What do I need to use the Sage Accounting integration to SumUp?

To use this feature, you need to be a POS Plus or Payments Plus user and your Sage Accounting plan must include unlimited sale and purchase invoices.

How do your sales and fees sync to Sage Accounting daily?

SumUp's Sage Accounting integration automatically syncs the previous day's data to Sage Accounting every morning at 4:00 a.m. Sales are recorded as invoices and fees as purchase invoices. Choose how sales are grouped (by item, category, or VAT-split summary) and let the daily sync handle the rest.

However, the following data cannot be synced yet:

  • Data collected before initiating the connection 

  • Item catalogue and inventory management 

  • Customer data 

  • SumUp Business Account transactions 

  • Sales made via invoices that were paid by bank transfer or simply marked as paid 

  • Cashbook movements and expenses data

How do sales appear in Sage Accounting?

The sales you'll find in Sage Accounting will appear as invoices which include the following information:

  1. Customer – "SumUp" (shows what SumUp "owes" you).

  2. Invoice lines – you can choose to display your sales as follows: 

    • By summary – one line per VAT rate so your bookkeeping is correct

    • Item category – one line per category

    • Item – one line per product

  3. Account – You can choose the account your invoices go to during setup.

How do fees appear in Sage Accounting?

The day after a payout, SumUp will create a purchase invoice in Sage Accounting, in the account that you choose during integration setup.

The expense line will contain the associated SumUp payout ID, and the corresponding VAT rate will by default be the one of the destination account you choose.

What's the SumUp clearing account?

When you link Sage Accounting to your SumUp profile, we add a new account called “SumUp Clearing Account”. It's a temporary holding area for each day’s sales and SumUp fees.

Here's how it works: 

  • A customer pays you.

  • The sale and the related fee both land in the clearing account and are marked paid.

  • SumUp sends the net amount (sales minus fees) to your real bank account.

  • Once that payout appears on your bank statement, you match it to the clearing account.

This extra step keeps your books tidy and accurate—sales, fees, and payouts stay separate until everything is reconciled. You can set up Sage Accounting rules to automate the matching if you prefer.