Winbooks Classic

General Information

Website: winbooks.com Software type: On-premise (local agent to be installed) Geography: 🇧🇪 Belgium

Support multi-folder: ✅

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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.

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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.

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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 testings

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Connect Winbooks

To activate a connexion with Winbooks, users will have to go through the following steps.

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Winbooks Classic coverage

/financial-entries Live

/analytic-account-lines/account/{analytic_account_id} Live

/chart-of-accounts/balance 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 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

/attachments On request

/employees On request

/financial-entry On request

/outstandings On request

/export-fec On request