> For the complete documentation index, see [llms.txt](https://docs.yoplanning.support/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.yoplanning.support/en/yoplanning-academy/yoplanning-au-quotidien/les-questions-de-comptabilite/comptabilite-francaises/integration-de-pennylane-avec-yoplanning.md).

# Yoplanning accounting integration with Pennylane

### Overview

Yoplanning is connected to the **Pennylane** accounting software via a secure integration using **OAuth 2.0** and Pennylane's **v2 APIs**. This integration enables complete automation of invoicing and cash flow between the two systems.

***

### Main integration features

#### 1. Automatic invoice creation

* When an order is validated in Yoplanning as a **final invoice**, it is automatically transmitted and created in Pennylane.
* The invoices are then stored and available in Pennylane.
* This allows you to directly take advantage of Pennylane's native features:
  * complete accounting management
  * compliant electronic invoicing

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#### 2. Real-time synchronization of cash register movements

* Each transaction entered in Yoplanning is sent instantly to Pennylane.
* These entries feed into a **cash journal** in Pennylane.
* The process is fully automated and requires no manual intervention.

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#### 3. Matching invoices and payments

* The system automatically matches invoices and payments received from Yoplanning.
* This feature is particularly useful in the case of **deposits**:
  * The cash receipts are reconciled with the invoices issued in Pennylane. The account is then changed from account 419 to account 411 at the time of the reconciliation.
* For the accountant, this simplifies tracking and reduces discrepancies between invoices and payments.

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#### 4. Facilitating bank reconciliation

* Through his Pennylane access, the accountant can **map the bank** with the cash journal entries.
* The dates in the cash journal correspond to the bank transactions, which makes reconciliation smooth.
* > **Note:** This bank reconciliation feature is reserved for Pennylane accounting profiles. Standard users do not have access to it.

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#### 5. Monitoring of advance payments (account 419)

* The cash journal is updated with each new invoice from 419 to 411.
* The balance of account **419 Deferred Revenue** can be consulted at any time.
* The accountant thus has a clear view of all receipts recorded as advance payments.
* > **Note**: It is important to specify that to obtain this amount, you must consult this account at the end of the financial year to obtain a consistent amount.

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### Implementation during the fiscal year

If integration with Pennylane is enabled during the fiscal year:

* The data transmitted by Yoplanning is **retroactive** over the entire duration of the current financial year.
* This allows the historical data to be resumed without any accounting break.

***

### Additional resources

For detailed technical information on how to activate the integration, please see the dedicated article: [How to integrate Pennylane?](/en/yoplanning-academy/yoplanning-parametrage/parametrage-general-de-yoplanning/integration-pennylane.md)


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