The Sage Intacct target requires the following fields:
Your Sage Intacct Company Id
Your Sage Intacct Sender Id
Your Sage Intacct Sender Password
Your Sage Intacct User Id
Your Sage Intacct User Password
Currently the Sage Intacct target does not currently support all entities. Don't see the entity you want? Contact us
Head to your flow, and go to the target options.
The Sage Intacct target is designed for flows with a user configurable target. Do not use it for a normal flow, or you will get unexpected behavior. You can change this setting under the Details page of your flow.
Select the Sage Intacct target, and you'll be prompted to provide your credentials.
Each entity that can be synced to Sage Intacct must be in the correct format before posting.
When sending Journal Entries to the Sage Intacct target, the file must be named
JournalEntries.csv have the following columns.
The day the transaction occurred
Journal Entry Id
The ID of the Journal Entry (becomes the DocNumber in QBO)
If you aren't using Account Numbers, it will use this column to find the Account
Must be a POSITIVE number
Either "Debit" or "Credit"
Description for the entry
Optional. Allows you to specify a different currency code
Below is an example
Updated about 2 months ago