Tag Archive: "Bank Feed"
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Sage Intacct Bank Feeds: Matching Rules
Sage Intacct now has multiple options to import bank transactions from your bank to Sage Intacct’s bank reconciliation: Indirect Connection – connection via Plaid Direct Connection – connection via AccessPay Custom SIG integration Out Now (R2 2024 on May 10th): New Bank Import Process supporting file formats of CSV, QIF, XLS, XLSX, and OFX With […]
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Enabling Bank and Credit Card Feeds for Reconciliation
One year ago, in R3 of 2019, Sage Intacct released the ability to download bank transactions directly from your bank to Sage Intacct’s bank reconciliation. The goal being to allow for soft reconciliations throughout the month thus saving time on reconciling huge amounts of transactions at month end. Throughout the last year this feature has seen many enhancements each quarter. Just a year later with R3 of 2020 Intacct has announced the addition of credit card feeds. In this post we’ll walk through first how to set up the bank feed and second, in case you’ve already enabled the bank feed, how to set up the credit card feed in the US version of Sage Intacct.