Sage Intacct account mapping and sync behavior
Sage Intacct account mapping controls how Essential billing activity appears in Sage Intacct.
Set up mappings before automatic sync is turned on. Confirm the revenue, tax, payment, refund, and adjustment accounts with your accounting team.
If your Sage Intacct environment uses dimensions such as departments, locations, classes, or projects, choose the defaults Essential should apply. Your accounting team can adjust mappings later if reporting needs change.
Essential syncs customer billing activity such as invoices, payments, refunds, fees, and related journal activity. Sync status is shown in Essential so you can see what has synced and what needs attention.
If a sync fails, review the error, update the missing mapping or Sage Intacct configuration, then retry the sync.
Where to find it: Settings > Invoicing > Accounting > Sage Intacct account mapping, once Sage Intacct is enabled for your business
Related guides
Last updated
Was this helpful?