Connecting your first accounting tool to mail and invoicing
Pick the package and the bank link first. Mail and invoice templates follow, otherwise you are migrating halfway.
Try this first
- 1Pick a tool widely used in the Netherlands (Moneybird, e-Boekhouden, Yuki, Exact Online). Ask your accountant first which one they prefer; their hourly rate drops if they do not have to learn.
- 2Activate the PSD2 bank link immediately. Matching statements by hand gets old after a month and steals time better spent on clients.
- 3Set up your invoice template: logo, chamber of commerce number, VAT number, IBAN, clear payment terms. No layout games, a clean invoice looks professional and gets paid faster.
- 4Hook up mail-to-invoice if available. Many tools read inbound supplier invoices via a unique import mailbox. Saves scanning and typing.
- 5From invoice one, attach a UBL file or connect to Peppol. E-invoicing is becoming a B2B requirement (check the tax office and Ondernemersplein for the actual date). Better to set up now than to scramble later.
When to bring us in
If you cross the VAT threshold, sell internationally, or use margin schemes, have your accountant review now. That saves four quarterly corrections later.
See also
- First IT setup as a freelancer, what do you actually needNot everything at once. One laptop, a mailbox on your own domain, a password manager, a backup. That covers the first year.
- Hiring your first employee, what IT to arrange before day oneLaptop, account, mailbox, access to the right folders. In that order, not all of it at 9 a.m. on day one.
- Moving to a new office, IT checklistInternet and power have the longest lead times. Plan at least three months out, not three weeks.
None of the above fits?
Describe your situation below. We pass your input plus the steps you already saw to our AI and return tailored next-step advice. If it's too risky to DIY, we'll say so.
Or skip the DIY entirely
Our Managed IT clients do not look these things up. One point of contact, a fixed monthly price, resolved within working hours.