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Exact Online Integration: How to Set Up & Configure It in PSOhub

Connect PSOhub to Exact Online and configure how invoices are sent between the two systems

Published: 1 June 2026

Audience

  • Admin

Objective

This article explains how to set up the Exact Online integration in PSOhub, complete the test connection, and configure how invoices are sent between the two platforms.

Prerequisites

You must have Admin user access in PSOhub.

You must have an active Exact Online account with valid login credentials.

If your organization uses multiple business units, identify which business unit you are                connecting to before you begin.

If you have multiple Exact Online administrations on the same user account, log in to                Exact Online and switch to the correct administration before starting this setup in                    PSOhub. If you do not do this, Exact Online will default to the primary administration,            which may not be the correct one.

Steps

Connect Exact Online to PSOhub

  1. Navigate to Settings and select Integrations.
  2. Select the Business Unit Apps tab.
  3. Select the business unit you want to connect from the Select a Business Unit dropdown.
  4. Locate the Exact Online tile and click Connect.
  5. In the Select country window, select the country for your Exact Online administration.

📌 Note: The country selection determines which regional Exact Online environment                      PSOhub connects to (e.g., Exact Online NL, DE, or BE). Make sure you select the                        correct country for your administration.

        6. A confirmation prompt will appear. Click Proceed.

        7. The Exact Online login screen will open. Enter your Exact Online credentials and log in.

        8. If prompted, approve PSOhub's access on the Exact Online consent screen.

📌 Note: The consent screen only appears the first time you connect. If you have                              previously granted consent, you will be redirected directly to PSOhub.

Complete the Test Connection

After logging in, you are returned to PSOhub and the Test connection screen opens automatically.

        9. Fill in the required fields:

Field Description
Item Enter a default article or item from your Exact Online administration. PSOhub uses this item when pushing invoice lines to Exact. You can update this at any time under Settings > Financials > GL Accounts.
Journal Code Enter the Sales Journal code from your Exact Online administration. You can find journal codes under Financial > Journals in Exact.
Tax Category If you use non-default tax codes, select or configure the relevant tax category. PSOhub will use tax code 2 by default if this field is left empty. Make sure this code exists in your Exact Online administration.
Send invoice to customer via PSOhub Check this box if you want PSOhub to automatically push invoices to the customer in Exact Online.

         10. Click Test.

          11. If the connection is successful, a Success message appears, and you will receive a test                                invoice email from Exact Online shortly afterward.

💡 Tip: After testing, remember to delete the test invoice and contact that were created              in your Exact Online administration.

📌 Note: If an error appears, PSOhub will display the error message from Exact Online                where available. See the Exact Online integration: data mapping and troubleshooting            reference article for common errors and how to resolve them.

         12. Click OK to confirm the connection.

Configure How Invoices Are Sent

Once connected, the Exact Online tile displays a Connected status and a Configure button.

         13. Click Configure to open the Exact Configuration window.

         14. Select one of the following invoice sending methods:

Option Description
Send invoice via PSOhub Invoices are sent from PSOhub using PSOhub's invoice template and then processed in Exact Online. Specification pages for T&M and expense lines are processed in Exact and emailed to the client as a PDF attachment.
Send invoice via Exact Online Invoices are pushed to Exact Online. The invoice is then manually sent to the client from within Exact, using Exact's own invoice template.

         15. A confirmation message appears at the bottom right of the screen to confirm your selection                    has been saved.

Result

Exact Online is now connected to your PSOhub business unit. Invoices created in PSOhub will be pushed to Exact Online according to the sending method you configured.

To disconnect Exact Online at any time, return to Settings > Integrations > Business Unit Apps, locate the Exact Online tile, and click Disconnect.

Troubleshooting

If the test connection fails, check the following:

  • Confirm the Item code exists in Exact Online and matches exactly.
  • Confirm the Journal Code is a valid Sales Journal in Exact Online.
  • If the error references a missing payment condition, set a default payment condition in Exact Online or apply it to the test account.
  • If the error references a user or division scope issue, make sure the user completing the setup belongs to the correct division in Exact Online.

For a full list of error codes and solutions, see Exact Online integration: data mapping and troubleshooting reference.

Next Steps

✅ Understand how your data maps to Exact Online
See exactly which PSOhub fields map to Exact Online fields for accounts, contacts, and invoices. Exact Online integration: data mapping and troubleshooting reference

✅ Send your first invoice via Exact Online
Learn how to create and send an invoice from PSOhub to Exact Online.
Exact Online Invoicing: How to Send Invoices Using PSOhub's Invoice Template

✅ Set up GL Accounts
Map PSOhub contract lines to specific General Ledger accounts in Exact Online for accurate financial reporting.
General Ledger (GL) Accounts in PSOhub

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