> 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-parametrage/parametrage-general-de-yoplanning/integration-pennylane.md).

# Pennylane Integration

### What is Pennylane?

Pennylane is accounting software. Yoplanning integrates with Pennylane to allow you to manage your accounting journals and customer invoices.

For accountants: [Article on the practical operation between Yoplanning and Pennylane](/en/yoplanning-academy/yoplanning-parametrage/parametrage-general-de-yoplanning/integration-pennylane/workflow-comptable-integration-yoplanning-x-pennylane.md)

### Prerequisites

* Having a Pennylane account (<https://www.pennylane.com/>)
* You need the Yoplanning module "INVOICING\_PENNYLANE" (contact support)
* Having the correct configuration of accounting accounts in the Team and in the products/resources
  * NOTE: Pennylane uses 3-digit accounting codes, so only the first 3 digits will be sent to Pennylane.

Once these prerequisites are completed, you can connect Yoplanning to Pennylane below.

### Facility

* Go to the Team settings on Yoplanning.
* Scroll down to the "Accounting" section, just before the "Resale" section. *(If Pennylane is not visible, you must contact support to obtain the correct module; see prerequisites above.)*
* Click the sync button, Pennylane will open in a new tab
* Choose the correct company to synchronize and then authorize

<figure><img src="/files/cyaiVVghYRHefXE2ujtM" alt="" width="372"><figcaption><p>Cliquer sur le bouton de synchronisation</p></figcaption></figure>

<figure><img src="/files/bskNKKIWL6gV029OIPRi" alt="" width="481"><figcaption><p>Choisir la bonne entreprise puis cliquer sur Autoriser</p></figcaption></figure>

### Functioning

Yoplanning will write in Pennylane during several events:

* When a Yoplanning invoice is locked, a customer invoice is created in Pennylane.
* When a Yoplanning invoice is unlocked, a credit note is created in Pennylane (and therefore the invoice is cancelled).
* When entries are made in the Yoplanning cash journal (payments), the cash journal in Pennylane is synchronized.
* When Yoplanning fees are paid, the miscellaneous transactions journal in Pennylane is synchronized.
* The cash journal entries are reconciled with the corresponding invoice (either when the invoice is locked, or when payments are created on an already locked invoice).

### Uninstall

* Go to Team settings
* Scroll down to the Pennylane display and then click the unsync button.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.yoplanning.support/en/yoplanning-academy/yoplanning-parametrage/parametrage-general-de-yoplanning/integration-pennylane.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.