Linking Moneybird as a source

The number after moneybird.com/ in the address bar when you open the administration.

Customers, suppliers and other business relations in the Moneybird administration, including archived contacts.

Invoices sent to customers for delivered products or services, in every state.

Estimates (quotes) that propose products or services to clients.

Sales invoices created in other systems and imported into Moneybird.

Templates for sales invoices that Moneybird creates at a recurring interval, both active and inactive, including the ones that belong to a subscription.

Invoices received from suppliers.

Receipts that prove the payment of expenses.

Manual bookkeeping entries that correct errors or make adjustments.

Financial documents that are not invoices, receipts, estimates or journal entries.

Active bank accounts, credit cards, payment services and other accounts that hold money. Moneybird does not return archived accounts.

Transactions on financial accounts, such as bank transactions, with how each one is booked.

The categories of the bookkeeping, such as revenue, expenses, assets and liabilities.

VAT rates that apply to products and services.

Goods and services that can be added to invoices and estimates, including deactivated products.

Projects that group time entries and financial data, both active and archived.

Time spent on work for contacts and projects, which can be billed to customers.

Templates that set the products and prices of subscriptions.

Users of the administration, including inactive users and accountants.

Workflows that set how invoices and estimates are sent, reminded and collected.

Custom fields that add extra information to sales invoices, contacts and identities.