Exact Online

exact online boekhouden is a cloud based accounting software for businesses, offering invoicing, bank integration, vat filings, and financial management integrating with make com enables automated workflows, streamlining bookkeeping and syncing financial data across multiple business tools this is ai generated content based on official exact online documentation the content may still contain errors—please verify important information if you have questions, contact exact online support directly how to get support on exact online exact online is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=exact%20online\&app slug=exact online\&app unique id=exact online 3v4cq8 requirements to use the exact online app in make, you must have an active exact online account with api access and proper oauth authentication, create your account on exact online app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and follow the on screen instructions to complete the setup connect exact online and {{product name}} to get started, you must first create a connection between exact online and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0 oauth2 0 instructions you need to generate your token login to your platform using your credentials navigate to the developer settings or api section create a new application configure the application, specifying the required scopes (permissions) for the data you wish to access note the generated client id and client secret initiate the oauth 2 0 flow, typically by redirecting the user to an authorization endpoint with your client id, requested scopes, and a redirect uri the user grants permission, and the platform redirects them back to your specified redirect uri with an authorization code some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=exact%20online\&app slug=exact online\&app unique id=exact online 3v4cq8 create the connection in {{product name}} log in in your make account , add the exact online module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your exact online or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application exact online modules after connecting to the exact online app, you can choose from a list of available modules to build your {{scenario plural lowercase}} accept a quotation this module allows you to accept a specific quotation in exact online, confirming the offer and moving it forward in your sales process create a bank account creates a new bank account record in exact online, allowing you to store and manage bank account details directly within your exact online environment create a bank entry creates a new bank transaction record in exact online, allowing you to log and track financial transactions directly within your account create a bill of material (bom) material creates a new bill of materials (bom) record in exact online, allowing you to specify and manage the components and materials needed for production create a cash entry creates a new cash transaction record in exact online, allowing you to log incoming or outgoing cash payments directly within your account create a contact adds a new contact to your exact online account, allowing you to store and manage contact details directly within exact online create a cost center adds a new cost center record to your exact online account, allowing you to organize and track expenses more efficiently within the platform create a cost unit adds a new cost unit record to your exact online account, allowing you to track and manage specific expenses within your organization create a document creates a new document in exact online, allowing you to store and manage important files directly within your exact online account create a document attachment adds a new document attachment to your exact online account, allowing you to store and manage files related to your business records create a general journal entry creates a new general journal entry in your exact online account, allowing you to record financial transactions directly from make com create a goods delivery creates goods deliveries in exact online based on a selected sales order, allowing you to manage and track the shipment of products to your customers create a goods receipt creates a detailed goods receipt in exact online based on a specific purchase order, allowing you to accurately record and track the items received from your supplier create a journal creates a new journal entry in exact online, allowing you to record financial transactions directly within your exact online account create a project creates a new project in exact online, allowing you to manage and track project details directly within your exact online account create a project classification creates a new project classification record in exact online, helping you organize and categorize your projects more effectively create a purchase entry creates a new purchase entry record in exact online, allowing you to log and track your business’s purchase transactions directly within your exact online account create a purchase invoice creates a new purchase invoice record in exact online, allowing you to document and manage expenses from your suppliers directly within your account create a purchase order creates a new purchase order in exact online, allowing you to specify supplier details, order items, quantities, and other relevant information create a quotation creates a new sales quotation in exact online, allowing you to propose prices and terms to your customers directly from your workflow create a sales entry adds a new sales entry to your exact online account, allowing you to record and track sales transactions directly within the platform create a sales invoice creates a new sales invoice record in exact online, allowing you to bill your customers directly from your connected account create a sales invoice line adds a new line item to a sales invoice in exact online, allowing you to specify details such as products, quantities, and prices for your invoice create a sales invoice from a sales order generates a detailed sales invoice based on an existing sales order in exact online, making it easy to turn orders into official invoices create a sales item price adds a new sales item price record to your exact online account, allowing you to specify pricing details for a particular product or service create a sales order creates a new sales order in exact online, allowing you to record and manage customer purchases directly within your exact online account create a sales order line adds a new sales order line item to an existing sales order in exact online, specifying details such as product, quantity, and price create a subscription creates a new subscription record in exact online, allowing you to manage and track customer subscriptions directly within your exact online account create a wbs activity creates a new work breakdown structure (wbs) activity in exact online, allowing you to organize and manage project tasks more efficiently create a warehouse transfer creates a new warehouse transfer in exact online, allowing you to move inventory items from one warehouse location to another within your account create an account creates a new customer or supplier account in exact online, allowing you to easily add business contacts to your exact online database create an address adds a new address record to your exact online account, allowing you to store and manage address details for your contacts or organizations create an item adds a new item record to your exact online account, allowing you to store details such as product information, pricing, and inventory for better management within your system create an opportunity creates a new sales opportunity in exact online, allowing you to track and manage potential deals directly within your account delete a contact permanently removes a selected contact from your exact online account delete a sales invoice permanently removes a specific sales invoice from your exact online account, helping you keep your records up to date and clutter free delete a sales invoice line removes a specific line item from a sales invoice in exact online, helping you keep your invoices accurate and up to date delete a sales order permanently removes a specific sales order from your exact online account delete a sales order line removes a specific sales order line from your exact online account, allowing you to keep your sales orders up to date by deleting items you no longer need delete a subscription removes a specific subscription from your exact online account, helping you manage and clean up your active subscriptions delete a subscription line removes a specific subscription line from your exact online account, helping you keep your subscription details up to date delete a webhook subscription removes an existing webhook subscription from your exact online account, ensuring that you no longer receive automated notifications for the specified events delete an account permanently removes a selected account from your exact online system download a document downloads a specific document from your exact online account, allowing you to easily access and use files stored within exact online get profit loss overview use this endpoint to find out the financial results for both the current and previous year it calculates the result by subtracting the total costs from the total revenue, giving you a clear overview of your financial performance for each year link an item to a supplier creates a connection between a specific item and a supplier in exact online, allowing you to manage which supplier provides each item in your system list accounts retrieves a list of items that match your specified criteria this module is ideal when you need to collect a large set of results based on your search parameters list general ledger accounts retrieves a list of items that match your specified criteria this module is ideal when you need to gather a large set of results based on your search parameters list purchase entries retrieves a list of items that match your specified criteria this module is ideal when you need to gather a large set of results based on your search parameters list reporting balance retrieves a summary of your financial transactions, making it easy to view balances and total amounts for a specific period—perfect for generating reports and keeping track of your finances make an api call allows you to make a custom, authorized api request to the connected service, giving you flexibility to interact with features or endpoints not covered by the standard modules search accounts retrieves and displays items that meet the specific conditions you set search addresses retrieves and displays items that meet the specific conditions you set, making it easy to find exactly what you're looking for search bank accounts retrieves and displays results that match the specific criteria you set search bank entries finds and returns items that match the specific criteria you set search contacts retrieves and displays data that meets the specific conditions you set search cost centers retrieves items that meet the specific conditions you set, allowing you to quickly find exactly what you’re looking for search cost units retrieves and displays items that meet the specific conditions you set search currencies retrieves items that meet the specific conditions you set, allowing you to easily find and work with the data you need search documents retrieves items that meet the specific criteria you’ve set, making it easy to find exactly what you’re looking for search general ledger accounts retrieves items that meet the specific criteria you set, allowing you to find exactly what you're looking for search goods deliveries retrieves items that meet the specific conditions you set, allowing you to easily find the information you’re looking for search items retrieves and displays results that meet the specific criteria you set search mail messages sent retrieves data that meets the specific conditions you set, allowing you to find exactly the information you need search opportunities finds and returns items that meet the specific conditions you set search payments retrieves and displays results that meet the specific criteria you set search project time transactions retrieves items that meet the specific conditions you set, making it easy to find exactly what you’re looking for search purchase entries retrieves items that meet the specific conditions you set, making it easy to find exactly what you’re looking for search purchase invoices finds and returns items that meet the specific conditions you set, helping you quickly locate the information you need search purchase orders retrieves and displays results that meet the specific criteria you set search quotations retrieves items that meet the specific criteria you set, allowing you to find exactly what you’re looking for search receivables finds and returns items that meet the specific criteria you set, helping you quickly locate the information you need search sales entries retrieves items that meet the specific conditions you set, making it easy to find exactly what you’re looking for search sales invoices retrieves items that meet the specific criteria you set, making it easy to find exactly what you’re looking for search sales item prices retrieves items that meet the specific conditions you set, making it easy to find exactly what you’re looking for search sales order lines retrieves items that meet the specific criteria you set, making it easy to find exactly what you’re looking for search sales orders retrieves items that meet the specific conditions you set, making it easy to find exactly what you’re looking for search sales price list linked accounts retrieves and displays results that meet the specific criteria you set, helping you find exactly what you’re looking for search sales price list volume discounts retrieves items that meet the specific conditions you set, allowing you to find exactly what you’re looking for search sales price lists finds and returns items that match the specific criteria you set, helping you quickly locate the information you need search stock batch numbers retrieves items that meet the specific conditions you set, helping you find exactly what you’re looking for search subscriptions retrieves and displays results that meet the specific criteria you set search transaction lines retrieves items that meet the specific conditions you set, allowing you to find exactly what you’re looking for search warehouse transfers finds and returns results that match the specific criteria you set, helping you quickly locate the information you need send a sales invoice creates and sends a sales invoice to your customers using exact online, helping you manage your billing process efficiently send a sales order creates and sends a new sales order in exact online, allowing you to process customer orders directly from make com update a bank account updates the details of an existing bank account in your exact online account, allowing you to modify information such as the account name, number, or other related fields update a contact updates the details of an existing contact in your exact online account, allowing you to modify information such as name, address, or other contact fields update a cost center updates the details of an existing cost center in your exact online account, allowing you to modify information such as the cost center’s name, description, or other attributes update a cost unit updates the details of an existing cost unit in your exact online account, allowing you to modify information such as the cost unit’s name, description, or other related fields update a purchase order updates the details of an existing purchase order in exact online, allowing you to modify information such as items, quantities, prices, or supplier details update a sales order updates the details of an existing sales order in exact online, allowing you to modify information such as order items, quantities, or customer data update a sales order line updates the details of a specific sales order line in exact online, allowing you to modify information such as product, quantity, or price within an existing sales order update an account updates the details of an existing account in exact online, such as contact information, address, or other account specific fields update an address updates the details of an existing address in your exact online account, allowing you to modify information such as street, city, postal code, or other address fields update an item updates the details of an existing item in your exact online account, allowing you to modify information such as item name, description, or other attributes update an opportunity updates the details of an existing opportunity record in your exact online account, allowing you to modify information such as status, value, or related contacts watch accounts this module activates whenever a new account is created, an existing account is updated, or an account is deleted, allowing you to automatically respond to changes in your account records watch bank accounts this module activates whenever a bank account is added, modified, or removed, allowing you to track changes to your bank accounts in real time watch bank entries triggers whenever a new bank entry is added, an existing one is updated, or a bank entry is removed from your records watch contacts triggers when a new contact is added, an existing contact’s details are updated, or a contact is removed from your system watch goods deliveries triggers whenever a goods delivery record is added, modified, or removed, allowing you to automate actions based on changes to your goods delivery data watch items triggers whenever a new item is added, an existing item is modified, or an item is removed from your system watch mail messages sent triggers whenever an email is successfully sent, allowing you to take action each time a new outgoing message leaves your mailbox watch opportunities triggers when a new opportunity is added, an existing opportunity is modified, or an opportunity is removed from your system watch project time transactions this module activates whenever a time entry is added, modified, or removed from a project, allowing you to track and respond to changes in project time transactions watch purchase entries triggers whenever a new purchase entry is added, an existing one is modified, or a purchase entry is removed—helping you stay updated on all changes to your purchase records watch purchase orders this module activates whenever a purchase order is created, modified, or removed, allowing you to automatically respond to changes in your purchase order records watch quotations triggers when a new quotation is added, an existing quotation is modified, or a quotation is removed from your system watch sales entries triggers whenever a new sales entry is added, an existing one is updated, or a sales entry is removed, allowing you to automatically respond to changes in your sales records watch sales invoices this module activates whenever a sales invoice is newly created, modified, or removed, allowing you to automatically respond to any changes made to your sales invoices watch sales orders this module activates whenever a sales order is created, updated, or deleted, allowing you to automatically respond to changes in your sales orders watch subscriptions this module activates whenever a subscription is created, modified, or removed, allowing you to track and respond to changes in your subscriptions automatically templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} exact online resources you can have access to more resources related to this app on the following links exact online topics on make community exact online website exact online documentation exact online api documentation exact online page on make