General Information
Website: winbooks.com
Software type: On-premise (local agent to be installed)
Geography: 🇧🇪 Belgium
Support multi-folder: ✅
Software type: On-premise (local agent to be installed)
Geography: 🇧🇪 Belgium
Support multi-folder: ✅
Introduction
WinBooks is an accounting and financial management software for small and medium-sized businesses. It allows you to manage company finances, track invoices and payments, produce financial reports and monitor company performance. Deliver the Winbooks integration your customer wants in no time.Configure Winbooks
Prerequisite(s) No prerequisite to enable the connector. Process Activate the connector in one click on the connector section in your Chift account.Test Winbooks
To test the software integration, you need to go through an integrator to get a sandbox account or you must identify beta users in your client base willing to allow you to use their account for testingsConnect Winbooks
To activate a connexion with Winbooks, users will have to go through the following steps.- French article: Help Center - Winbooks FR
- English article: Help Center - Winbooks EN
Winbooks Classic coverage
/financial-entries Live
/analytic-account-lines/account/{analytic_account_id} Live
/chart-of-accounts/balance Live
/attachments Live
/folders Live
/analytic-accounts Live
/analytic-accounts/multi-analytic-plans/{analytic_plan} Live
/clients Live
/analytic-accounts/{analytic_account_id} Live
/analytic-accounts/{analytic_account_id}/multi-analytic-plans/{analytic_plan} Live
/invoices/{invoice_id} Live
/invoices/type/{invoice_type} Live
/analytic-accounts/{analytic_account_id} Live
/analytic-accounts Live
/analytic-accounts/multi-analytic-plans Live
/analytic-accounts/{analytic_account_id}/multi-analytic-plans/{analytic_plan} Live
/analytic-plans Live
/clients Live
/clients/{client_id} Live
/journal/entries Live
/vat-codes Live
/clients/{client_id} Live
/invoices/pdf/{invoice_id} Live
/invoices Live
/suppliers Live
/invoices/id/{invoice_id}/payments Live
/suppliers/{supplier_id} Live
/suppliers Live
/suppliers/{supplier_id} Live
/chart-of-accounts Live
/miscellaneous-operation Live
/journals Live
/miscellaneous-operation/{operation_id} Live
/miscellaneous-operation Live
/matching Live
/bookyears On request
/invoices/multi-analytic-plans On request
/invoices/multi-analytic-plans/type/{invoice_type} On request
/invoices/multi-analytic-plans/{invoice_id} On request
/accounts On request
/bank-accounts On request
/journal/entries/multi-analytic-plans On request
/journal/entries/{journal_entry_id} On request
/journal-entries On request
/journal On request
/matching-multiple On request
/employees On request
/expenses On request
/outstandings On request
/export-fec On request