Sage Intacct Sync Error: You’re missing a required setting! Go to Settings > Sync > Preferences and enter the Purchase Order Template Name
Notes:
- To be eligible to enable PO Sync, you will need to be syncing with Oracle NetSuite, Sage Intacct or QuickBooks Desktop or Enterprise.
- Purchase Order Sync will be available to new Cashflow360 clients starting in May 2026 during their Cashflow360 onboarding appointment.
- Existing Cashflow360 clients will be able to enable Purchase Order Sync through a phased rollout beginning in June 2026.
- Clients will receive an in-product notification with additional details when the functionality becomes available to them.
Why the Sync Error occurs
This error occurs when the Purchase Order Template Name in sync preferences is blank.
How to Fix the Sync Error
In Cashflow360, update the sync preferences:
- Select Settings
- Select Preferences under Sync & Integrations
- Select Edit
- Enter the exact name of the Purchase Order Template from Sage Intacct
- Save
- Sync again
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