Moneybird Integration
Magento Moneybird Integration: Book Invoices, Credit Memos and Customers Automatically
A complete accounting connection between Magento 2 and Moneybird
Every order in your Magento store has to end up in your bookkeeping. Typing invoices over by hand takes hours every month, and one wrong VAT rate or ledger account is enough to make your VAT return incorrect. The Magento Moneybird integration takes that work off your hands.
The extension books every Magento invoice and credit memo into Moneybird automatically, with the customer as a Moneybird contact, the right tax rate on every line and the right ledger account for products, shipping, payment fees and corrections. You connect once with a Moneybird API token and a cron job keeps your books up to date every fifteen minutes.
Everything happens inside the Magento admin: a queue with a clear status per invoice, an Accounting tab on every order, a dry run that shows the exact booking before it is sent and CLI commands for developers. Available as a monthly subscription or a one-time license.
Connect Magento to Moneybird in Minutes
Setting up the connection takes a few minutes. Create an API token in Moneybird under Instellingen → Koppelingen → Externe applicaties, paste it into Stores → Configuration → Magmodules → Moneybird and press Check Credentials.
The extension reads which Moneybird administrations the token can reach and takes you through the rest:
- Administration: with one administration it is selected for you. With several, you choose, with the id next to the name so you never book into the wrong set of books.
- Import Info: one click fetches your ledger accounts and tax rates from Moneybird, so every dropdown shows your own data.
- Per store view: token, administration and mappings can be set per store view, so a second store can book into its own administration.
The token is stored encrypted in Magento. Reconnecting with an account that can no longer reach the selected administration clears the selection instead of booking into books you cannot see.
Invoices and credit memos
Every Magento invoice and credit memo is booked into Moneybird automatically, as an external sales invoice or as a Moneybird sales invoice.
Customers as contacts
Customers are created as Moneybird contacts with company name, VAT number and Chamber of Commerce number, without duplicates.
Correct VAT, including ICP
Magento tax rules map to Moneybird tax rates, with separate fallbacks for zero-rated, intra-community and export sales.
Right ledger accounts
Products, shipping, payment fees and corrections each book to their own ledger account, so your profit and loss is correct.
Two Ways to Book: External Sales Invoice or Sales Invoice
Not every store invoices the same way, so the Magento Moneybird integration supports both booking routes Moneybird offers. You choose per store view under Book orders as.
External sales invoice is the default. Magento numbers and sends the invoice, and Moneybird books the revenue. Your Magento invoice number travels along as the reference and the booking shows a source label, "Magento" by default, so your bookkeeper always sees where it came from.
Sales invoice lets Moneybird issue the invoice itself, with its own number sequence, its own PDF layout through a Moneybird workflow and, if you want, its own email to the customer.
The route is stored per invoice
Each invoice remembers the route it was booked under. Switching the setting later only affects new invoices, and a credit note always follows its original. Nothing that is already booked is moved.
Map Magento Tax Rules to Moneybird Tax Rates
Magento calculates how much VAT a line carries. Moneybird needs to know which tax rate to book it under. Under Accounting → Configuration → Tax Rate Mapping you link every Magento tax rule to one of your own Moneybird tax rates, edited right in the grid.
Four fallbacks catch everything your rules do not cover: With Tax, No Tax, EU No Tax for intra-community supplies with reverse charge, and No EU No Tax for exports outside the EU.
ICP sales on the right rate
The extension checks for an intra-community supply first, before a line can be booked as ordinary zero-rated. A B2B order to a Belgian customer with a VAT number lands on your reverse charge rate, so your ICP declaration stays complete.
Every Line on the Right Ledger Account
A booking is only useful if the money lands in the right place. The extension splits every invoice into four kinds of line, and each kind books to a ledger account you choose from your imported Moneybird accounts.
- Product: your turnover account for every product line.
- Shipping: a separate revenue account, so freight income is visible on its own.
- Payment/Extra Fee: surcharges from Mollie, Buckaroo, Sisow, Amasty and Fooman are recognised automatically.
- Adjustment Fee: credit memo adjustments and anything else that is not a product, shipping or a known fee.
An unmapped rate or ledger account is left out of the booking instead of guessed at. Moneybird then applies your administration's default, which you can correct, instead of an id that belongs to somebody else's books.
A Sync Queue That Tells You What Happened
Under Accounting → Data → Invoices you see every invoice the extension has picked up, with its Moneybird Sync status, the Moneybird Sync Result and the Moneybird ID of the booking. A failed invoice carries Moneybird's own message in its row, so you rarely need to open a log file. The same status columns also appear in Magento's own Sales → Invoices and Credit Memos grids.
Temporary problems such as a timeout or a rate limit are retried automatically, up to three attempts. A booking Moneybird refuses is parked as Failed until you fix the cause, so no API calls are wasted. With the row and mass actions you sync, skip, add or remove invoices yourself, and older invoices can be added to the queue in bulk.
Start from your fiscal year
Set a start date and nothing from before that date is synchronized. Ideal when you switch to Moneybird at the start of a new fiscal year.
Check Every Booking Before It Is Sent
Every order gets an Accounting tab that shows the invoice and credit memo lines exactly as they will be booked: item, quantity, total, VAT percentage, the Moneybird tax rate and the ledger account each line resolved to.
Need a different rate or account for one line? Click it, choose another one, and the invoice goes back to the queue with the correction. Lines you edit by hand are left alone by a later recalculation.
Dry run: see the booking without sending it
Show API Data renders the exact request for Moneybird, with contact, reference and the tax rate and ledger id per line, without creating anything. The fastest way to check a new mapping before it reaches your books.
Credit Memos Booked as Their Own Document
Refunds have their own queue under Accounting → Data → Credit Memos. Every credit memo is booked as a separate document with negative amounts, on the same route as the invoice it belongs to.
The original booking stays exactly as it was, so your bookkeeping shows a sale and a reversal, which is what happened. That also works for partial refunds: one line out of six is credited as one line.
Unique references thanks to a prefix
Magento numbers invoices and credit memos in separate sequences. A configurable prefix, C by default, keeps credit memo 000000002 and invoice 000000002 apart in Moneybird.
Customers Become Moneybird Contacts Automatically
Before an invoice is booked, the customer is created or updated as a contact in Moneybird, with name, address, phone number and the email address for invoices.
For business customers the extension also sends the company name, the VAT number and the Chamber of Commerce number. Private customers are booked as a person, so their invoice is not addressed twice.
Never a duplicate contact
Contacts are matched on the Magento customer ID instead of on email address. Two customers who share a mailbox stay two contacts, and a returning customer never gets a second contact in Moneybird.
CLI Commands and a Self-Test for Developers
Day to day the Magento cron does the work, on a schedule you choose. When you want an answer in seconds, two console commands are available.
bin/magento accounting:sync:moneybird runs the queue on demand and prints one line per document, with Moneybird's message on anything that failed. bin/magento accounting:selftest:moneybird checks the PHP version, module status, installed version and Magento version.
With debug mode on, every API request and response is written to a dedicated Moneybird log. Errors are always logged.
Buy the Moneybird Integration Instead of Building It
A reliable accounting connection is more than calling an API. It has to handle two booking routes, VAT including reverse charge and exports, ledger mapping, retries, credit notes and duplicate contacts, and it has to keep working when Moneybird or Magento changes. Building and maintaining that yourself quickly costs more development time than a license ever will.
That is why you can choose the model that suits your store:
Monthly subscription
Start without a big upfront investment, always on the latest version, with updates and support included.
One-time license
Pay once and use the extension for as long as you like, including a year of updates and support.
Books Magento invoices and credit memos into Moneybird automatically.
Choose between external sales invoices and Moneybird sales invoices.
Maps Magento tax rules to Moneybird tax rates, including ICP and export.
Separate ledger accounts for products, shipping, payment fees and corrections.
Creates customers as Moneybird contacts, matched on customer ID.
Sync queue, Accounting tab, dry run and CLI commands in the Magento admin.
Magento Moneybird Integration: Technical Details for Developers and Store Owners
The advantages for developers
The extension is built on the Magmodules accounting base, which provides the queue, the grids, the order tab and the logging, while this module handles everything Moneybird-specific: the API client, the two booking routes and the mapping of tax rules and item types onto Moneybird tax rates and ledger accounts. Invoice lines are frozen when a document is queued, so a booking is reproducible. Transient errors are retried with a back-off, rejected payloads are not. It requires Magento 2.4.4 or newer and PHP 8.1 or newer, installs with composer require magmodules/magento2-moneybird and ships with unit, contract and end-to-end tests.
Good to know for store owners
For store owners, the Magento Moneybird integration means no more typing over invoices. Connect once, map your tax rates and ledger accounts, and every invoice, credit memo and customer reaches Moneybird on its own. Your bookkeeper sees exactly where each booking came from, and you see in the queue at a glance whether everything arrived.
Knowledgebase
All familiar Help articles
A list of the most frequently asked questions from the Moneybird Integration extension for . We've tried our best to help you with the installation, configuration and troubleshooting. If you do not find the answer you were looking for, you can always send us a message through this form.
Installation articles
Configuration
Adobe Commerce Marketplace Approved
This extension is listed on the official Adobe Commerce Marketplace and has passed their review process for code quality, performance and security.
Adobe Marketplace approval means the extension follows Magento coding standards and integrates properly with the platform. Updates go through the same review process.
Hyvä Compatible Plugin
This extension includes full support for Hyva Themes. All frontend components, widgets and templates work natively with Hyva's Alpine.js and Tailwind CSS stack.
The extension works out of the box on Hyva and is tested with every new Hyva release to ensure continued compatibility.
GraphQL Made Ready
This extension exposes its data and configuration through Magento's GraphQL API. You can query and mutate data directly from headless frontends or custom applications.
The GraphQL schema follows Magento's conventions and covers all key functionality of the extension. This makes it ready for PWA Studio, Vue Storefront or any other headless setup.
Magento Cloud Support
This extension is fully compatible with Adobe Commerce Cloud (Magento Cloud). It works with the read-only filesystem, the build and deploy pipeline and cloud-specific caching layers.
No additional configuration or workarounds are needed for cloud environments. The extension handles static content deployment and config management the same way as on-premise installations.
Private Composer Repo
After purchase you get access to a private Composer repository with personal credentials. Install and update the extension with a single composer command, just like any other dependency.
Your Composer credentials are available in your account dashboard. Updates are published to the repository as soon as a new version is released, so you always have access to the latest version.
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