Moneybird integration
Effortlessly manage invoicing and financial reporting in sync with your logistics operations.
What is Moneybird?
Moneybird is Dutch online accounting software for entrepreneurs and small businesses, covering invoicing, quotes, bookkeeping and bank reconciliation.
What syncs between Moneybird and Transportial
- To Moneybird
Invoices as sales invoices
When an invoice is sent from Transportial, it is created as a sales invoice in Moneybird with reference, currency, invoice and due date, and lines with description, quantity, price, tax rate, ledger account and period. The Moneybird invoice number is stored back on the invoice.
- To Moneybird
Customers as contacts
If the customer doesn’t exist in Moneybird yet, it is created as a contact while the invoice is synced: company name, Chamber of Commerce number as customer ID, VAT number, address, phone and invoice email.
- To Moneybird
Quotes and new customers
With quote sync switched on, every new quote is created as an estimate in Moneybird with its lines, VAT rates, ledger accounts and status (draft, open, accepted or rejected), and the estimate number is stored on the quote. With customer sync switched on, new customers are added as Moneybird contacts as soon as you create them.
- Into Transportial
Payment status
Open, reminded and overdue invoices are checked in Moneybird. When Moneybird reports an invoice as paid, Transportial records the payment and marks the invoice as paid.
- Into Transportial
Tax rates and ledger accounts
Your Moneybird administrations, tax rates and ledger accounts are imported, the ledger accounts as pricing categories, so invoice lines book on the right account.
How to connect Moneybird
In Moneybird, register an application in your account’s developer settings, with your Transportial address followed by /integrations/openId as the redirect URL.
Add the Moneybird integration in Transportial, enter the application’s client ID and client secret, and click Authorize to give Transportial access.
Tax rates and ledger accounts are imported from your administration. Use them on your price lines so every invoice line has a VAT rate and a ledger account.
Send invoices from Transportial as usual; each one appears in Moneybird as a sales invoice.
Sync frequency and limits
- Invoices go to Moneybird the moment they are sent from Transportial.
- Quotes and new customers go to Moneybird the moment they are created, when you switch those functions on.
- Payment status is checked every 4 hours; tax rates and ledger accounts are refreshed weekly, adding new ones.
- An invoice is synced once: changes made afterwards are not sent again, and only full payment marks it as paid.
Typical use case
A small transport company invoices from Transportial and keeps its books in Moneybird. Every invoice it sends lands in Moneybird with the right VAT rate and ledger account, new customers are added as contacts along the way, and once the customer pays and the payment is processed in Moneybird, the invoice turns to paid in Transportial within a few hours — no double entry, no chasing invoices that were already paid.
Frequently asked questions
Do I need to create my customers in Moneybird first?
No. When an invoice is synced, Transportial looks up the contact by company name or Chamber of Commerce number and creates it if it doesn’t exist yet.
How does Transportial know an invoice has been paid?
Every four hours it checks the open, reminded and overdue invoices in Moneybird. When Moneybird reports one as paid, the payment is recorded in Transportial and the invoice is marked as paid.
Which VAT rates and ledger accounts are used?
Your own. Tax rates and ledger accounts are imported from Moneybird, and each invoice line is sent with the tax rate and ledger account it carries in Transportial.
What if I change an invoice after it has gone to Moneybird?
The change is not synced again, so make the same correction in Moneybird.
Connect Moneybird to your TMS
Transportial’s integration framework links your operation to Moneybird and any other system you run.