Summit Spend Help

Help Center

Accounting & exports

Connect Sage Intacct or QuickBooks Online, export, and close the month.

Connect your accounting system

  1. Connect Sage IntacctSet up Sage Intacct for Summit Spend, connect, and finish setup so coded spend and receipts export.
  2. Manage your Sage Intacct connectionSync your coding fields, change the posting entity, reconnect, or disconnect Sage Intacct.
  3. Connect your accounting systemConnect Sage Intacct, bring in your coding fields, and export coded spend.

Export

  1. Export coded spendSend ready charges to Sage Intacct, download them as a file, or export them automatically.

Month-end close

  1. Month closeGet every charge for the month synced, check totals, and close the month.
  2. A new month started. What changed?Only spend totals reset. Your lists don't.

Troubleshoot

  1. Sync and export errorsWhat a Sync Error means, the common causes, and how to fix and retry.
  2. Sage Intacct connection errorsWhat each message means when Sage Intacct won't connect, and how to fix it.