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Data & Security

Cloud Synchronization

Cloud synchronization is a Premium feature in Billance. It lets you sync your encrypted data across multiple devices.

Supported Providers

Depending on your platform, you can connect one of these providers:

  • iCloud
  • OneDrive
  • Google Drive
  • Dropbox
  • WebDAV

How Setup Works

Go to Settings → Cloud Synchronization and start the setup dialog.

The process is:

  1. Select a provider
  2. Complete sign-in or authorization with the cloud service
  3. For WebDAV, also enter server URL, username, password, and optionally a root path
  4. Check whether Billance data already exists in the cloud
  5. Choose an initial sync strategy if needed

Initial Sync Strategy on First Connect

If Billance data already exists in the cloud, Billance asks how it should proceed:

  • Merge: Local and remote data are merged
  • Replace local: Cloud data overwrites your local data
  • Replace cloud: Your local state is uploaded to the cloud

What You Can Control After Connecting

Once connected, you can manage options such as:

  • Sync now
  • Sync on startup and sync on quit
  • Synchronization interval
  • Which areas should be synchronized: company profiles, internal contacts, recipients, products, invoices, templates, profile settings, and payment accounts
  • A storage overview with a breakdown by profile and data type
  • Disconnecting the provider or deleting cloud content completely or by area

Security

  • Billance synchronizes encrypted data
  • Your cloud provider does not see the business contents of your database
  • When disconnecting, your local data stays intact
  • If you want, you can also delete Billance data from the cloud while disconnecting

Important Notes

  • The app remains fully usable offline; synchronization continues later
  • The initial sync may take longer depending on the amount of data
  • If your Premium access expires, the connection remains visible, but synchronization is paused
  • With WebDAV, Billance can also show the connected server and path details afterwards