Linking entrepreneurial and admin accounts

How can I link my entrepreneurs to my admin account myself?

 

Are you an entrepreneur and does your accountant already work with Billit? Or are you an accountant and do you have entrepreneurs who already use Billit and aren’t linked to you admin account yet? Then you can make this connection.

 

When you send invoices and documents to your accountant via the submenu 'Send' under the menu ‘Accountant', Billit checks whether a accountant or accounting firm with this e-mail address is known to Billit. If this is the case, you will receive a message asking you to link your file with this accountant. Click on the ‘Connect' button to make the connection. Your bookkeeper will in turn be asked to make this link.

Once the connection has been made, your accountant will be able to follow up your invoices better and upload your invoices and documents into his accounting software at the end of the quarter. Doesn't your accounting firm not yet work with Billit? Feel free to let us know, we will be happy to contact them to explain all the advantages of Billit..

You can establish the connection with your entrepreneurs/companies in Billit in different ways.

1. Add: When you add a file via the 'Add' button in the 'Files' menu, you will receive a message asking whether you want to link the file to your admin account. When you click on 'Connect', your entrepreneur will receive a message asking him to connect his file.

• 2. Import lists: When you add files to your admin account by importing an Excel list of files, you will be asked to create a link for each company number in the list for which a Billit file already exists. When you click on 'Connect', your entrepreneur will receive a message asking him to link his entrepreneur file to your admin account.

3. Add from accounting software: Via the connection with certain bookkeeping software packages, you can also import files into your Billit admin account from the accounting software. To do this, click on the 'Add from accounting software' button in the 'Files' menu. When importing, Billit will search for existing Billit files based on the company number. For each company number for which a Billit file already exists, you will receive a message asking you to make the connection. When you click on 'Connect', your entrepreneur will receive a notification with the question to link his entrepreneur file to your admin account.