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

Table of contents 

How to set up synchronisation with Exact Online on the file level?

To link an existing synchronisation to the client file, follow these steps:

  1. On the client overview page, open the left-hand navigation panel and click Edit client.
  2. Click the Sync tab.
  3. Click Set up Sync.
  4. Choose one of the provided synchronisation scenarios.
  5. If you have chosen the first scenario, you will be prompted to set the sync transfer date.
  6. Choose Exact Online from the list of available synchronisations and select a sync reference.

Retained Earnings settings

If the client file uses Exact Online's year-end closing feature, select the first year that this feature was used in the Retained Earnings section.

Save your changes.

Figures are updated automatically every night with the latest data in Silverfin. To retrieve updated figures during the day, use the synchronisation arrows next to the client file name.

What should I do if I don't see all the references linked to the Exact Online sync entity?

If some references are missing, make sure the files you want to synchronise are added to the Silverfin Application in Exact Online.

After completing these steps, refresh the list of references in Silverfin. You can find the refresh button in the synchronisation setup section of the client file.

My result processing is not included when syncing with Exact Online, and the result processing is posted via the year-end closing. If the result is processed in Exact Online, please make sure the "ingehouden winsten" set in Silverfin is correct.