Syncing Invoices with Sage Intacct

⏱️ 3 minute read

Manage your invoices seamlessly across platforms with the option to sync and export invoices from Forecast to Sage Intacct (Intacct). 

This article covers:

• Exporting Invoices to Sage Intacct
• Syncing Payments from Intacct
• Editing Exported Invoices

Exporting Invoices to Sage Intacct

With the integration it is possible to export invoices created in Forecast to Intacct.

To export invoices

1. Click Finance in the top bar.
2. Select All Invoices.
3. Find the invoice to export to Intacct.
4. Click Export.
5. Select the Customer.
6. Select the Intacct Account. (This is the revenue account that will be credited against the AR account in the journal entry.)
7. Select the Intacct Location.
8. Click Export.
   
9. The invoice is exported and available in Intacct.

Syncing Payments from Intacct 

Once invoices are exported to Intacct, payments applied to the Intacct invoice sync to Forecast monthly. It is also possible to manually sync the invoice payment from Intacct using Synchronize.

To sync invoice payments from Intacct

1. Click Finance in the top bar.
2. Select All Invoices.
3. Click Synchronize at the top right. 
   
4. Once the sync is complete, the page will refresh and invoices will reflect the updated Intacct Status.

Editing Exported Invoices

While it is not possible to edit Forecast invoices that have been synced with Intacct, some changes can be made within Intacct and manually synchronized with Forecast. These changes include:

• Updating an invoice due date
• Updating an invoice entry's unit price
• Removing line items from an invoice
• Adding line items to an invoice (entry, quantity and unit price)
• Adding or updating existing invoice payments (payment amount and date)

If you need to change a Forecast invoice, unlink it in Forecast and delete it from Intacct. Once the changes are made, re-export the invoice from Forecast to Intacct.

To edit an exported invoice

1. Locate the invoice in Forecast.
2. Select Unlink from the three dots at the far right of the invoice row.
3. Confirm the warning  by clicking Unlink.
   
4. Go to Intacct and delete the invoice.
5. Go back to Forecast.
6. Change the invoice status to Draft.
7. Make the changes needed and save the invoice.
8. Update the status to Approved.
9. Click Export at the far right.
10. Select the Customer.
11. Select the Sage Intacct Account.
12. Select the Sage Intacct Location.
13. Click Export.
14. A new invoice is created in Intacct. 

Related Articles

• Overview of the Sage Intacct Integration
• Syncing Clients and Users with Intacct