Sage Intacct sync: Chart of Accounts

  • To make a Chart of Account type Bank or Credit Card in Cashflow360℠, a bank account or charge account will need to be created in Sage Intacct and associated to the corresponding Chart of Account.
  • 1099 information/flags don't sync between Cashflow360 and Sage Intacct. We recommend managing 1099 information in Sage Intacct directly
  • In Sage Intacct, once account numbers are assigned to a chart of account, they cannot be changed, so this field is locked on accounts that sync with Sage Intacct, once saved