Sage Intacct

Introduction

The Sage Intacct integration app allows you to sync key financial data between Joblogic and Sage Intacct, including customers, suppliers, invoices, and payments.

It simplifies your financial workflow by syncing essential data between systems. It helps reduce manual entry, maintain data accuracy, and keep your accounts in sync—all with full visibility through audit logs.

This guide walks you through the setup, syncing process, and features available in the integration.

Accessing the app

Click the Marketplace option on the main menu and then click Sage Intacct, if it appears here.

Alternatively, click Explore More to find it under your My Apps page.

Initial Setup

First time login

The first time you open the app, you’ll be prompted to log in using your Sage Intacct credentials.

You can retrieve these details from your Sage Intacct account.

Syncing options

Once connected, you’ll land on your Synchronisation Portal page.
This is where you can manage and track all your sync activity.

From Sage Intacct to Joblogic:

• Customers
• Suppliers
• Tax Codes
• Nominal Codes
• Payments

From Joblogic to Sage Intacct:

• Customers
• Suppliers
• Sales Invoices
• Purchase Invoices

To begin, click "Sync Now" next to the items you'd like to update.

Click Confirm to proceed with the synchronisation.

Once an invoice has been synced to Sage, it will be marked as "Pass to Account" in Joblogic to prevent the same invoice from syncing again.

While a sync is in progress, all sync options will be greyed out until this sync is completed.

Auditing

You can see an audit of what you have synced via the History tab.

This list will provide you with a list of what has been synced, when and whether it was successful or not. Any failures will include a reason.

Click Export to Excel to download this list for your records, if required.

Further Support

For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions.