Sage Intacct Setup Window

Follow the guidelines provided below to complete the Credentials, Customization, Posting Setup, and Create Assets tabs of the Sage Intacct Setup window.

Note: The Sage Intacct Posting and Sage Intacct AP/PO links are subscription features. See Registration Status to learn more.

For seamless integration between Sage Fixed Assets and Sage Intacct, activate the Sage Intacct Posting Link. See the Sage Intacct Posting and AP/PO Links Guide (PDF viewer required) for instructions on how to activate and use the Sage Intacct Posting and Sage Intacct AP/PO links.

Credentials Tab

Note: Enter your Sage Intacct web service credentials. Do not enter your Sage Intacct user credentials. Also, select your Sage Intacct Application Entity.

Items in this tab

Item	Notes
Company ID	Enter the Company ID for the Sage Intacct entity where the depreciation journal entries will be posted.
User ID	Enter your web service User ID (not your Sage Intacct User ID).
User Password	Enter your web service User Password (not your Sage Intacct User Password). For security, a user password is not saved when company data is backed up.
[Check Connection]	Select this button to connect to your Sage Intacct entity.
[Select]	Select this button to view a drop list of your Sage Intacct Application Entities.

Customization Tab

Note: Select either the G/L Posting and Accounts Payable Package, the Purchasing Package, or both to create custom fields to be imported into Sage Intacct.

Tip: Create any asset templates you want to use for creating assets, before creating your packages.

Items in this tab

Item	Notes
[Create]	Select this button to create the SFA.GL_AP Package.XML or SFA.Purchasing Package.XML Package to upload Sage Fixed Assets custom fields to Sage Intacct. See Sage Intacct Customization Packages for more details.
[Default Path]	Select the link below either SFA.GL_AP Package.XML or SFA.Purchasing Package.XML Package to open the folder to view the respective file. The default path can be changed on the Preferences Window.

Posting Setup Tab

Tip: Data requested on the Sage Intacct Setup is required but changes can be saved without all information being entered.

Items in this tab

Item	Notes
Journal Symbol	Enter the Journal Symbol of the journal in Sage Intacct where the depreciation journal entries will be posted or sent.
Dimension Mapping	Optional: From the Dimension Mapping drop down list under the Sage Fixed Asset Fields rows on the right, select the Sage Fixed Assets field to be mapped to the Sage Intacct field on the left.
Transaction State	Select a Transaction State for journal entries. If Draft is selected, the journal entry will be sent to the selected Sage Intacct entity as a draft. If Posted is selected, the journal entry will be posted to the selected Sage Intacct entity.

Create Assets Tab

Note: The asset Description field is not mapped from this tab. We recommend using the Asset Description field in the Sage Fixed Assets section on the Sage Intacct Accounts Payable bill or Sage Intacct Purchasing vendor invoice detail screen.

Items in this tab

Item	Notes
Activate Accounts Payable Import	Select this checkbox to activate asset creation from Sage Intacct bills.
Activate Purchasing Import	Select this checkbox to activate asset creation from Sage Intacct vendor invoices. Note: Vendor invoices or purchase orders that are converted to vendor invoices are generally the only acceptable documents to use for creating assets from the Sage Intacct Purchasing module. For alternatives, see your Sage Intacct administrator.
Field Mapping	From the Sage Fixed Assets fields drop list, select the Sage Fixed Assets fields to be mapped to the Sage Intacct fields on the left.
Required fields	Bill/Vendor Invoice Number and Vendor are the only two required fields (indicated by bold text).
Default mapping	Bill/Vendor Invoice Number, Vendor, Account Number, Department, Location, and Bill/Invoice date are mapped for your convenience. The default mapping can be changed to another field or removed by selecting the blank at the top of the drop list for a field. The required fields cannot be blank for mapping.
Memo field	If the Asset Description field in Sage Intacct is blank and the Memo field has an entry, that entry will be used as the asset Description in Sage Fixed Assets. If you are using the Memo field for the asset Description, we recommend that you do not map the Memo field on the Create Assets tab.