ThomasCdnns/qonto-open-qa huggingface dataset:
Question: How do I synchronize my transactions between DATEV DUO and Qonto with FinAPI (PIN/TAN)?

Answer: Synchronize your transactions between DATEV Unternehmen Online and your Qonto account conveniently and easily with our DATEV integrations.   In this article you will learn how to connect DATEV Unternehmen Online with Qonto and synchronize your transactions with the PIN/TAN procedure via FinAPI.   ☝️ The DATEV integrations are only available for customers with a German IBAN at Qonto.  ​ To synchronize your attachments between Qonto and DATEV Unternehmen Online (DUO), you will have to set up the DATEV Belegbilderservice integration. To set up the DATEV Belegbilderservice integration, please consult  this dedicated article.   Which requirements are necessary to Connect your Qonto account to DATEV Unternehmen Online (DUO)? You or your tax advisor have fully set up DUO for your business. You have a SmartLogin, SmartCard or mIdentity for your login to DUO. Who can use this DATEV integration? All account holders, administrators and accountants can set up the DATEV integrations with Qonto. This DATEV integration is available in all price plans.    How do I set up Qonto with DATEV DUO and FinAPI (PIN/TAN)? 1. Add your Qonto business account to DUO Log in to DUO at  duo.datev.de . In the area  Anwendungen , go to  Stammdaten . Now click on  Unternehmensangaben  on the menu bar on the left. In the next window, go to the  Bank  tab. Now click on  Bankkonten  and + Bankkonto hinzufügen . If you have several Qonto accounts (sub-accounts), please add them individually. Enter your Qonto account details and click  Hinzufügen . Select  Einstellungen Zahlungsverkehr  below. By clicking on  Neu / Hinzufügen , you create an HBCI access for the previously created account connection. A window now informs you about the third-party provider finAPI, which provides the banking interface. Now click on  Weiter . Now select the interface  Access to Account (XS2A) . 2. Establish an interface connection with Qonto In the next window, enter your Qonto IBAN in both the field  Anmeldedaten  and the field  Kontoreferenzen . Then click  Bankdaten abrufen . 3. Synchronize Qonto transactions Go to the  Stammdaten  application and click  Unternehmensangaben  in the  Stammdaten Online  section. Select the desired account. In the field  Einstellungen , go to the  Umsatzabholung  section and click  Übernehmen . Under the application  Bank , go to  Startseite Bank . Now start the synchronization. In the field  Bankkonto , click on the Update button (two green arrows). Now your data will be transferred to DUO. Select  Kontoumsätze prüfen  to check the “Auftraggeber-Bankverbindung” and the “Benutzer” again. Finally, click on  Kontoumsätze holen . Your transaction data has been successfully synchronized and you can now view it in your DATEV application.   Do you have questions about linking your account with DATEV or synchronizing your account transactions? DATEV Unternehmen online offers technical support and provides you with further information in the  DATEV Help Portal .
Question: How does the integration between TeamSystem and Qonto work?

Answer: Thanks to the integration between TeamSystem and Qonto, you can finally optimize the management of receipts and payments by connecting your company accounts to your management systems.      By connecting your Qonto account to your accounting software, you can:      – Consult the balance and movements of your accounts, automatically updated every day; – Check your financial situation from a single point and save time and resources; – Search, filter, sort and export the aggregated movement lists of your accounts; – Easily reconcile bank movements with invoices receivable and payable and reduce the possibility of errors.     In conclusion, make your treasury and account reconciliation processes more effective in an automated manner, reducing the risk of errors and the need for cross-checks and revisions.      The TeamSystem group is a leader in Italy in the development and marketing of management software for small companies, micro-businesses and professionals.     How do you access the feature? To connect your Qonto accounts to TeamSystem you need to have integrated the module to your management or accounting software. Then simply click on 'Add another account' to add your IBANs. Once connected, you can manage collections and payments directly from the interface: importing transactions from the period of interest and initiating invoice payments, partial or total, directly from the document.  If you require assistance, you can refer to the assistance you already benefit from with your management software. In addition,  here  you will find frequently asked questions about the TeamSystem Pay module.
Question: How do I use the Sage x Qonto integration?

Answer: Sage is an accounting tool for businesses and their professional accountants. Take advantage of the integration between Qonto and Sage 50c and Sage Business Cloud Accounting on the Connect platform, and synchronize your Qonto transaction information with Sage automatically and securely.   To configure a connection between Qonto and Sage 100, Sage 1000 or Sage X3, please refer to the article  How do I connect Qonto to my accounting or treasury tool via EBICS?   How does the integration work? To take advantage of the integration, you will need a Sage account. If you already have an account, go to the Sage web application. For Sage 50c users:  Log in to your account and open the  Folder  menu, then click  Connected services .  If you are a Sage Business Cloud Accounting user:  Log in to your account and click  Cash Flow , then click  Connect Bank  at the bottom right of the bank account you would like to connect. In the  Bankin’  sidebar on the page displayed, click on  Learn more . On the page introducing the service, click on the  Connect  button. Then select  Qonto . Enter the  username  and  password  for your bank, and add your account. You will then be able to set up a bank feed and bank reconciliation.   ☝️  Keep in mind : The connection between Sage and Qonto is made possible thanks to the Bankin’ aggregator, a completely secure solution to send your Qonto information: The connection is protected by your Qonto login information Data are encrypted, which means no one can access your codes and data The connection complies with the EU directive on PSD2 payments, for optimum protection.
Question: How do I connect Fizen to Qonto?

Answer: You can link your Qonto account directly to Fizen to automate your accounting.   How does the integration work? With the Qonto x Fizen integration, the transactions and receipts available in your Qonto account are duplicated in your account. No more entering the same information twice; it is synched automatically every day.   How to set up the integration? Open your Fizen app In your account settings, open the  Bank accounts  sections, select  Add an account  and select  Qonto  as the source You will then be redirected to a Qonto login page to grant Fizen access to information from your bank accounts  Once the authentication process is completed, all of your Qonto bank accounts will be generated in your Fizen account   Who can use the integration?  All account owners, administrators, and accountants can configure the Fizen integration. All you need is a Qonto and Fizen accounts.   What data will be shared with Fizen from my Qonto account?  ☝️ Fizen has access only to your transactions and receipts. We will not share your banking username or password. In addition, the platform is unable to charge any payments. We will not share any data without first obtaining your express authorization, which you may withdraw at any moment with a few clicks.
Question: Where can I find my API login and secret key?

Answer: Many third-party applications require your  login  and your  secret key  to allow the share of information between your Qonto account and external tools like accounting softwares.   You can therefore offer read-only access to this software to automate the transfer of information.   You can also initiate actions on your account through API, but no worries, strong authentication protects these sensitive actions. 🔐   Keep in mind that your login and your secret key are not the same as your email and password.   How does it work? You have a Smart, Premium, Essential, Business, or Enterprise plan? Good news, your login and secret key are automatically generated. To get them:  Go to the  Settings  icon on the bottom left of the page Click on  Integrations and Partnerships  >  API key   You have a Basic plan? To get your login and secret key: Go to your Qonto web app, and click on the  Settings  icon on the bottom left of the page Click on  Integrations and Partnerships  >  API key You will see the name of your organization followed by a number (it's your login name) Then, click on  Generate  to see your secret key. 💡If you have set up  Strong Customer Authentication  on your account, you will receive a confirmation request on your associated phone.    ☝️  Good to know: The  Regenerate  button will allow you to renew this key later. This will revoke access to your account for all integrations that used your previous secret key.   ⚠️ You want to disable your accountant’s access? You can check  this article  for more information. You will also need to regenerate your login and secret key so that the accountant will no longer have access to your account information.   You can find the full list of apps that connect with Qonto, as well as the credentials to use for each by  following this link .
Question: How does Qonto verify applications in the Integrations and Partnerships section?

Answer: Discover how Qonto makes the world of integrations and partners safe and reliable:   Your Security is Our Priority At Qonto, we take the quality and security of the integrations and partner services in your app very seriously. For this reason, all tools and services undergo a thorough verification process.   Our Criteria – Your Trust   All integrations and partners must meet the following criteria: Secure Connection:  Every application is secured with a strong login and password, which occurs via our API or a partner, to keep your data protected. Targeted Access:  The tools only have access to the information they need – your financial data remains private and secure. Double Protection:  For sensitive actions, such as transfer requests, double authentication is required (SCA). In practice, SCA means linking a smartphone to your account. Every sensitive operation you or your teams perform must be validated by approving a notification in the Qonto app. Control in Your Hands:  You have full control and can revoke access to your Qonto account at any time via the Partners & Integrations menu item or the third-party tool.   ☝  Good to know:  Every tool and service offered to you under Partners and Integrations has been personally tested by us at Qonto to guarantee a smooth and secure experience.   👉 Need Support?  If questions arise or you need help, a support team is ready for each app to assist you. On each of the cards in the Partners & Integrations menu, you will find the necessary information to make direct contact.
Question: What is the Integrations and Partnerships section?

Answer: Discover the Integrations and Partners Area The Integrations and Partners area is available at the  bottom left in the settings  of your Qonto Web App.     In this area, you will find carefully selected partner offers and application integrations by Qonto for you. Our goal is to  automate time-consuming tasks and processes , allowing you to focus on what is truly important to you: the growth of your business.   A Variety of Applications at Your Disposal Within this area, a  world of possibilities  opens up to optimize your finances and cash flow management, thereby  saving valuable time  in your daily routine. Forward-Looking Integrations : Discover modern solutions like the integration with Slack, specially developed for you by the Qonto team. Accounting Tools and More:  Find selected accounting tools and other useful applications that seamlessly connect with Qonto to facilitate your financial management. Value-Added Financial Services:  Benefit from exclusive partner offers that Qonto has compiled in cooperation with providers of financial services, accounting services, and payment terminals for you. Immerse yourself in the world of Qonto's integrations and partners and  discover how you can run your business more efficiently .   Would you like to suggest other partners? We are always listening to our customers  and ready to respond to your needs.  Let us know what other tools you would like to find  among our partners by writing to  [email protected] .   ☝  Good to know:  Qonto conducts comprehensive security and quality checks for all integrations and services. Learn more in  this article . The Integrations and Partners area is available to all Qonto customers.
Question: What apps can I connect to my Qonto account?

Answer: Thanks to this  link , you can find the list of applications you can connect to Qonto, the integration installation mode, as well as more information about the data you can synchronize.   👆 Good to know: The installation mode, as well as the data that you can synchronize, is specific to each integration.   How do you connect an app with Qonto? Check this  page  to find out the connection type for each app and get more information. Then, refer to the information to connect your tool to Qonto.   Connecting to your app from the Qonto web app : Go to the  Settings  icon on the bottom left of the page Click on  Integrations and Partnerships  >  Integrations Search for the integration you want to install and select it. Then, click  Connect  in the top right of the page Finally, follow the instructions to finish installing the integration. Connecting directly to the app with your Qonto login details: The integration is done directly from the app that you want to connect to Qonto: you will need your Qonto login details to install the integration. Connecting to Qonto with your Qonto API key: From the Qonto Web app : Go to the  Settings  icon on the bottom left of the page Click on  Integrations and Partnerships  >  API key Then enter that API key directly from the app you want to connect to Qonto 👆 Keep in mind: For more information on your API key, please read  this dedicated article .   What do I do if an integration isn’t available? You can suggest a new integration to us directly, from the Qonto web app:You can suggest a new integration to us directly, from the Qonto web app: Go to the  Settings  icon on the bottom left of the page Click on  Integrations and Partnerships  >  Integrations Scroll down the page, click on the box “ Can't find an integration for your favorite tool?”  to suggest a new integration You can also use  Zapier  and  Make  (previously Integromat), to automate certain manual tasks, or connect your Qonto account to even more tools.   Have you developed a new integration? Please go ahead and email us at  [email protected] , so that we can share it.   For request related to the creation of an account or your existing account, please reach out to  [email protected] .
Question: How to match your invoices with incoming payments?

Answer: With Qonto, you can easily  track the status of your customer invoices  and match them with their corresponding transaction when you mark them as paid. This process allows keeping your books accurate and save time on your accounting. You can match customer invoices and transactions  automatically  or  manually . Read on to learn how to use each of these methods.   How can I automatically match invoices and incoming transactions? Qonto can mark as paid and automatically match your invoice with an incoming transaction, if the corresponding bank transfer has at least one of the two following information in the reference field: Reference number : it can easily be found at the bottom of the invoice itself Invoice number : displayed at the top of your invoice.  We recommend you to tell to your clients to include them in the bank transfers.    💡 If you choose option 2: your invoices need to follow a certain pattern detailed in  this article .   Please note that  an invoice can be automatically matched only if it is fully paid . In case of multiple payments, you have to manually match and mark them as paid. See below how to manually match multiple payments. ​ ☝️ Important in case of  multiple accounts  :  For the payment to be reconciled with the invoice, your customer should make the transfer to the IBAN indicated on the invoice.   How can I manually match my invoices with the incoming transactions? You can also manually mark invoices as paid and match them with an incoming transaction.   This is helpful if your client pays the invoice in multiple installments or if you are not paid by bank transfer.   💡  Manual matching is available via both web and mobile app.   From the  Invoices  section, go to  Client Invoices  and   click on the invoice you want to associate with an incoming transaction. You will be displayed the invoice and from the side panel click on  Mark as paid . Now it’s time to match the invoice with the transaction by: Select the matching transaction from the recommended ones If you don’t see your payments, type the client name, the reference, or the amount in the search bar If the customer paid you outside Qonto, you can click on “Were you paid outside Qonto?” and then enter the transaction’s date.   What can I do if I have multiple payments to match with the same invoice? An invoice could be paid with more than one transaction. If this is your case, you can match different transactions with the same invoice. Select the invoice, click the  +  button and follow the above instructions. What can I do if I want to delete the payment matched? In case you want to delete a payment previously associated (automatically or manually) with one of your invoices, you can easily do it by clicking the  X  button next to the matched transaction . If all the matched transactions are deleted, the invoice status will change back to  To be paid .
Question: I would like to centralize my invoicing on Qonto but am currently using another tool. What should I do?

Answer: Have you been handling your invoicing needs on separate tools (like Word, Excel, or standalone solutions) up until now and are ready to centralize things directly on your Qonto account?   From creating custom professional invoices, to automated tracking, to faster payments thanks to instant SEPA transfers, managing your invoicing on Qonto will  save you precious time on admin work  and  help you run your business with more peace of mind .   Switching over from your previous invoicing tool to Qonto is easy. Keep these points in mind and you’ll be good to go: Store your previous invoices:  If you use a standalone tool, download all of your invoices and store them safely to make sure they’re accessible if necessary. You can store your invoices locally, on the cloud, or both.   Be consistent with your numbering sequence:  When creating your first invoice on Qonto, make sure that it follows your numbering sequence; for example, if the last invoice that you issued on your previous tool was number  65 , your first invoice on Qonto should be number  66 .   💡 You can input a unique number for every invoice in the field  Invoice number .  For more on how to create invoices, read our  dedicated article .   Don’t forget about pending invoices:  To avoid losing sight of incoming payments, make note of any invoices created on your previous tool that are still pending, and remind your clients of their due dates if necessary.    💡 Moving forward, you’ll be able to easily track every invoice that you issue on Qonto, directly on your account. When your client makes a payment and the reference in the transfer  matches the unique reference  on the invoice, it's status will automatically change from  To be paid  to  Paid . You can learn more about how tracking works on our  dedicated article .
Question: How to track your customer invoices?

Answer: You can create customer invoices directly  on your interface  (via your Qonto web app or phone)  in just a few clicks to help you get paid faster and easier by your clients.   You can easily have visibility over your customer invoices payment status’ from the main invoicing page.   Tracking your customer invoices’ payment status will help you to have better control over your cash flow and keep an eye on when invoices are due. So that you can send reminders to your clients if necessary at the right time.   How to track my customer invoices? From the  Invoices  screen, find the list of all invoices that are paid, to be paid, or canceled. Each line corresponds to one invoice and displays its issue date, due date, status, and amount. Click on an invoice to see more details, download it, or share it again with your client. To simplify tracking even further, you can sort invoices by due date.   How to cancel a customer invoice? Canceling an invoice may be necessary in some cases – for example, if it contains a mistake. To cancel an invoice, click on it and then, on the red  Cancel invoice  button. Once it’s canceled, you’ll still be able to download it from the  Canceled  tab at the top of the main screen.   💻  Canceling and downloading invoices is only available via the web app.   How to verify my customer invoices’ payment status? ☝️ Important in case of  multiple accounts  :  For the payment to be reconciled with the invoice, your customer should make the transfer to the IBAN indicated on the invoice. You have two options: Automatic tracking:  Qonto can detect when an invoice has been paid if the corresponding payment has the same reference number. In that case, its status will automatically change from  To be paid  to  Paid .   Manual tracking:  You can also manually change the status of your invoice by clicking on an invoice and then, on the button  Mark as paid .  When you mark the invoice as paid, you have the  possibility to match a transaction  to it (click  here  to learn how). To change the invoice status from  Paid  to  To be paid , you can click on the button  Mark as To be paid  which will unmatch any transactions on the invoice. Alternatively, if you unmatch all transactions on the invoice first, the invoice status will automatically change to  To be paid . 💻  The manual tracking is available via the web app and mobile.
Question: What additional information should my customer quote include?

Answer: Depending on your location and legal form, it may be necessary for your customer quotes to contain certain additional information, in addition to the fields that you must fill in  when creating a customer quote . This additional information can be related to your business, the product, or service that you provided, your customer, and/or the payment conditions.    To see country-specific requirements, you can check these pages for  France 🇫🇷  and  Italy 🇮🇹   Mandatory fields The content of the quote may differ according to the specificity of the service envisaged. But as a minimum, it must mention:   the date of the quote the name and address of the company the name of the client the start date and duration of the service, if applicable a detailed breakdown of each service and product, in quantity and unit price The cost of labour, if applicable (hour * hourly rate) travel expenses, if any the total amount to be paid excluding tax and including all taxes  Indication of the delivery date of the service or goods  Validity duration of the quote Some professionals must indicate their professional liability insurance   You can easily add additional information to your quote by using the text box labeled  Additional notes  at the bottom of the “ Create a quote”  page. The information that you enter here will appear at the bottom of your quote, and  we’ll automatically save it so that you can easily reuse it on your next quote if needed.   🎉 All good? Take one final look, click on  Save quote  to create it, and send it to your client by email.