Spendesk

Integrations with Accounting Softwares

Everything you need to know about creating your API credentials.

Create API credentials

Create API Credentials and manage API access

Create a new bank account in Xero to push your data to Spendesk.

Get ready to integrate with Xero

Our Spendesk-Xero integration VS competitors'

Set up Xero native integration

Import your wallet loads to Xero

Export purchases with our Xero native integration

Export various types of payments/payables and FX fees.

How purchases are exported to Xero with the native integration

Xero and GLs

Xero native integration 

Spendesk's DATEV native integration

Introduction to DATEV Unternehmen Online

Set up DATEV UO before using our Spendesk <> DATEV integration

Configure DATEV UO for Spendesk integration

Set up DATEV connect online permissions from Unternehmen Online

Activate DATEV native integration

Pre-requisite: Follow the activation and authentication tutorial (part. I).

Accounting settings - DATEV

Set up your chart of accounts (SKR) and account length on DATEV UO

Know how to close an accounting period / Create a new one

Create a new accounting period - DATEV

Set up expense accounts - DATEV

Set up bank fees account - DATEV

Set up tax accounts  - DATEV

Set up supplier accounts - DATEV

Set up employee accounts - DATEV

Set up Kostenstellen mapping (KOST 1 & 2) - DATEV

Export purchases to DATEV

Use our CSV bank journal to upload settlements in DATEV via Batch Processing module and automatically offset open positions.

DATEV Bank Journal - Batch processing

Tips on how to solve the most common export errors when exporting with the DATEV native integration

Fix export errors - DATEV native integration

Find a Spendesk purchase on DATEV UO

Change the way receipts are exported from Spendesk to DATEV.

Change the import behavior to DATEV

Share receipts with tax consultants - DATEV

DATEV on Bookkeep 2.0

Preview of your Spendesk payables on Quickbooks

Quickbooks views (US customers)

Get ready to integrate with Quickbooks (US customers)

Connect to Quickbooks (US customers)

Connect and set up accounts (Settings > Accounting)

Set up your charts of accounts (US customers)

Export data into Quickbooks (US customers)

Quickbooks Native Integration (US customers)

0. Introduction to Our Integration with Sage 100

1. Prerequisites to set up the Sage 100 Integration

2. Connect Spendesk to Sage 100 cloud (SPC) with integrator

2 (bis). Connect Spendesk to Sage 100 on-premise with the help of your integrator

4(a). Your journal codes: import, export, and configuration

This article explains how your Sage 100 bank accounts are imported into Spendesk and where to configure them.

4(b). Your bank accounts: import, export, and configuration

This article explains how your Sage 100 expense accounts are imported into Spendesk and where to configure them.

4(c). Your expense accounts: import, export, and configuration

This article covers the import of your Sage 100 VAT accounts into Spendesk, as well as configurations related to self-assessment.

4(d). Your VAT accounts: import, export, and configuration

This article explains how to configure your supplier accounts imported from Sage 100.

4(e). Your supplier accounts and suppliers: import, export, and configuration

This article explains how to configure your employee accounts imported from Sage 100.

4(f). Your employee accounts and employees: import, export, and configuration

With the Spendesk <> Sage 100 integration, you can link your Sage 100 analytical plans to your Spendesk analytical fields or cost centers.

4(g). Your analytical fields: import, export, and configuration

This article covers exporting your Spendesk transactions from Spendesk to Sage 100.

5. Exporting your Spendesk operations to Sage 100

5(bis). Export of your prepaid expenses over multiple periods.

Appendix 1. Mapping of Spendesk <> Sage 100 Fields

Sage 100 native integration

Seamlessly prepare and export your Spendesk expenses to NetSuite!

NetSuite native integration: contents

Configuring your NetSuite settings and connecting your Spendesk account to your NetSuite account

NetSuite native integration: connect your Spendesk account to NetSuite

Your accounts, vendors and employees are imported from NetSuite

NetSuite native integration: import NetSuite accounts

Creating vendor bills and payments in NetSuite

NetSuite native integration: export payables and settlements

Tips on how to fix the most common issues you may face with the NetSuite native integration

FAQ : questions you might have on NetSuite Integration and troubleshooting

How to solve “You do not have permissions to set a value for element tranid”

How to setup the Amortisation feature to export start date, end date and amortisation template to NetSuite

Configuring the NetSuite Amortisation feature

Netsuite native integration

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