Sage Intacct
Here’s everything you need to know about the Sage Intacct integration and how it works with the Alternative Payments platform.
Sage Intacct is available for partners to use in conjunction with their Alternative Partner Dashboard to sync invoices to our platform.
Overview of synced items
The following items are synced when the Sage Intacct integration is connected:
Invoice Details
Hourly
Invoice Line Items
Hourly
Customers
Hourly
Payments
Few minutes
Deposits
Few minutes
Archiving invoices
❌
Archiving customers
❌
Delete Payments
❌
PDF Invoices
❌
Sage Intacct sync details
Invoice Status Update
Invoice payment status updated in Sage Intacct will sync to Alternative Payments and vice versa.
Note:
Payment failures will not sync back to Sage Intacct and partners must manually revert the status back to unpaid in Sage Intacct
If an invoice is paid in the integration and the invoice is updated in Sage Intacct after the fact, no further updates will occur in Alternative for that invoice
Changes to Unpaid Invoices
Changes to unpaid invoices (amount and due date) in Sage Intacct will sync to Alternative Payments; changes to unpaid invoices in Alternative Payments will not sync back to Sage Intacct.
Partial Invoice Payments
Partial invoice payments or credits applied in Sage Intacct will be reflected in the invoice amount in the Alternative Payments dashboard
Customer Created in Alternative
Customers created in Alternative do not sync to Sage Intacct
Invoices Created in Alternative
Invoices created in Alternative do not sync to Sage Intacct
Deleted Invoices and Customers
Invoices and customers deleted in Sage Intacct do not archive in Alternative. It must be archived in Sage Intacct and then in Alternative manually
How to connect Sage Intacct to your Partner Dashboard
Connect your Sage Intacct to make reconciliation easy by following these steps:
Navigate to Integrations and then click Connect Within your Partner Dashboard, select ‘Integrations’ and then select ‘Connect’ under the Quickbooks module.
Select Sage Inacct from the Pop-Up Link
Click on Continue then select Sage Inacct from the menu.
Authorize Sender ID in the Sage Intacct Platform Account
Within your Sage Inacct account, navigate to Applications > Company > Subscriptions
Scroll down to Web Services and click the switch to enable it. Please ignore the warning about additional fees as there is no charge.
Within your Company information, navigate to the Security tab and click on Edit at the top right hand corner. Under the Sender ID field, enter Rutter and keep the status as Active. Click Save.
4. Input User Credentials
You will need to enter your Sage Intacct Company ID, username, and password to form embedded in Rutter pop-up Link. Please make sure that this account has full permissions to all objects.
You’re all set!
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