Connecting Pennylane
Prerequisites
- An active Pennylane account
- At least one company set up in Pennylane
Steps
- Click Authorize to start the OAuth flow
- Log in to your Pennylane account (if not already logged in)
- Grant access to the requested permissions
- 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.) |