Sage Intacct
Connect Sage Intacct, set up Dimensions, and sync at entity or top level.
6 articles
Set up & connect
Get your accounting system ready and make the connection.
- Setting Up Sage Intacct Before Connecting to Re-LeasedComplete the required Sage Intacct setup before connecting to Re-Leased. Covers finding your Company ID, enabling Web Services, configuring authorisation, and creating a Web Services user.
- How to Connect Re-Leased to Sage IntacctHow to connect Re-Leased to Sage Intacct — step-by-step guide covering navigation to integrations, entering Web Services credentials, selecting your entity, setting a sync date, and completing the onboarding matching…
Configure your sync
Choose what syncs, how it's coded, and how invoices are numbered.
What syncs & how
What moves between the two systems, which way, and what doesn't.
- How Manual Journal Entries Sync with Sage IntacctHow manual journal entries sync both ways between Re-Leased and Sage Intacct - what syncs and what doesn't, financial years and periods, editing and reversing, and what to check when…
- How contacts map between Re-Leased and Sage IntacctHow Sage Intacct customers and vendors become Contacts and Creditors in Re-Leased, why one person can have several records, and how to update them safely.
Everyday tasks
Run a sync, check the results, and handle payments and contacts.