moneybird-twinfieldplus integration | Combidesk

The Moneybird Twinfield integration allows for automatic import of invoices from Moneybird into Twinfield. This means that sales invoices in Moneybird are automatically converted into a sales booking in Twinfield. This eliminates the need for additional manual steps to process orders.

The integration between Moneybird and Twinfield is straightforward to use. The integration is fully automated and runs every 60 minutes. Sales invoices from Moneybird are transferred as sales bookings in Twinfield. You can choose whether to transfer only sent invoices or all invoices periodically. This ensures that your sales bookings in Twinfield are always up to date.

Benefits

• Synchronize sales invoices effortlessly with this convenient Moneybird integration to Twinfield.
• Save valuable time so you can focus on what you do best.
• Your data in Moneybird and Twinfield are always up-to-date.
• Less manual work means less chance of errors.
• It's super easy! No downloads and no expensive developer required!

Features

• Create sales invoices and credit invoices in Twinfield as sales bookings.
• Link different general ledger accounts (Moneybird categories).
• Export existing sales invoices.
• Determine the status of the sales booking in Twinfield: draft or final.
• Optional: payment statuses from Twinfield back to Moneybird.
• Select the appropriate Twinfield journal.

FAQ

How often are the data synchronized?

This integration synchronizes automatically every 60 minutes by default. You don't have to do anything for it to happen. If a synchronization fails, the integration will attempt to sync again in the next run. If the issues persist, you will be notified by email.

Which permissions do I need to have in Moneybird and Twinfield?

In Moneybird, you need to have Owner permissions, and in Twinfield, you need to have multiple permissions. You need access to Sales Bookings and Customers, among others. Please refer to our knowledge base for more information.

Can I use multiple general ledger accounts?

Certainly, that's possible! If you have assigned ledger codes to the categories in Moneybird and the corresponding general ledger accounts exist in Twinfield, you can configure the integration to prioritize the ledger accounts from Moneybird.

How does it work with a bank integration?

Because the integration in Twinfield creates an open sales booking, the corresponding bank payment should be "matched" against it. Therefore, we recommend installing the bank integration in Twinfield as well. The payment registration can be optionally sent back to Moneybird through this integration.

Can I synchronize sales to Twinfield and purchases from Twinfield in both directions?

No, currently the integration only synchronizes sales invoices from Moneybird to Twinfield.

Can you help with the installation of this integration?

Absolutely 😀! If you don't have the time or find the setup too complicated, no problem! We can handle the installation of this integration for you. There will be a one-time installation fee for this service. If you later decide not to use the integration, we'll refund the installation fee to you.

Is this integration also suitable for synchronizing Moneybird invoices to Twinfield on a one-time basis?

Absolutely. Even if you don't use the integration on an ongoing basis, you can still use it for a one-time export. Please note that this is a paid feature. The cost is calculated based on the number of Moneybird invoices to be synchronized. You must first fully install the integration. TIP: Before running the full export, it is recommended to test the integration with a new invoice to ensure it works correctly. You can synchronize data for each quarter and up to a maximum of one full fiscal year.