Cloud Synchronization

Cloud synchronization is a Premium feature. It transfers selected Billance data between your devices in encrypted form; the cloud provider cannot read the business data.

Providers

Depending on the operating system and availability, you can connect iCloud, OneDrive, Google Drive, Dropbox, or WebDAV. WebDAV requires a server URL, username, password, and optionally a root path.

WebDAV with Nextcloud

Use the WebDAV address for your Nextcloud account, for example https://cloud.example.com/remote.php/dav/files/your.name. For an existing folder such as sync-Billance, optionally enter /sync-Billance as the path. The effective destination is then https://cloud.example.com/remote.php/dav/files/your.name/sync-Billance/Billance/, because Billance automatically adds its own /Billance subfolder. Alternatively, append sync-Billance directly to the server URL and leave the optional path blank. For Nextcloud, an app password is recommended instead of the regular account password.

The specified root folder must exist and be accessible to the account. Billance needs permission to list and read it and to create the /Billance subfolder. Inside that folder, Billance must be allowed to create, read, overwrite, and delete files and further subfolders. This also applies to team folders and other shares.

Typical messages mean:

• Path not found: The server URL or optional path does not point to an existing WebDAV folder.
• Access denied: The account cannot open the destination path.
• App folder cannot be created: Permission to create /Billance in the destination is missing.
• Write, read, or delete test failed: At least one file permission required for synchronization is missing.
• WebDAV not supported: The address is reachable but does not provide the required WebDAV features there.
• TLS, timeout, or connection error: Check the certificate, network, reverse proxy, or server availability.

First connection

1. Choose the data areas to synchronize
2. Choose the provider and complete sign-in or authorization
3. Billance checks whether cloud data already exists
4. If needed, choose Merge, Replace local, or Replace cloud

Replace local overwrites local data with the cloud state. Replace cloud uploads the local state as the new cloud baseline. Check the direction carefully and create a backup first when the data is important.

Data areas

You can select company profiles, internal contacts, recipients, products, documents, receipts, recurring expenses, templates, profile settings, payment accounts, and bank reconciliation. Original receipt files and original document PDFs have their own subordinate switches. The selection applies to the individual device. Areas you turn off stay on the device and are not deleted from the cloud.

Automation and control

• Sync now starts a manual run
• Auto sync, interval, sync on startup, and mobile data are configured per device
• The desktop app can additionally synchronize before quitting
• Storage overviews show usage by profile and data type
• Individual cloud areas can be deleted and disabled on the device
• Disconnecting keeps local data intact

Offline use and downgrade

The local app remains usable without internet; pending changes synchronize later. If Premium expires, the connection remains stored but sync is paused. A later upgrade can reuse the same configuration.