What is WinBooks

With WinBooks, you can manage your company's accounting. WinBooks helps with handling the exchange of digital documents (invoices, contracts, balance sheets, etc.) with your accountant.


Sales invoices created in our tool can be correctly imported into WinBooks as UBL files and seamlessly added to the accounting records.


There are several options for transferring UBL files from EenvoudigFactureren to WinBooks:

  • CodaBox
  • ClearFacts
  • Manual export (UBL)


CodaBox

With CodaBox, you can automatically import bank payments and send invoices directly to your accountant.

Don’t have a CodaBox account yet? Request one through your accountant or directly on the CodaBox website.


CodaBox is an external service through which sales invoices can be sent directly to your accountant and bank transactions can be imported so that invoices are automatically marked as paid.


Once a connection with CodaBox has been set up, you can automatically or manually forward all your invoices to WinBooks at your chosen time.



ClearFacts

ClearFacts is an online platform that allows you to collect all your sales and purchase invoices, so they can be digitally sent to and processed by your accountant.


Once a connection with ClearFacts has been established, you can automatically or manually forward all your invoices to WinBooks at your chosen time.


Manual exporting (UBL)

Export invoices for a specific period as a UBL file. You can download these files as a ZIP archive. To do this, go to the invoice overview and select “More Actions” > “Export Invoices.” 



Once the invoices have been exported, download the ZIP file and provide it to your accountant. The accountant will then extract the ZIP file and place the UBL files into the import folder of WinBooks. 

For more information, please consult the website of  WinBooks.