Connect PlanOps to Acomba Go

Before you begin

• You need the Administrator role in PlanOps.
• You need an Acomba Go account with ACCEO Connecte. ACCEO emails you the credentials you need for the setup.
• ACCEO Connecte isn't available to Acomba Go customers who keep their books in the Acomba software (desktop version).
• Your taxes must already be set up in PlanOps, for example GST and QST.
• The Acomba Go integration is in beta and may still change.

Steps

In Acomba Go

1. In the left pane, click Configuration, then select Configuration de l'entreprise (company configuration).
2. Click the ACCEO Connecte tab, then the ACCEO Connecte button. Enter the requested information.
3. Click Afficher ma clé ACCEO Connecte (show my ACCEO Connecte key) and copy the key. This is your client ID.
4. Click Gérer mes développeurs externes / SnapX (manage my external developers / SnapX), then add PlanOps as an authorized external developer.
5. In the list of modules authorized for PlanOps, select the modules for customers, customer transactions, tax groups and users.

In PlanOps

6. In the menu, click App settings, then Integrations.
7. Click the Acomba Go card.
8. In Client ID, paste the ACCEO Connecte key you copied in step 3.
9. In Tenant Code, enter the code provided by ACCEO. Both fields save automatically, and the message Settings saved appears.
10. Enter your Acomba Go Username and then your Password, saving each one.
11. In the Tax Group Configuration section, click Load tax groups from Acomba.
12. In Default tax group, choose the group to use when no mapping matches an invoice's taxes.
13. Optional: under Tax Mappings, click Add Mapping. Select the PlanOps taxes in the combination, for example GST and QST, then choose the matching Acomba Go tax group. Repeat for each tax combination.
14. In the Seller Mapping section, choose the Acomba Go seller for each PlanOps salesperson or administrator.

Tip: PlanOps automatically matches an employee to an active Acomba Go seller with exactly the same name. Review these matches and fill in any that are missing.

Important: An invoice can't be synced until its salesperson is mapped to an Acomba Go seller and a tax group applies to its taxes.

What's next

Your account is now connected, and the Acomba Go card shows Connected. To send an invoice to Acomba Go, open it and click Sync to Acomba Go. For more details, see Export invoices to Sage 50, Sage Cloud or Acomba Go.