Setting up the integration can be done by the account owner or by the accountant/bookkeeper.
1. Setting up the connection yourself
If you, as an entrepreneur, have direct access to your accounting software, you can easily set up the connection yourself:
In Kassatellen, go to Settings > Integrations.
Click on the plus icon (+) next to the accounting integration you use.
Log in with your accounting software credentials to complete the connection.
2. Setup by an accountant or bookkeeper
Prefer to have your accountant or bookkeeper handle it?
Invite them as a new user in Kassatellen and assign them the Accountant role.
The accountant can then navigate to Settings > Integrations, click the plus icon (+) next to the desired integration, and log in to establish the link.