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How do I activate the Accounto app integration?

If you want to connect PEAX with Accounto, you can activate the integration directly in your PEAX portal. The setup only takes a few steps and ensures that your documents are automatically transferred to Accounto. Here you can find out how to set up the integration correctly.

The Accounto app integration can be activated as follows:

Log in to your Accounto account or ask your fiduciary to do so. Go to the “Data flows” menu and select “PEAX Integration.”App Integrationen Task Manager Helpcenter accounto activation ui - DE1

Enter the PEAX ID of your business account and click on “Activate.”App Integrationen Task Manager Helpcenter accounto activation ui - DE2

If the link in Accounto was successful, the status will change to “Pending.” Now log in to your PEAX business account and confirm the activation.

The activation task will now appear in the PEAX cockpit. Proceed as follows:App Integrationen Task Manager Helpcenter accounto activation ui - DE3

The activation task now appears in the PEAX Cockpit. Proceed as follows:App Integrationen Task Manager Helpcenter-1

  1. Define the date from which documents from your PEAX account should be transferred to Accounto for the first time.

  2. Click Activate to initiate document transfer on the start date. The start date cannot be changed later.

  3. Congratulations! You have successfully linked your PEAX account to your Accounto account. You can find all detailed information about the Accounto integration under the menu item Settings > App Integrations. Click on Edit in the “Accounto” app integration to access the detailed view.

The status will now also change to “Active” in Accounto.

 

App Integrationen Task Manager Helpcenter accounto activation ui - DE4