Sage Intacct

Activation & Set Up
- Activate Bank Connect Administrator Account
  To active your Bank Connect user credentials, you will receive an ...
- Link First Account for Bank Feeds
  Role Required: Bank Connect AdministratorStep 1: Locate the Accou...
- Create Financial Institution to Link Multiple Accounts
  Role Required: Bank Connect AdministratorAfter the first account ...
Information Reporting
- Transactions Sync Times
  Sage Accounting bank feeds generally sync transactions on a daily ...
- Reconciliation Errors: Reconciliation Rule and Rule Set
  To ensure a smooth and error-free reconciliation process in Sage I...
Admin Settings & Maintenance
- Confirm Users Have Correct Permissions
  Role Required: Sage Intacct AdministratorIf the Bank Connect Admi...
- Confirm ISO Country Codes are Enabled
  Role Required: Sage Intacct AdministratorIf you do not see a Bank...
- Confirm Sage Cloud Services are Enabled
  Role Required: Sage Intacct AdministratorIf you do not see a Bank...
- Identity, Authorization, and Entitlements
  Identity Federation via Bank ConnectYour Bank Connect user provide...
- Disconnect Account from Bank Feeds
  Role Required: Bank Connect AdministratorTo stop receiving bank f...
- Delete Financial Institution
  To delete your financial institution, you must first disconnect al...
Bank Connect for Sage Intacct Release Notes
- Bank Connect v. 2026.08
  Bank Connect v. 2026.08We’re excited to introduce the latest enhan...