Sage Intacct overview

A help guide to connect your Sage Intacct account to securely share business data with your financial services provider.

What you'll need

1. Full Administrator access in Sage Intacct. Follow steps to check your access.
2. Access to the top-level entity in Sage Intacct (for companies with multiple subsidiaries). See Top-level entity access.
3. A Web Services subscription enabled on your Sage Intacct account. See Enable Web Services subscription.
4. A dedicated Web Services user with the right role and permissions. See how to set up Web Services user & permissions.
5. Access to the email account where Sage will email you the Web Services user credentials required for connection.

Interactive walkthrough

Follow our walkthrough below to see each step in practice. Click the pulsing dot to begin.

Running into issues?

See Resolve issues for common errors and how to fix them.

Alternative: File upload

If you can't use the streaming connection, you can upload your files manually instead.