Exact Online by Debesis

exact online boekhouden is a cloud based accounting solution for managing invoices, expenses, and financial reports integrating with make com allows users to automate invoice creation, synchronize financial data, and streamline bookkeeping processes between exact and other 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 https //www exact com/nl/producten/boekhouden 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 appropriate permissions, https //www exact com/nl/producten/boekhouden app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/exact online/ click the install button 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 oauth 2 0 oauth 2 0 instructions you need to generate your token login to your platform using your credentials locate the fields labeled client id, redirect uri, and response type retrieve the client id required for authentication 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}} https //www make com/en/register , 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 account 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 docid\ so88fm6pkt0g adkddfzz page 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 quotation in exact online, confirming the offer and moving forward with the sales process create a bank account creates a new bank account record in exact online, allowing you to manage and track your financial transactions within the platform create a bank entry creates a new bank transaction record in exact online, allowing you to log incoming or outgoing payments directly into your exact online account create a bill of material (bom) material creates a new bill of material (bom) record in exact online, allowing you to specify the components and quantities needed to manufacture a product create a cash entry creates a new cash transaction record in exact online, allowing you to log incoming or outgoing cash payments directly into your accounting system create a contact adds a new contact to your exact online account, allowing you to store and manage contact details within the platform create a cost center adds a new cost center to your exact online account, helping you organize and track your company’s expenses more efficiently create a cost unit adds a new cost unit record to your exact online account, allowing you to track and manage specific costs 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 creates a new document attachment in exact online, allowing you to upload and store files directly within your exact online account create a general journal entry creates a new general journal entry in exact online, allowing you to record financial transactions directly into your exact online accounting system create a goods delivery creates goods delivery records in exact online based on a specific sales order, helping you track and manage the shipment of products to your customers create a goods receipt creates a detailed goods receipt in exact online based on information from a specific purchase order, helping you accurately record received items and update your inventory records create a journal creates a new journal entry in exact online, allowing you to record and organize your financial transactions directly within your account create a project creates a new project in exact online, allowing you to organize and manage your work or tasks directly within your exact online account create a project classification adds a new project classification to your exact online account, 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 register and manage incoming supplier invoices directly within your exact online account create a purchase order creates a new purchase order in exact online, allowing you to record and manage orders for goods or services directly within your exact online account 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 transaction record to your exact online account, helping you keep track of sales activities and financial data create a sales invoice generates a new sales invoice in exact online, allowing you to record and manage customer billing directly within your 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 your orders into official invoices for your customers create a sales item price adds a new price entry for a specific sales item in exact online, helping you manage and update your product pricing directly within the platform create a sales order creates a new sales order in exact online, allowing you to record customer purchases and manage your sales process efficiently create a sales order line adds a new sales order line item to an existing sales order in exact online, allowing you to specify product details, quantities, and pricing 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 record 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 account in exact online, allowing you to add and manage client details directly from make com create an address adds a new address record to your exact online account, allowing you to store and manage address information for your contacts or organizations create an item adds a new item record to your exact online account, allowing you to store and manage product or inventory details directly within the platform create an opportunity creates a new sales opportunity in exact online, allowing you to track potential deals and manage your sales pipeline more effectively 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 organized delete a sales invoice line removes a specific sales invoice line from your exact online account, 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, helping you keep your sales orders up to date and accurate delete a subscription removes a specific subscription from your exact online account, helping you manage and clean up your list of active subscriptions delete a subscription line removes a specific subscription line from your exact online account, helping you manage and update your subscriptions more efficiently delete a webhook subscription removes an existing webhook subscription from your exact online account, stopping any further notifications from being sent to your specified endpoint delete an account permanently removes a selected account from your exact online workspace, ensuring the account and its associated data are deleted from the system download a document retrieves and downloads a specific document from your exact online account, allowing you to access and save the file directly to your device or workflow get profit loss overview use this module to easily find out your financial results for both the current and previous year it calculates your results by subtracting your total costs from your 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, making it easy to track which supplier provides each item list accounts retrieves a list of items that meet your specified criteria use this module when you need to access and work with a large set of matching results list general ledger accounts retrieves a list of items that match the criteria you specify use this module when you need to collect a large set of results based on your chosen filters list purchase entries retrieves a list of items that match your specified criteria this module is ideal when you need to collect a large number of results based on your search parameters list reporting balance retrieves a summary of financial transactions, giving you an overview of balances and total amounts for a selected period—perfect for generating financial reports make an api call executes a custom api request to the service, allowing you to interact with any authorized endpoint and perform specific actions not covered by the standard modules search accounts retrieves and displays results that meet the specific criteria you set search addresses retrieves items that meet the specific conditions you set, allowing you to find exactly what you’re looking for search bank accounts retrieves items that meet the specific conditions you set, allowing you to find exactly what you're looking for search bank entries finds and returns items that match the specific criteria you set, helping you quickly locate the information you need search contacts finds and returns items that match the specific criteria you set, helping you quickly locate the exact information you need search cost centers retrieves and displays items that meet the specific conditions you set search cost units retrieves items that meet the specific criteria you set, allowing you to find exactly what you're looking for search currencies retrieves and displays items that meet the specific conditions you set search documents retrieves items that meet the specific conditions you set, allowing you to find exactly what you’re looking for search general ledger accounts retrieves and displays results that meet the specific criteria you set, helping you find exactly what you're looking for search goods deliveries retrieves and displays results that meet the specific criteria you set, helping you find exactly what you’re looking for search items retrieves items that meet the specific conditions you set, allowing you to find exactly what you’re looking for search mail messages sent retrieves data that matches the specific criteria 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 items that meet the specific conditions you set, allowing you to find exactly what you’re looking for search project time transactions retrieves and displays 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 retrieves and displays items that meet the specific conditions you set search purchase orders retrieves and displays results that meet the specific criteria you set, helping you find exactly what you’re looking for search quotations retrieves items that meet the specific conditions you set, making it easy to find exactly what you’re looking for search receivables retrieves data that matches the specific criteria you set, helping you find exactly what you’re looking for search sales entries retrieves items that meet the specific conditions you set, allowing you to find exactly what you’re looking for search sales invoices retrieves and displays results that meet the specific criteria you set search sales item prices retrieves and displays results that meet the specific criteria you set, helping you find exactly what you're looking for search sales order lines retrieves and displays results that meet the specific conditions you set search sales orders retrieves items that meet the specific conditions you set, helping you find exactly what you’re looking for search sales price list linked accounts retrieves items that meet the specific criteria you set, making it easy to find exactly what you’re looking for search sales price list volume discounts retrieves data that matches the specific conditions you set, helping you find exactly what you’re looking for search sales price lists finds and returns items that match the specific criteria you set search stock batch numbers retrieves a list of results that meet the specific criteria you set, helping you find exactly what you're looking for search subscriptions retrieves items that meet the specific criteria you set, allowing you to find exactly what you're looking for search transaction lines retrieves items that meet the specific conditions you set, making it easy to find exactly what you’re looking for search warehouse transfers retrieves items that meet the specific conditions you set, allowing you to find exactly what you’re looking for send a sales invoice creates and sends a sales invoice to your customers using exact online send a sales order creates and sends a new sales order in exact online, allowing you to automate the process of submitting orders directly from your workflow update a bank account updates the details of an existing bank account in your exact online account, allowing you to modify information such as account number, description, or status update a contact updates the details of an existing contact in your exact online account, allowing you to modify information such as name, email address, phone number, and other contact fields update a cost center updates the details of an existing cost center in exact online, allowing you to modify information such as the name, description, or other relevant 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, code, 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, 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 customer data, order items, or delivery details update a sales order line updates the details of a specific sales order line in exact online, such as quantity, price, or product information update an account updates the details of an existing account in exact online, such as contact information or account settings 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 a specific item in your exact online account, allowing you to modify information such as item name, description, or other relevant fields update an opportunity updates the details of an existing opportunity in your exact online account, allowing you to modify information such as status, value, or related customer data 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 these changes in your workflow 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 this module activates whenever a new bank entry is added, an existing one is updated, or an entry is removed, allowing you to track all changes to your bank records in real time watch contacts this module activates whenever a contact is added, modified, or removed, allowing you to automatically respond to changes in your contact list watch goods deliveries this module activates whenever a goods delivery record is created, updated, or removed, allowing you to track and respond to changes in your goods delivery process watch items this module activates whenever a new item is added, an existing item is modified, or an item is removed, allowing you to automatically respond to these specific changes watch mail messages sent triggers whenever an email message is successfully sent, allowing you to take action each time an outgoing email 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 related to a project is added, modified, or removed, helping you keep track of all changes to 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, allowing you to automate actions based on 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 orders watch quotations this module activates whenever a quotation is added, modified, or removed in your system, allowing you to automate actions based on these changes watch sales entries this module activates whenever a sales entry is added, modified, or removed, allowing you to automatically respond to changes in your sales data watch sales invoices this module activates whenever a sales invoice is added, modified, or removed, allowing you to automatically respond to changes in your invoicing records watch sales orders this module activates whenever a sales order is created, updated, or removed, allowing you to automatically respond to changes in your sales orders watch subscriptions this module activates whenever a subscription is added, modified, or removed, allowing you to automate actions based on changes to your subscriptions templates you can look for more templates in https //www make com/en/templates , 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 https //www exact com/nl/producten/boekhouden https //support exactonline com/community/s/knowledge base#all all hno content resources eol files homeexactonlinehelpcentre https //start exactonline nl/docs/hlprestapiresources aspx?sourceaction=10 https //www make com/en/integrations/exact online