Payhawk supports direct integration with Dual Entry and provides you with the flexibility to effortlessly export and sync your expenses between the two systems.
For more information, go to the article about exported data between Payhawk and Dual Entry.
Initial interaction between Payhawk and Dual Entry
By connecting to your Dual Entry subsidiary, you allow Payhawk to perform the following:
Sync your Bank accounts, Chart of accounts, VAT rates, Analytical categories and customers, and Suppliers.
Automatically push expenses and payments in real time.
Before you begin
To connect the two systems:
You must have Administrator rights for both Dual Entry and Payhawk.
You need a Dual Entry API key. To create one, log in to Dual Entry as an Administrator, go to Developer access, and create an API key with the View-Only role.
Connecting to Dual Entry
To connect your Payhawk account to Dual Entry, follow the steps:
In the Payhawk Web Portal, go to Settings > Integrations tab.
Under Available integrations, find Dual Entry and click on Connect.
On the next screen, click on Continue.
On the Connect account screen, paste your Dual Entry API key in the API key field, and click on Continue.
On the next screen, from the drop-down menu select the company to which you want to connect, and click on Continue.
In the Data mapping dialog, configure the Bank accounts mapping and the Payhawk specific accounts settings. Click on Continue.
The Payhawk system will automatically fetch the Dual Entry data. After the data process has finished, click on Done.
Notes on configuration
The integration setup from the last time Payhawk and your accounting system were connected will be automatically re-applied the next time you connect.
You can edit the current integration setup without disconnecting from your accounting system. In Payhawk, go to Settings > Integrations, click on the three-dots menu of the desired ERP system, and select Edit configuration.
Useful resources