Connecting Sage Intacct Bank Feeds and Matching Bank Transactions

Sage Intacct offers many ways to streamline processes. Connecting to bank feeds can be one of those ways to accomplish this, allowing users to focus on other tasks that need completed.

Connecting to the bank feeds can help to auto match transactions making your reconciliation process quicker.

How to connect Sage Intacct bank feeds and match bank transactions.

*Note: you will need to make sure you are subscribed to Sage Cloud Services before you can proceed.

View this Sage Intacct step by step software tip in a video format (9:16).

View this Sage Intacct step by step software tip with individual screen shots below. 

Cash Management – Connect to the bank feed

• Applications > Cash Management > Checking.

• Select edit on the Checking account you are trying to connect.

• Select the banking cloud tab.

• Connecting.
• Click on the Connect button.

• This will bring up a place for you to search for your bank.

*Note: Not all bank accounts are available for connection.

• Choose your bank and it will take you to the Plaid screen to login to your bank account.

• Follow the prompts to login to your bank account. It should ask you what accounts you want to connect to Intacct and then which bank account goes with the current Intacct account.

• Once completed you should see the status of connected in the banking cloud tab. Your bank transactions should start to automatically pull into Intacct over the next couple days.

Matching Bank Transactions

Once you bank account is connected to begin having the system automatically match your bank transactions to Intacct transactions you will need to set up matching rules.

• Applications > Cash Management > Setup > Rule Sets > Add/

• Adding a Rule Set.
• Fill in the detail information for the rule set and click on “New Rule”.

• Give the Rule an ID and Name.

• Scroll down to the matching conditions section and choose the conditions you want the bank to automatically match transactions.

• Then click save.

• Next you will need to select the bank accounts you want this rule to apply to. Click on the Accounts tab > Select Accounts.

• Choose the accounts you want to apply the rule to and “add and close”.

• Save. The rule set is set up and ready to start matching transactions automatically for bank reconciliation.

Matching the Bank Transactions on the Reconciliation.

• Cash Management > All > Reconciliation > Bank.

• Select Bank Account you are going to reconcile and fill in the information and click continue.

• You should see two tabs, one for Intacct and one for Bank.

• Click on the bank tab and you should see all the transactions that have been imported form the bank feed.
• This is where you would begin to match bank transactions that have not automatically been matched.

*Note: Anything with the Matched status has already been automatically matched to an Intacct transaction.

• Click on a bank transaction you would like to match.

• This will pop-up a new screen to select which Intacct transaction matches to the selected bank transaction. Once the transaction(s) are selected click Match.

• Continue until all bank transactions have been matched and the amount to reconcile is zero.

If you need assistance connecting Sage Intacct bank feeds and matching bank transactions or have any other Sage Intacct questions, please contact our Sage Intacct team at 800.232.8913.

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