Support
  1. Bill Manager Support
  2. Sage Intacct
  3. Tips and Best Practices

Sage Intacct sync: Chart of Accounts

  • To make a Chart of Account type Bank or Credit Card in Bill Manager, 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 Bill Manager 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

Account Setup View all

Connecting with my Vendors View all

Making Payments View all

Bill Management View all

Inbox View all

Networking with Vendors and Customers View all

Reporting View all

Import / Export View all

QuickBooks Online View all

Xero View all

QuickBooks for Windows View all

NetSuite / Intacct View Intacct View NetSuite

Getting Paid (Receivables) View all

Customer Management View all

FAQ

How do I make a payment without creating a bill? How do I pay a bill? How do I process items from the Inbox? How do I add a vendor? How do I apply vendor credits? How do I attach a document to an offline payment? How do I add another user? When will my payment arrive? Process Date vs. Arrives by Date How do I cancel a payment? When can I void a payment? How do I contact Bill Manager Support?

Wells Fargo Support

Available 5am to 6pm Pacific Time, Monday through Friday

1-800-AT-WELLS (1-800-289-3557)