Connect your Moneybird account and Taxmo fetches your sales invoices and purchase invoices over the API, from every year. No retyping and no export files.
The connections are part of every paid plan, from Starter (€12.99 a month excl. VAT). There is no separate fee per connection or per import. See pricing
The connection fetches invoices, not your whole administration. Contacts are not created as separate records: the name of the customer or supplier is in the entry's description. Receipts, journal entries, bank transactions and attachments do not come across.
You bring in bank transactions with Taxmo's own bank connection. Opening figures, such as your bank balance and open items, go on the opening balance. The switching guide explains each step without booking anything twice.
The Moneybird connection fetches every issued invoice in your administration, including earlier years, and does not check whether a quarter was already filed. So import first, and then mark in the VAT Return Guide which quarters you already filed from Moneybird.
Using the margin scheme? That flag does not come across from Moneybird: those invoices arrive as ordinary VAT entries, so check them after the import.
If you leave the connection on, Taxmo fetches new data every three hours, so you can run both packages side by side for a while. Once you have moved for good, turn auto-sync off or disconnect.
Yes, the invoices. Taxmo has a built-in Moneybird connection over the API. You log in to Moneybird, grant access, and Taxmo fetches your issued sales invoices and your purchase invoices. Bank lines, receipts, journal entries and attachments do not come across.
Not as separate records. The name of the customer or supplier comes across in each entry's description, and the customer's country and VAT number are used to pick the right VAT box. If you want them in Taxmo too, import the Moneybird export on the Contacts page.
The connection has no date limit: every issued invoice Moneybird supplies comes in, including earlier years. A VAT return only counts the entries of that quarter.
Yes. With auto-sync on, Taxmo fetches new invoices every three hours and skips what is already there. Turn it off once you have moved for good.
No. The sync only fetches data and writes nothing back. Your old administration stays as it is, and you can disconnect at any time. What was already imported stays in Taxmo.
Yes, for free. Email onboarding@taxmo.io or send a message from the app, and we help you with the connection, the opening balance and checking the import. We do not do your bookkeeping or returns for you: you stay in charge, we make sure you get off to a good start.
Many business owners switch on 1 January, so the new financial year sits in one package. Switching during the year works too. The switching guide explains how to do it without booking anything twice.
It is included in every paid plan, from Starter (€12.99 a month excl. VAT). There is no separate fee per import.
Start free: Create an account and look around. Connect your package when you are ready.