Which accounting systems does Summit work with?

Direct connections

Summit exports straight to two accounting systems:

• Sage Intacct, our fully supported integration. It's included on the Professional plan and up. See Connect Sage Intacct.
• QuickBooks Online, in beta. Email support@summitspend.com before you connect it.

Everything else

You can still use Summit with another accounting system. On the Accounting page, Export N Transactions to CSV downloads your ready charges as a file, and Export with Receipts (ZIP) adds the receipt files. See Export coded spend.

The CSV is laid out for Sage Intacct's credit card transaction import, so you may need to adjust the columns for another system.

Ask for another integration

Go to Settings > Accounting > ERP connection, find Need another integration? and click Request integration. Tell us which system your team uses.