Your sales, in your books,
without lifting a finger.

If you take card payments, every sale, refund and processing fee has to end up in your books correctly. Connect your payment provider once and we post it all for you, every week, so there's nothing to export or type in.

All packagesScale: hands-on automation support

What's included

Covered by your fixed fee.

Connecting your payment provider to Xero or QuickBooks. That's SumUp today, with more on the way
Collecting each week's sales and posting a single reconciled summary into your books
Showing gross sales, refunds and processing fees separately, with fees coded to the right account
Splitting any week that runs across a month end, so your monthly figures stay accurate
Catching up on past weeks from a start date you choose
A report for every week you can download, showing exactly what was posted

Real time

Takings that match, every week

Each completed week is posted automatically, so your sales figures are never more than a few days behind.

You can see every week that's been posted, and what's still to come, in your portal.

Works with

The tools you already use.

If you take payments through SumUp, your sales, refunds and fees are posted to your books automatically, every week. We're adding Square, Stripe and Zettle, and will tell you as each one is ready.

SumUp

Posted automatically

Square

Coming soon

Stripe

Coming soon

Zettle

Coming soon

Everything is posted into Xero or QuickBooks.

Low touch

What we need from you.

Connect your payment provider and accounting software. It takes a few minutes, and we'll walk you through it
Confirm the first postings look right before we switch it on fully

Good to know

Included with your bookkeeping.

Sales automation is part of our bookkeeping service, so there's nothing extra to pay. On our Scale package we'll also help you set up and fine-tune your automations.

Use a payment provider we don't connect yet? Tell us which one, and we'll let you know when it's available.

FAQs

Common questions.

Which payment providers can you connect?

SumUp is connected today, and its sales are posted to your books automatically. Square, Stripe and Zettle are being added, and we'll tell you as each one is ready. Each business connects one payment provider.

Why one summary a week instead of every sale?

A single reconciled entry per week keeps your books clean and matches what actually lands in your bank, while the weekly report keeps the full detail if you ever need it.