Exporting the books
- Open Workspace › Export & Data API and choose New export.
- Choose a format. The Accmerio package is the complete copy, with a checksum for every file, and another Accmerio workspace can import it through Import from Other Software. Excel workbook and JSON hold the same data; QuickBooks Desktop (IIF) holds the chart of accounts, customers, suppliers and every journal.
- Optionally set From and To, or Choose datasets. Then choose Create export, and enter your authenticator code unless you are the Owner.
- When the export shows Ready, choose Download. It is kept for seven days.
Data API keys
- Open the API keys tab and choose New key.
- Fill Name (after the system that will use it), What it may read, Expires after and, if the system has fixed addresses, Allowed IP addresses.
- Choose Create key, enter your code, and copy the key from Copy your new key. It is shown once.
A key only ever reads, and only this company. It stops working when the person who made it leaves the company or loses the right to manage keys. Revoke › Revoke key stops a key at once.
Using the API is the reference for whoever connects the other system: the address, the entities, the query language (in the style of QuickBooks Online's) and the reports.