What is the Accounting hub and how does it work?
Victor D avatar
Written by Victor D
Updated over a week ago

Keep all your company’s bookkeeping in one place, request any missing supporting documents in a few clicks and retrieve data on your preferred accounting platform.

Who can access the Accounting hub and the Companies overview section?

All users with at least one Reporting role have access to the Accounting hub. This means that all roles can potentially see the Accounting hub. However, the information displayed in the Companies Overview section differs according to your role:

  • Admin, Owner and Reporting roles have full access.

  • Manager and Employee roles have limited access.

If you have a Manager or Employee role and would like full access, ask the account’s Owner or Admin to upgrade your role.

👆If your Qonto accounts are split between different email addresses, you may want to consider grouping your various accesses under the same email address.

How do I access the Accounting hub?

After logging in, you’ll arrive directly in the Accounting hub. If you click on an organization and then wish to return to the Accounting hub, use the drop-down menu in the top left of your screen.

👆 The Accounting hub is only available on desktop devices.

What is the Companies overview section?

You can access all your organizations from the Companies overview section. Either type the name of the organization you’re looking for into the search bar, or directly click on it in the sidebar menu. On the selected organization’s page, you can complete all the required actions to complete your bookkeeping.

How do I analyze transactions at a glance?

In the Companies overview section, you have access to each of the 10 custom views that can be set up on the History page.

Click on the custom view you want to see and you’ll be redirected to the History page. You can also go directly to the History tab by clicking on “View all”.

Check out this dedicated article to learn more about custom views.

👆 Pro tip: Request all missing attachments in one go

  1. Set up a custom view of transactions with missing attachments.

  2. Select all transactions by checking the box in the top left corner of the transaction table.

  3. Click on "Request receipts" on the right-hand side of your screen, and then "Apply" - Qonto will do the rest.

How do I retrieve account statements autonomously?

Access a specific organization’s account statements for all its current and closed accounts. You can download the latest account statement directly just by clicking on it.

If you want to see more account statements, click on “View all.”

How to export transactions or supporting documents?

Click on “Propel your productivity” to install an integration with your preferred software (Cegid Expert, ACD, Fulll and 10+ other platforms). Check out our dedicated article to learn more about installing each integration.

Only for the 🇫🇷 Market: users with more than 3 Reporting roles will see a jedeclare card from their Company overview section. This card will disappear as soon as the EBICS connection with jedeclare is set up.

👆 Pro tip: set up an EBICS connection between jedeclare and Qonto within 24 hours from the Company overview section, or from the Connect section. Check out our dedicated article to discover more.

Can I revoke my access to a Qonto account?

It’s not possible for a user with a Reporting role to independently revoke their access to an account. To have your access revoked, you’ll need to contact the account’s Owner or Admin. This policy ensures an organization’s financial information remains secure and confidential.

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