Sage Intacct is a cloud-based financial management and accounting platform designed for growing businesses.
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Log into your Flxpoint account.
Navigate to Accounting in the left panel. -
Add a New Accounting Integration
Click the + icon, then choose Sage Intacct. -
Enter Credentials
Provide the following details:- Company ID — Typically the ID you type when logging into Sage Intacct.
- User ID — A Web Services User is recommended. See Sage Intacct Docs.
- User Password — The password for the specified User ID.
- Flxpoint Sender ID Authorized? — Make sure the Sender ID “Flxpoint” has been authorized. For more info, see Sage Intacct FAQ.
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Test & Confirm
Click Test Connection. If successful, select Save Connection to finalize.
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