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How does Qonto x Notion work?

Connect Qonto to your Notion workspace to create advanced financial dashboards

Updated over a week ago

Notion is a productivity and collaboration tool that allows note-taking, data storage, document organization, and task automation.

By connecting your Qonto account to Notion, you can create advanced financial dashboards and access your transaction information directly in Notion.

How to set up the integration of Notion with Qonto ?

  1. Open your Qonto app on your computer and navigate to the Integrations and Partnerships section.

  2. Click on the Notion card.

  3. Use your Notion credentials to connect Notion with your Qonto account.

  4. Select the Notion page where Qonto will build your transaction database.

How to use the integration ?

Once the “Qonto Transactions” database is created in Notion, all your transactions will be synchronized every three hours. Here are some examples of what you can do with the integration:

  • Easily analyze your transactions or share transaction details with your teammates.

  • Enrich your database with additional elements to enhance your financial dashboards.

  • Set up calculations, such as VAT calculation, to simplify your financial tasks.

  • Create alerts or tracking mechanisms for specific transactions.

☝️ Good to know : Attachments and pending transactions cannot be retrieved in Notion.

How to fix a transactions' synchronizing issue ?

If your transactions are not synchronizing correctly on Notion, you can try disconnect and reconnect the integration. However, by doing so, you may temporarily lose access to your transactions.

To resolve this, follow these options:

  • Option 1:

a. Disconnect the Notion integration

b. From your Qonto app, go to Integrations and Partnerships, and set up a new Notion authentication connected to a new Notion page.

  • Option 2:

If you want to keep the same Notion page:

a. Duplicate the current page where you want the transactions to appear.

b. Delete the old page.

c. Disconnect the integration.

d. Reconnect with a new Notion authentication from Integrations and Partnerships and grant access to the newly generated page.

By following these steps, you can successfully integrate Qonto with Notion and leverage the power of financial dashboards and transaction management.

For further information about Notion, visit their Guides and Help Center !

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