---
title: How to Set Up and Use the Lexware App
description: Want to simplify your accounting processes with the Lexware App? This step-by-step guide shows you how to easily set up and use the app within your ikas dashboard.
---

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# How to Set Up and Use the Lexware App

## Want to simplify your accounting processes with the Lexware App? This step-by-step guide shows you how to easily set up and use the app within your ikas dashboard.

### Installing the Lexware App

1. In your **ikas dashboard**, go to **Apps \> App Store** and install the **Lexware Office App**.
2. After installation, the app will appear under **Apps \> My Apps**.
3. Open the app and click on the **Connect Lexware Account** button to start the setup.
4. You’ll be redirected to **Lexware**: 
     - Log in to your account.
     - Approve the **authorization request** by clicking **Allow Access**.
     - After successful authorization, you will be redirected back to your ikas dashboard.
5. In your ikas dashboard, click the **Update** button to complete the setup.

 

### Adjusting Lexware App Settings

Once connected, you can tailor the app’s settings to fit your business needs:

1. Select which **sales channels** should be included in the integration.
2. Choose the **order status** that will trigger automatic invoice transfers (e.g. *Created*, *Ready to Ship*, or *Completed*).
3. Select the appropriate **tax rate**.
   
   > Note: Tax settings in ikas and Lexware must be consistent.
4. Adjust any additional settings as needed and save your changes.

 

### Using the Lexware Integration

After setup, you can manage your invoices in two ways:

- **Automatic Transfer**
  
  Invoices are automatically sent to Lexware based on the selected order status.
- **Manual Transfer**
  
  Want to send an invoice manually?
  
    - Open the relevant order.
    - Click on the **three dots (“...”)** in the upper-right corner.
    - Select **“Create Invoice”** with the Lexware logo.

### Error Messages During Invoice Transfer

If an invoice fails to transfer, follow these steps:

1. Go to **My Apps \> Lexware App \> Orders**.
2. Check the **order status**.
   
   If it shows *“An unknown error has occurred”*, hover over the red area to view the specific error message.

### Viewing Invoices in Lexware

After a successful transfer, you can view your invoices in **Lexware** under: **Documents \> All Documents**

 

 

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