Syncing Your Accounting Data with Sage Intacct

Overview

Slash integrates with Sage Intacct to give you two-way sync between your Slash transactions and your accounting records. You can export transaction data from Slash into Sage Intacct, and import your chart of accounts, vendors, and dimensional data from Sage Intacct into Slash — all from the Accounting page in your dashboard.

Sage Intacct is a powerful enterprise accounting platform with multi-entity and dimensional reporting capabilities. Slash supports Sage Intacct's unique dimensions (departments, locations, projects, and subsidiaries) so your synced data maps cleanly into your existing structure.

Before you begin, you'll need:

• An active Sage Intacct account
• Admin or Owner permissions in your Slash account
• Your Sage Intacct dimensions (departments, locations, etc.) already configured

How to Connect Sage Intacct to Slash

Step 1: Navigate to the Accounting Page

From your Slash dashboard, navigate to the Accounting page using the sidebar. If you haven't connected an accounting app yet, you'll see a landing page with a "Connect accounting app" button.

Step 2: Connect Your Sage Intacct Account

Click "Connect accounting app." A secure connection window will open where you can select Sage Intacct and sign in with your credentials. Once authorized, Slash will pull in your chart of accounts, vendors, departments, locations, projects, classes, customers, and subsidiaries from Sage Intacct.

Step 3: Set Up Account Mappings

You'll be prompted to map your Slash accounts to the corresponding Sage Intacct accounts. For each Slash account (cash accounts, credit accounts, etc.), select the matching Sage Intacct account from the dropdown. You'll also choose a "Sync from" date that determines how far back Slash will pull transactions for review. Click save when you're done.

How to Export Data from Slash to Sage Intacct

Step 1: Go to the Accounting Page

From the sidebar, navigate to the Accounting page. Your transactions will be organized into three tabs: In Review, Ready to Sync, and Synced.

Step 2: Review and Categorize Transactions

In the "In Review" tab, assign a GL account, vendor, department, location, project, class, customer, and subsidiary to each transaction. Slash supports custom mapping rules that automatically categorize transactions based on merchant or other criteria, so many transactions may already be pre-categorized.

Step 3: Mark Transactions as Ready to Sync

Once you've reviewed a transaction and assigned the right accounts and dimensions, mark it as "Ready to Sync." You can do this individually or select multiple entries and mark them in bulk.

Step 4: Sync to Sage Intacct

From the "Ready to Sync" tab, click "Sync to Sage Intacct" to push the transactions to your account. Successfully synced transactions will move to the "Synced" tab.

If a sync fails, you'll see an error indicator. Click it to view the details and retry after resolving the issue.

How to Import Data from Sage Intacct into Slash

Step 1: Go to the Accounting Page

From the sidebar, navigate to the Accounting page. Once Sage Intacct is connected, Slash automatically imports and keeps the following data in sync:

• Chart of accounts: Available when categorizing transactions.
• Vendors: Available for assignment when reviewing transactions or making payments.
• Departments: Your departmental structure for transaction tagging and reporting.
• Locations: Location data for multi-location businesses.
• Projects: Project records for project-based accounting.
• Subsidiaries: For multi-entity organizations, your subsidiary structure so transactions can be assigned to the right entity.
• Classes and customers: Also imported for full dimensional tagging.

Step 2: Verify Your Imported Data

You can verify that your Sage Intacct data has been imported by reviewing the available options in the transaction categorization dropdowns. Changes you make in Sage Intacct will be reflected in Slash automatically.

Need More Help?

If transactions aren't syncing correctly:

• Check that your account mappings and dimension assignments are valid.
• Make sure the accounts and dimensions haven't been deactivated in Sage Intacct.

For further assistance, contact Slash Support by emailing support@slash.com, or use the in-app chat in your Slash dashboard.