Sage Intacct

🚧

Beta Integration

Sage Intacct integration is currently live in open beta. We recommend getting in touch with our product and integration support team before using it in production. To request access to beta features, you can do so by contacting your account manager or following the instructions here.

This section highlights key features of the Sage Inacct integration that you need to be aware of.

Setup the Integration

See Set up Sage Intacct to learn how to configure and enable the integration.

Data Types Coverage

+Supported by Railz.
Download attachments.
Upload attachments.
Not supported by Railz.
⚠️Not supported by the service provider.
-Not applicable.
Data TypeReadCreateUpdate
Accounting Transactions+--
AP Aging⚠️--
AR Aging+--
Balance Sheet⚠️--
Bank Transactions
Bank Transfers⚠️⚠️⚠️
Bills+
Bill Payments+
Business Info+--
Cashflow Statement⚠️--
Chart of Account+
Credit Notes - Bills+
Credit Notes - Invoices+
Customers+
Deposits
Estimates
Income Statement
(Profit & Loss)
⚠️--
Inventory+
Invoices+
Invoice Payments+
Journal Entries+
Purchase Orders+
Refunds
Tax Rates+
Tracking Categories
(Classes)
+
Trial Balance+--
Vendors+

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