# Connecting Pennylane

## Prerequisites

- An active Pennylane account
- At least one company set up in Pennylane

## Steps

1. Click **Authorize** to start the OAuth flow
2. Log in to your Pennylane account (if not already logged in)
3. Grant access to the requested permissions
4. You'll be redirected back — the connection will show as **Connected**

## Supported Features

| Feature | Support |
|---------|---------|
| Customers | Read, Create, Update |
| Suppliers | Read, Create, Update |
| Invoices | Read, Create, Update, Delete |
| Bills | Read, Update |
| Ledger Accounts | Read, Create, Update |
| Journal Entries | Read, Create, Update |
| Invoice Items | Read, Create, Update |
| Bank Accounts | Read, Create |
| Tracking Categories | Read, Create, Update |
| Company Info | Read |
| Purchase Orders | Read, Create |

## Troubleshooting

| Issue | Solution |
|-------|----------|
| "Not Connected" after authorization | Refresh the page and try again |
| "Invalid configuration" | Delete and re-create the connection |
| Missing data | Ensure your Pennylane company has the relevant data (invoices, contacts, etc.) |