To set up the connection with CodaBox, you'll need a CodaBox account. If you don't have one yet, you can request it through CodaBox or your accountant.
Once you have a CodaBox account, you can establish the link by going to "Integrations" > "CodaBox" > "Set up integration."
You only need to perform this connection once. Enter the VAT number of your company for which you have a CodaBox account.
Once the VAT number has been entered and you click on ‘Request,’ access to your CodaBox account will be requested.
You will then receive an email from CodaBox containing the access code (or TOKEN), which you can enter on the next page.
If your CodaBox account has not been correctly set up, you will receive an error message. In this case, you can contact us or CodaBox.
After successfully establishing a connection, you can import bank transactions or forward invoices to your accountant.