Installation
Step 1: Enable Web Services
To get started, please contact your Sage Intacct Account Manager to enable Platform Services on your account. Once you have done so, follow the steps below to enable the Web Services feature on your Sage Intacct account.
Step 2: Invitation Email
You should have received an invitation email from with links to install the and easy-to-follow instructions for installation.
Step 3: Registration & Login
The first time you log in to the Production environment, you will be prompted to establish your Multi-factor Authentication (MFA) setup. You have the option to select various methods of MFA.
Step 4: Select ERP
Select Install on the Intacct ERP box and the installation wizard will appear on your screen.
Step 5: Overview
The first page of the installation wizard provides a brief summary. Before you continue, you must review and complete the pre-onboarding checklist.
Step 6: Permissions
To establish a connection between your bank and Sage Intacct, you must agree and grant access by toggling the slider. Once completed, click Next .
Step 7: Web Services Authorization
Authorization to the Web Services feature should be done in Intacct using the following steps.
Step 8: Create Web Service User
To ensure that the plugin is able to communicate with Sage Intacct, a Web Service User needs to be created in Intacct before continuing with the next step.
Step 9: Enter Web Service User Credentials
Return to the installation wizard and type in the credentials you received in the previous step. Then, select Next Step.
Step 10: Install Plugin
This next step guides you through installing the plugin with the installation wizard. If automatic installation fails, you can manually install the plugin by downloading the plugin XML file using the link in the installation wizard.
Step 11: Set Permissions for a Role
In Intacct Go to Company → Admin tab → Roles. On the role, Select Subscriptions Select Permissions to enable permissions accordingly for each of the following Cash Management Checking Accounts (List, View), Savings Accounts (List, View), Credit Card Accounts (List, View) Accounts Payable All Permissions Company Transaction Currencies (List, View), Entities (View), Funds/Locations (View) General Ledger All Permissions All Permissions Then, select Save .
Step 12: Assign Role to Web Service User
In Intacct, go to Company → Admin tab → Web Service Users . Then, select Edit on the Web Service User you would like to edit.
Step 13: Assign Role to User
In Intacct, go to Company → Admin tab → Users . Then, click Edit on the User you would like to edit.
Step 14: Connection Status
Here, the installation wizard will begin to run a connection check to validate all details entered in the previous steps and ensure that all permissions are correctly set up. If there are no issues, a large green checkmark will appear to confirm that the connection has been established.
Step 15: Account Matching
The next step in the installation wizard is to match your ERP Accounts to the corresponding Bank Accounts.
Step 16: Enable Bank Feeds
Bank feeds let your settled bank transactions flow automatically into your ERP for reconciliation, removing the need to export and import bank statements manually. Follow the instructions below to connect your bank for automatic transaction syncing.
Step 17: Bank Feeds Setup
By enabling Bank Feeds for the plugin, your bank establishes a reliable and secure flow of transactions from your bank into Sage Intacct’s Reconciliation module. Bank transactions that settled the previous day are imported each morning.
Step 18: Set Default Payment Information
Set the default payment information for the plugin and your vendors to continue.
Step 19: Store Vendor ACH Information
The plugin uses the Bank File fields when submitting ACH payments to vendors. The instructions below show you how to enter this required information for your existing vendors.
Step 20: Store Other Vendor Payment Information
Need more options? You can add additional payment methods on the plugin's Payment Methods page using this simple guide.