Connecting Moneybird

Prerequisites

• An active Moneybird account
• At least one administration (company) in Moneybird

Steps

1. Click Authorize to start the OAuth flow
2. Log in to your Moneybird account (if not already logged in)
3. Grant access to the requested scopes
4. You'll be redirected back — the connection will show as Connected
5. The Administration dropdown will be automatically set to your first company
   • If you manage multiple companies, select the desired one from the dropdown
   • Click Save to confirm

Permissions

The integration requests access to:

• Sales invoices & contacts — Read and manage invoices and customer data
• Documents — Read and manage purchase invoices and receipts
• Bank — Read bank account information
• Settings — Read administration and ledger account configuration

Multi-Company Support

If your Moneybird account manages multiple administrations (companies):

• The default administration is set automatically on first connection
• Change it anytime via the Administration dropdown in connection settings
• Each connection targets one administration at a time

Troubleshooting