User RolesAdmin✗Staff contributor✗External Contributor✗Pulse user

This article explains how to connect Silverfin with Exact Online to synchronise book data. Once the connection is established, any changes made in Exact Online (EOL) will sync with Silverfin.

To establish the syntonisation with Exact Online on the firm level,  please follow these steps:

  1. In the firm overview screen click on the 'Syncs' tab.
  2. Click the 'Add new sync' button and choose 'Bookkeeping sync'. 
  3. From the drop-down menu, choose Exact Online sync and click 'Connect'. Provide a name to your synchronisation.
  4. You will be redirected to the accounting software login page.

Only users with admin rights can set up synchronisation on the firm level.