> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/integrations/integrations/accountview/configure-accountview-exports.md).
# Configure AccountView exports
Choose how OutSmart exports customers, materials, invoices, and sales orders to AccountView.
Use the export settings to decide how **OutSmart** sends data to **AccountView**.
You can export work orders as invoices or sales orders.
You can also create missing debtors and articles in AccountView automatically.
### Create new data during export
#### Debtors
Turn on debtor export if you want OutSmart to create new customers in AccountView.
Choose a **collective account** for new debtors.
This is the ledger account AccountView uses for new customer records.
#### Articles
Turn on article export if you want OutSmart to create new materials in AccountView.
Choose a **default article group** for new articles.
This decides where new materials are placed in AccountView.
### Invoice export options
Use invoice export to send work orders to AccountView as invoices.
#### Export source
Choose whether the export starts from **work orders** or from **OutSmart invoices**.
#### Export as
Choose whether AccountView creates a **draft** or **final** invoice.
#### Default journal
Choose the **journal** AccountView should use for final invoices.
#### Order reference
Build the invoice reference with tags.
Tags fill automatically with work order data.
#### Hour rounding
Round worked hours before export.
You can choose:
* no rounding
* 5 minutes
* 15 minutes
* 30 minutes
#### Export work order PDF
Attach the work order PDF to the invoice in AccountView.
Set the upload path for the PDF file.
#### Use OutSmart prices
Turn this on if you want AccountView to use prices from OutSmart.
If this is off, AccountView uses its own prices.
#### Materials export options
Build the description for material lines with tags.
#### Work period export options
Build the description for hour lines with tags.
### Sales order export options
Use sales order export to send work orders to AccountView as sales orders.
#### Work order export phase
Choose which work order phases trigger export.
You can select:
* **Scheduled**
* **Ready**
* **Complete**
You can select more than one phase.
#### Export work order status
Choose which work status starts the export.
#### Created work order status
Choose the work status OutSmart sets after a sales order is created successfully.
#### Complete export work order status
Choose the work status that triggers the final update when the work order is complete.
#### Done status
Choose the work status OutSmart sets after the work order is fully handled.
#### Intermediate updates
Turn this on to update an existing sales order during the process.
#### Update work order status
Choose the work status that triggers an intermediate update.
#### Sales order description
Build the description field with tags.
#### External note
Build the external note with tags.
#### Internal note
Build the internal note with tags.
#### Create project
Turn this on to create a project in AccountView during sales order export.
OutSmart uses the work order job number.
You can also build the project name and project type with tags.
#### Export work order PDF
Attach the work order PDF to the sales order in AccountView.
Set the upload path for the PDF file.
#### Use OutSmart prices
Turn this on if you want AccountView to use prices from OutSmart.
{% stepper %}
{% step %}
### Open the AccountView settings
Go to **Settings → General → Software integrations**.
Open **AccountView**.
{% endstep %}
{% step %}
### Configure debtor export
In **Debtors**, turn on the export if you want to create missing customers.
Then choose the **collective account**.
{% endstep %}
{% step %}
### Configure article export
In **Articles**, turn on the export if you want to create missing materials.
Then choose the **default article group**.
{% endstep %}
{% step %}
### Configure invoice export
In **Invoice**, turn on the export.
Then choose the export source, invoice type, journal, and other options.
{% endstep %}
{% step %}
### Configure sales order export
In **Sales order**, turn on the export.
Then choose the phases, work statuses, description fields, and optional project settings.
{% endstep %}
{% step %}
### Save the setup
Click **Save**.
{% endstep %}
{% step %}
### Run a manual export when needed
Click **Export workorders** to export eligible work orders immediately.
{% endstep %}
{% endstepper %}
### Before you export
Check these points first:
* the collective account is correct for new debtors
* the default article group is correct for new materials
* the journal is set when you export final invoices
* your tag-based descriptions match the output you want
* the PDF upload path is filled when you attach PDFs
### Frequently asked questions
What is the difference between invoice export and sales order export?
Invoice export creates a sales invoice directly in AccountView.
Sales order export creates a sales order for further processing.
Use invoice export when you want to bill directly.
Use sales order export when you need an order flow first.
What is a collective account?
A collective account is the ledger account for new debtors in AccountView.
Ask your AccountView administrator which account to use.
What is a default article group?
It is the article group AccountView uses for new materials.
Choose the group that fits your products.
Can I customise invoice and sales order text?
Yes.
Use the tag fields for references, descriptions, and notes.
Tags fill automatically with work order data.
What happens if an export fails?
OutSmart marks the work order with work status **99**.
Check the log for the exact AccountView error.
Fix the problem and run **Export workorders** again.
### Related topics
* [**AccountView**](/integrations/integrations/accountview.md)
* [**Configure AccountView imports**](/integrations/integrations/accountview/configure-accountview-imports.md)
* [**Troubleshoot AccountView**](/integrations/integrations/accountview/troubleshoot-accountview.md)
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