Accounting integrations: introduction and functional background
What does an accounting integration do?
i-Reserve can push invoices and customer data automatically to an external accounting system. Currently there are integrations with Exact Online and Moneybird. i-Reserve remains the place where the booking and the invoice originate; the accounting system receives the sales invoice and the matching relation/customer for the financial administration.
When does it synchronise?
Both integrations react at the same moments:
- Invoice finalised — as soon as an invoice becomes final in i-Reserve, it is sent to the bookkeeping.
- Sending the invoice — optionally, sending the invoice email can trigger the sync.
- Manual — from the customer and invoice screen a sync button can push the customer/invoice on demand.
The direction is basically one-way (i-Reserve → bookkeeping). Moneybird additionally has a sync-back: a changed contact in Moneybird can update the customer data in i-Reserve via a webhook.
What is pushed?
- Relation/customer — company name, address, email, phone, IBAN and contact person. In Exact Online this is an Account (and optionally a Contact); in Moneybird a Contact.
- Sales invoice — the invoice lines (description, quantity, price excl. VAT, VAT code) with invoice date and customer reference.
- VAT — the i-Reserve VAT rates are linked via mapping to the VAT codes/rates of the accounting system (required, otherwise the invoice fails).
Authentication (OAuth2)
Both systems use OAuth 2.0 (authorization code) with a two-step consent screen:
- Step 1 – consent: you are redirected to Exact Online / Moneybird to grant the integration permission.
- Step 2 – connect: i-Reserve exchanges the consent code for a token and fetches the administration (the division for Exact Online, the administration for Moneybird).
For this you register your own OAuth app in the accounting system’s developer portal (client id + client secret) and add the redirect URL shown by i-Reserve to the allowed list. The token is then refreshed automatically.
Exact Online vs. Moneybird
| Topic | Exact Online | Moneybird |
|---|---|---|
| Administration concept | Division (fetched automatically) | Administration (selected automatically) |
| Relation model | Account + (optional) Contact | Contact (all-in-one) |
| Invoice type | Sales invoice (full ledger posting) | Choice: regular or external sales invoice |
| Sync-back | No (outbound only) | Yes: contact change back via webhook |
| Mappings | VAT, article, payment condition | VAT |
| Finalise invoice | Optional (locks the invoice) | Optional (ignored for external invoice) |
The per-system setup is described in “Setting up Exact Online” and “Setting up Moneybird”.
