Question: How do I set up the jedeclare.com integration?

Answer: Work more efficiently with your accountant thanks to  jedeclare.com  - the reporting and banking platform serving over 3 million companies via 20,000 accounting firms. Qonto is connected to  jedeclare.com  via a communication protocol called “EBICS”, which enables the encrypted and protected transfer of financial data. This ensures that our customers’ financial data remains confidential and secure at all times.   Who can generate and sign a mandate on Qonto? A mandate is a legal document. It grants a company's consent to share its account statements with its accounting firm through the jedeclare platform. All  Account Holder ,  Admin , and  Reporting  roles can generate and sign a jedeclare mandate on Qonto.   How do I generate and sign a  jedeclare.com  mandate on Qonto?   From your computer, follow these simple steps: On the Qonto web app, go to the  Settings  icon on the bottom left of the page Click on  Integrations and Partnerships  >  Integrations Use the search bar to find the integration, and click on  jedeclare . Then, click  Connect  in the top right of the page. Click on  Next  to continue the integration setup. Provide the following information about the certified public accountant: First name Last name Email address (this address doesn’t need to be linked to the certified public accountant’s jedeclare account)  Company name (of the certified public accountant) Finally, click on  Finish  to send the signed mandate to your certified public accountant. Your accountant will gain limited access to your account, if they don’t already have it. To know more about accountant access, check out  this dedicated article .   ☝️ It’s also possible to install the integration in the  Connect  section by clicking on any other accounting tool supported by jedeclare. Supported tools include Cegid Expert, Cegid Quadra, ACD, Fulll, Myunisoft, Agiris, Sage Generation Expert and 10+ others.   How can the certified public accountant finish setting up the  jedeclare.com  integration? To finish installing the jedeclare integration, your certified public accountant needs to follow these steps: Go to the email address used to generate and sign the mandate and click on the email sent by “ [email protected] ”. Click on  Access documents  to be redirected to the Yousign app. Click on  Start , scroll down the page, and click on  Sign  at the bottom right of the screen. If using a mobile device, swipe right or press  Enter  for a few seconds to sign the document. The final step is to upload the mandate, signed by both the certified public accountant and the Qonto customer, into jedeclare to start retrieving account statements.   If you any questions about uploading the signed mandate into jedeclare, you can learn more by reading  this dedicated article .   👆 Account statements from the day the mandate was generated on Qonto will be available 24 hours after it is uploaded to jedeclare.   How do I install the  jedeclare.com  integration with a basic plan? ☝️ This feature is available for our  Smart ,  Premium, Essential, Business  and  Enterprise  plans.   The jedeclare integration is only available for  Smart  and above price plans. To install it, you’ll need to upgrade your plan if you’re currently on a  Basic  plan: On the Qonto web app, go to the  Settings  icon on the bottom left of the page  Click on  Integrations and Partnerships  >  Integrations Use the search bar to find the integration, and click on jedeclare. Then, click  Connect  in the top right of the page. Click on  Upgrade plan  at the top right of your screen. Choose the plan that best suits your needs, and then click  Choose . To confirm your choice, click  Confirm .   What happens if the mandate was generated on Qonto more than 6 months ago? If the mandate wasn’t uploaded into jedeclare within six months of its generation on Qonto, you’ll need to set up the integration again. On the Qonto web app, go to the  Settings  icon on the bottom left of the page Click on  Integrations and Partnerships  >  Integrations Use the search bar to find the integration, and click on jedeclare. From there, click on  Disconnect  at the top right of the page, and click again on  Connect .  Next, follow the steps explained in the section above “How do I generate and sign a mandate from Qonto?”.   Can the certified public accountant generate the mandate directly on  jedeclare.com ? Certified public accountants can generate a mandate directly on jedeclare, like they would with any other banking partner, or e-sign the mandate with  jesignexpert.com , for example.   Any questions? You’ll find the answers in  this dedicated article .   This feature is available for our  Smart ,  Premium, Essential, Business  and  Enterprise  plans. Once the mandate is uploaded to jedeclare, the associated Qonto account will need to be upgraded to Smart.   Once this plan change is effective, the connection with jedeclare will be initiated and the certified public accountant will be invited to an Accountant role.   👆If the organization remains on a Basic plan, the connection won’t be initiated. If a webscraping connection with jedeclare was already active, it will be maintained.   How can I contact  jedeclare.com ’s customer support? jedeclare.com’ s customer support is available Monday to Friday, from 8:00 to 20:00 (CET), via: Phone: 08 90 71 06 13 (€0.15 per minute) Email:  [email protected]