Octopus is an accounting software for managing your bookkeeping. By setting up an integration with Octopus, you can directly record invoices into your Octopus accounting system.

Setting up an integration is only possible with a Professional package or higher.

Connection

To set up an integration with Octopus, you will need the username and password for your Octopus account.

Please note: Only a main user or end-client user in Octopus can set up the integration. A sub-user cannot set up the integration. A main user’s username starts with “U” or “K”. If you receive the error message “You do not have access to this file” during the setup, you will need to request an end-client user account through your accountant or directly from Octopus.

You can set up the connection by navigating to “Integrations” > “Octopus” > “Set up Integration”. This setup only needs to be performed once.