MarssteinDocs
Task guides

Connect a client to Lexware

Step-by-step task guide: Inbox and documents.

  • Open Settings, section Connections, tab Move your data, and scroll to the Lexware card below the import form. It is shown to owners, admins and accountants.
  • Under Lexware connection choose Connect. The badge then reads Connected. If the page says Lexware cannot be connected because the server's Lexware key belongs to another client or is missing, ask your administrator: you cannot fix that here.
  • Lexware books with posting categories instead of accounts. In the table Posting categories, pick a Lexware posting category for each Category you want to hand over. Only expense categories are offered.
  • Each choice is saved at once and Saved appears next to it.
  • Each booking is still handed over one by one and only when you click, never automatically.
  • To stop, choose Disconnect and confirm with Yes, disconnect. Syncing stops until you connect again.