their payments to Moneybird and exchanges contacts and products in both directions. Count-IT loads general ledger accounts, journals, VAT codes and payment terms from Moneybird. Suitable for shops, concept stores and business service providers that keep their books in Moneybird.

Category: Accounting
Included in the Full plan
We help you set it up personally

Ask about this integration Visit the Moneybird website

Moneybird is an online accounting package for sending invoices, processing payments and keeping your books. With the integration you invoice from Count-IT, while your accounts in Moneybird stay complete.

What the integration does for you

Sales invoices from Count-IT appear in Moneybird automatically.
Payments you record in Count-IT are added to the invoice in Moneybird.
Contacts and products can be synchronised in both directions.
General ledger accounts, journals, VAT codes and payment terms are loaded into Count-IT, so you can map them.

Quick updates

You connect through a secure Moneybird login (OAuth) and then choose the right administration. Moneybird reports changes via webhooks, so Count-IT sees them faster than with periodic synchronisation alone.

Synchronisation

What is synchronised?

This is the data Count-IT exchanges with Moneybird, and the direction in which it flows.

Data Count-IT exchanges with Moneybird
Data	Direction
Customers and contacts	Both directions
Products	Both directions
Sales invoices	To Moneybird
Invoice payments	To Moneybird
General ledger accounts	To Count-IT
Journals	To Count-IT
VAT codes	To Count-IT
Payment terms	To Count-IT

You choose which data types and directions you use for each integration. Pick one leading system per data type, so changes do not overwrite each other.

Setup

How to set it up

Add the app
Go to Settings › Master data › App connector › Apps, choose Add app, select Moneybird and save the app.
Connect
Open Connection and grant access, or enter the details you received from Moneybird. Then choose the right administration, store or environment.
Choose directions and mappings
For each data type, set the direction and the leading system, and configure compare fields and mappings (for example VAT, payment methods or warehouses).
Test first
Test with one contact, one product or one transaction and check the result in History › Synchronisation.
Synchronise automatically
Did the test work? Then switch on automatic synchronisation. Enter an email address for synchronisation errors, so you are notified if something keeps failing.

More in the knowledge base: setting up integrations

Who is this integration for?

Count-IT with Moneybird is mainly used by:

Plan and costs

Integrations are part of the Full plan. See the plans and pricing. You also need your own Moneybird account; integrations that run through third parties may be invoiced separately.

Frequently asked questions

Questions about the Moneybird integration

Do invoices from Count-IT appear in Moneybird automatically?

Yes. Sales invoices you finalise in Count-IT go to Moneybird. Payments you record in Count-IT are added to the invoice there.

Can I use more than one Moneybird administration?

When connecting, you choose the Moneybird administration the integration works with. If you have several companies in Count-IT, you set up the integration per company.

Are products synchronised too?

Yes, products can be exchanged in both directions. Pick one leading system so changes do not overwrite each other. You manage stock in Count-IT.

Accounting

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