AccountView
Connect OutSmart with AccountView and manage customer, article, project, and financial sync.
AccountView connects OutSmart with your AccountView administration.
Use this section to connect the integration and control what syncs in and out.
In this guide
What you do with AccountView
import employees, debtors, projects, articles, and hour types
import selected quotes and sales orders as work orders
export work orders as invoices or sales orders
create new debtors and articles in AccountView from OutSmart
Recommended order
Start with What is AccountView?.
Then set up AccountView.
Use Troubleshoot AccountView when a sync fails.
Important to know before you start
You need an active AccountView integration license.
The connection uses the AccountView login page.
OutSmart does not store your AccountView password.
You can sync one AccountView administration at a time.
The log panel shows recent sync activity and errors.
Related topics
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