Connecting Sage Intacct
Connect Sage Intacct when your accounting team wants Essential billing and payment activity to sync into Sage Intacct.
Sage Intacct setup may require Essential configuration. If Sage Intacct is not visible under Settings > Invoicing > Accounting, open the Essential Assistant and choose the Talk to a human tab so Essential can enable and configure the provider for your business.
Before setup
Have a Sage Intacct administrator available. Confirm the company, entity, currency, tax setup, revenue accounts, payment accounts, and any dimensions such as departments, locations, classes, or projects.
Connect and test
Open Settings, then go to Invoicing and Accounting. Choose Sage Intacct, then select Connect. Sign in, authorize Essential, and return to Essential to complete setup.
Choose a sync start date, map the required accounts and dimensions, then run a test sync. Ask the accounting team to confirm the test records in Sage Intacct before enabling automatic sync.
Monitor the first few syncs from Essential and Sage Intacct. If a record does not sync, review the sync error, fix the missing mapping or required field, and retry.
Where to find it: Settings > Invoicing > Accounting > Sage Intacct, once enabled for your business
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