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How can I integrate Sage GE with Qonto?

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Qonto and Sage Génération Expert offer several integration methods to retrieve your accounting data. Depending on your setup, you can retrieve purchase and sales invoices, bank transactions, or set up full synchronization of accounting entries via the Qontable Space API (reserved for Chartered Accountants).
☝️ If you are a Chartered Accountant, you must have an Accounting access to access your clients' files via the Qontable Space. 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 invoice files 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 export procedure varies depending on your role:
  • Qonto Client (regardless of your plan):
    1. Go to the Purchases section (supplier invoices) or Sales section (customer invoices)
    2. Click on Export at the top right
    3. Choose the desired period and download the file
  • Chartered Accountant (via the Qontable Space):
    1. Select the desired file from the list on the left
    2. Click on Download invoices (suppliers) or Export customer invoices
    3. Choose the desired period and download the file
⚠️ The selected period corresponds to the invoice import date into Qonto, not the invoice date itself.
 

How can I retrieve bank transactions from Qonto?

Transaction export is available as files. For automatic sending to Sage GE, the EBICS/JeDeclare integration is also available (see below).
Manual export of transactions
  • Qonto Client (regardless of your plan):
    1. Go to the Transactions section
    2. Click on Export transactions at the top right
    3. Choose the export type — you can include supporting documents, downloaded in a separate folder
  • Chartered Accountant (via the Qontable Space):
    1. Select the desired file from the list on the left
    2. Click on Access my Client Space at the top right
    3. Go to the menu Pro Account > Transactions
    4. Click on Export transactions at the top right
    5. Choose the export type — you can include supporting documents, downloaded in a separate folder
Automatic sending of transactions via EBICS/JeDeclare
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 to connect Qonto to my accounting or treasury tool via EBICS?
 

How can I set up automatic synchronization of accounting entries?

Full automatic synchronization of accounting entries (purchases, sales, expense reports, bank) and their attachments is available via the Qontable Space API, reserved for Chartered Accountants.
Qonto clients subscribed to the Business plan or higher can also access Qonto pre-accounting to generate entry files. See the dedicated article: How to do my pre-accounting with Qonto?
Install the Sage GE API from the Qontable Space
  1. Log in to your Qontable Space and go to the Integrations menu
  2. Click on Start at the bottom of the integrations page and follow the assistant steps
For complete API configuration and operation, see: How do 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 Qontable Space
  • The entries generated by Qonto (purchases, sales, expense reports, bank entries) are synchronized to Sage GE as soon as they are validated, along with supporting documents (PDF invoices)
  • You can modify API settings and connect new files from the Integrations page of the Qontable Space
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 file and click Export. Select the CSV format from the dropdown list.
For more information on manual export of entries, see: How can I manually export my accounting entries from the Qontable Space?
 

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