Connect SmartBill

An authorized administrator should manage this connection.

Connect the office

1. Open Settings → SmartBill.
2. Follow the connection steps shown.
3. Check the connected business information and status.

Link a client company

1. Open the client’s Connections area or its setup flow.
2. Choose whether to connect an existing SmartBill company or create a new one.
3. For an existing company, check its name and identifier.
4. Review where the initial financial definitions come from: SmartBill or Office.
5. Read the preview, including additions and conflicting definitions.
6. Confirm and check the resulting connection status.

Creating a new company also creates it in SmartBill. If setup fails after the Office client exists, retry from that client file.

Keep both systems consistent

SmartBill supports changes flowing between the systems. Review conflicts instead of assuming a refresh always overwrites the other side.

Next: Connection problems and conflicts.