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How do I connect my accounting software via BillSync?

⚠️ Important: This article is about the BillSync integration via the accountant portal. Are you an in-house accountant without access to the accountant portal? Then contact us via the Help button in the platform.

What is BillSync?

BillSync is a Windows service that you install on a PC or server. It takes care of the automatic synchronisation between Billit and your accounting software. With BillSync, you can:

  • Automatically download UBL, CODA and other files (such as reports or documents) to local folders.
  • For Expert/M and Adsolut, send additional data back to Billit, such as customers, suppliers, general ledger accounts and booking details (bidirectional integration).

Important if you are installing BillSync:

Are you installing BillSync yourself or having an IT partner do it?
Then make sure of the following:

  1. Create a (temporary) user via Settings > Users in the accountant portal for the person who will carry out the installation.
  2. Make sure you have access to the PC or server with administrator rights so that software can be installed.

  • Install BillSync on the PC or server
    Down

    Requirements

    Before you start the installation, check that the PC or server on which BillSync will run meets the following requirements:

    • Administrator rights: the installer and the BillSync windows ask for elevated rights (UAC prompt).
    • Microsoft .NET Framework 4.8: if this is missing, the wizard installs it for you (a restart may be required).
    • Free disk space: at least 500 MB on the drive of the installation folder.
    • Internet access: the machine must be able to reach the Billit servers. Make sure your firewall or antivirus does not block this (see BillSync: troubleshooting for the full list).
    • Billit account: an accountant account on the Billit platform.
    • A machine that is always on (preferably): this keeps the synchronisation running continuously. This is not a requirement.

    Note: the drive you choose for the downloads during configuration needs extra space. Allow at least 25 GB, or more depending on the size of your firm: BillSync downloads a large number of files, ranging from a few KB to a few MB each.

    Installation

    Click here to download the installer (BillSyncInstaller.exe).
    ⚠️ Your browser may flag the file as unsafe. In that case, choose "More options" or "Keep anyway".

    1. Right-click BillSyncInstaller.exe and choose "Run as administrator".
    2. Select "Install" and click "Next".
    3. Choose the installation folder (by default C:\Program Files (x86)\Billit\BillSync) and tick the shortcuts you want. Click "Next".
    4. Wait while the wizard checks the requirements. If .NET Framework 4.8 is missing, click "Next" to install it.
    5. On the confirmation page, click "Next" to start the installation.
    6. Click "Close" once the installation is complete. The BillSync window opens automatically.

    Note: if another BillSync instance is already installed on the machine, the wizard asks for an extra suffix for the service name, so that the new instance gets a unique name.

    Note: if Windows asks for a restart after installing .NET, restart and run the installer again.

    Then continue with Configure BillSync on the PC or server.

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