Qonto and Sage Génération Expert offer several integration methods for retrieving your accounting data. Depending on your setup, you can retrieve invoices, bank transactions, or for Accountants, set up full synchronization of accounting entries via the Espace Qontable API.
☝️ Qonto is an Approved Platform (PA): this notably allows you to automatically retrieve purchase invoices within the platform without having to download them manually.
☝️ If you are an Accountant, you must have Accountant access to access your clients' files via the Espace Qontable. If not, ask your clients to invite you as an Accountant on their account. The Qonto Basic plan does not allow this invitation.
How can I retrieve invoices in Sage GE?
Manual export of invoices from Qonto
Invoice export is available as files. For more comprehensive accounting processing, the Sage GE API (see next section) allows you to directly send the generated accounting entries — including supporting documents.
The procedure varies depending on your role:
-
Qonto Client (regardless of your plan):
- Go to the Purchases section (supplier invoices) or Sales (customer invoices)
- Click on Export at the top right
- Choose the desired period and download the file
-
Accountant (via the Espace Qontable):
- Select the desired file from the list on the left
- Click on Download invoices (suppliers) or Export customer invoices
- Choose the desired period and download the file
⚠️ Note: the desired period corresponds to the date the invoice was imported into Qonto and not the invoice date.
How can I retrieve bank transactions in Sage GE?
Bank transaction export is available as files. For more comprehensive accounting processing, the Sage GE API allows you to directly send the generated accounting entries.
Manual export of transactions
-
Qonto Business Client (regardless of your plan):
- Go to the Transactions section
- Click on Export transactions at the top right
- Choose the export type — you can include supporting documents, downloaded in a separate folder
-
Accountant (via the Espace Qontable):
- Select the desired file from the list on the left
- Click on Access my Client Space at the top right
- Go to the menu Business Account > Transactions
- Click on Export transactions at the top right
- Choose the export type — you can include supporting documents, downloaded in a separate folder
Automatic sending of Qonto transactions via EBICS/JeDeclare integration
An EBICS/JeDeclare integration is available for automatic sending of bank transactions to Sage GE. This integration does not allow transmission of supporting documents. For configuration, see: How do I connect Qonto to my accounting or treasury tool via EBICS?
How can I set up automatic synchronization of accounting entries?
Complete automatic synchronization of accounting entries (purchases, sales, expense reports, bank) and their attachments is available via the Espace Qontable API, reserved for Accountants.
Qonto clients subscribed to the Business plan or higher can also access Qonto pre-accounting to generate entry files. To learn more, see the article: How do I do my pre-accounting with Qonto?
For Accountants: install the Sage GE API from the Espace Qontable
- Log in to your Espace Qontable and go to the Integrations menu
- Click the Start button at the bottom of the integrations page
For complete API configuration and operation, see the dedicated article: How do the APIs work to synchronize my accounting entries with Qonto?
Once the connection is established:
- The accounting reference of each file (chart of accounts, auxiliary accounts, journal codes) is automatically retrieved from Sage GE to your Espace Qontable
- Entries generated by Qonto (purchases, sales, expense reports, bank entries) are synchronized to Sage GE upon validation with supporting documents (PDF invoices)
- You can modify API settings and connect new files from the Integrations page of the Espace Qontable
Manual export of entries to Sage GE
If you prefer file export, go to the Ready to export tab in the Accounting menu of the Qonto file and click Export. Select the CSV format from the dropdown list.
For more information, see: How can I manually export my accounting entries from the Espace Qontable?
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