How does the integration work?
With this integration, you can import posted transactions from your Qonto account into your Lexware Office account with just a few clicks - securely and efficiently thanks to PSD2.
Additionally, in Lexware Office you can both create and execute individual payments directly, as well as create batch payments via the invoice function and approve them collectively (provided you have the required authorization in Qonto).
✌️ Good to know: The integration with Lexware Office is completely secure and we do not share any information with our partner without your explicit consent, which you can withdraw at any time.
Who can benefit from this integration?
This integration is available starting from the Basic plan.
In Lexware Office, you need the "Financial Accounting" permission and must also have authorization in Qonto for the bank account linked to Lexware (including permission to approve payments).
✌️ Good to know: To create and execute the payments from Lexware Office, the user needs to have permission to create and approve payments for the linked Qonto account or sub-account and should not be subject to any spend limits.
How do I set up the integration?
This integration starts from within your Lexware Office account, but it is setup in just a few minutes!
- In Lexware Office, go to the Finances > Accounts section
- Click on Add account
- Select Bank account > Connect new account and proceed
- Enter Qonto in the search bar, select it from the result list and click on Connect Bank
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Enter your login credentials from your Qonto bank account
Important: You need the email and password for this authorization in case you are using other login methods
- Click on Login to Bank > you are directed to Qonto login where you have to authenticate again
- Select the Qonto account you want to link with Lexware office and confirm
- Authorize Qonto to synchronize your data with Lexware Office by clicking Accept.
- You are redirected to Lexware Office and you are able to select the account (IBAN) you want to use with Lexware Office
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For each account, you need to specify the account details and select a date from when you want to import transactions
Please note that you can only sync booked transactions dating back a maximum of 90 days.
Your integration is now complete and shown as connected in Lexware Office UI.
From now on, simply click on “Sync transactions” to import the transaction history for one or more connected accounts (select via checkbox). Under PSD2 directive you might be required to authenticate again via SCA from your Qonto mobile app, but the frequency will happen randomly.
✌️ Good to know: If you want to disconnect your Qonto account with Lexware Office, you must do so from within Lexware Office. Be careful to not select “delete account”, as this will remove the transaction history in Lexware, too. If you are not sure how to proceed, check the Lexware help pages or contact Lexware support.
How can I reconcile my invoices and receipts in Lexware Office?
Please note, that this integration does not send receipts or invoices from Qonto to Lexware Office. For this, please additionally connect to Lexware Office from your Qonto account.
You can find out exactly how this works in the dedicated FAQ.
How are my attachments linked to the transactions?
As soon as both, the transactions and corresponding receipts or invoices are available in your Lexware Office account, Lexware automatically suggests a matching with high accuracy, thus largely eliminating time-consuming manual searching for your accounting.
✌️ Good to know: In case the invoice is already available in Lexware and is not imported from Qonto, the matching might not always be accurate.
How to create single & bulk payments in Lexware Office?
With the linked account, you can now create single payments directly from Lexware Office UI using the Create payment CTA.
To create bulk payments, you can only prepare them from an existing invoice in Lexware Office and either pay them at once or select the one you want to pay now. Please make sure to consult Lexware FAQ for further instructions and details about how to setup the payments in Lexware Office.
By approving them in Lexware, you will receive an SCA on your Qonto mobile app to authorize the payments. Provided the authorization is successful, the payments will be processed by Qonto automatically without the need to login to Qonto again.
Troubleshooting
What if my transaction history is not imported or transactions are missing?
- If transactions from the selected date are not imported, you might need to disconnect the PSD2 connection from Lexware Office and reconnect again
- If transactions are older than 90 days they cannot be imported via this method. However, you can upload them with a .csv file. Please check Lexware FAQ how to do this to avoid duplicates
What if I the creation of payment fails?
- Please make sure, that you have the permission to create payments for the linked account in Qonto and that you are not subject to spend limits
- Check, that the Qonto account has sufficient funds to make the transfers and / or is not subject to a debit block (e.g. seizures)
- If you don’t receive the SCA challenge on your Qonto mobile app, make sure you downloaded the latest version of the app
💡 Please note: If the issues cannot be attributed to Qonto (account and user setup issues), please contact Lexware support directly using their established contact methods. Qonto support will not be able to support on issues related to PSD2 as the integration is hosted on Lexware side.