5.1.1 - Integrate to Sage Intacct

---> From register settings. Select Integrations, select Sage Intacct and Connect to Sage Intacct.

---> Enter your clients Sage Intacct credentials. (Spreadsheet 1 - Tab 2)

--->  Connect your register to Sage Intacct. (Spreadsheet 1 - Tab 2)

5.1.2 Set the Sage Intacct Journal

---> Set your Sage Intacct Journal. (Spreadsheet 1 - Tab 2)

5.1.3 Sync Sage Dimensions

---> While in register settings, select the classifications option. Then Sync with Sage Intacct Dimension.

---> Sync each of the dimensions the client wants to classify the journal lines. (Spreadsheet 1 - Tab 2). 

Note: As this is a new register, each of the AA fields will be “Create new”. If there were existing Classifications, the option would exist to map Dimensions to these existing Classifications.

Now proceed back to 2 | Configuration, Step 4 to complete register configuration.

Related documents

Implementation Guide

Register Information Collection (Spreadsheet 1)

Asset Import Template (Spreadsheet 2)