Skip to main content
All CollectionsIntegrations with FyleSage IntacctConfigure
Creating a folder in Sage Intacct to export expenses as Journal entries

Creating a folder in Sage Intacct to export expenses as Journal entries

The article covers steps to create a Journal entry folder in Sage Intacct for Fyle to export expenses as Journal entries.

Kamalini Yuvaraj avatar
Written by Kamalini Yuvaraj
Updated over a month ago

Before exporting expenses from Fyle as Journal Entries, you must set up a dedicated Journal folder in Sage Intacct. This ensures expenses are properly categorized and easily accessible.

How to Create a Journal Folder in Sage Intacct

  1. Navigate to Journals:

    • In Sage Intacct, go to Applications → General Ledger → Setup → Journals.
      ​

      Navigating to Applications > General Ledger > Setup > Journals in Sage Intacct to create a Journal Folder.


      ​

  2. Add a New Journal:

    • Click Add to create a new Journal folder.
      ​

  3. Fill in Journal Details:

    • Symbol: FYLE_JE

    • Title: Fyle Journal

    • Status: Active

    • Enable Project Billing: Yes
      ​

      Filling in Journal details with Symbol as FYLE_JE, Title as Fyle Journal, Status set to Active, and Enable Project Billing set to Yes.


      ​

  4. Save the Journal:

    • Once the details are filled in, click Save.

Once created, all Journal Entries exported from Fyle will be stored in this folder for easy tracking and management.

For any assistance, contact [email protected].

Related Articles
Generating credentials for Fyle Sage Intacct Integration
How to skip exporting specific expenses to Sage Intacct?
Setting up Sage Intacct integration
Exporting expenses to Sage Intacct
Import Allocations from Sage Intacct to Fyle
Did this answer your question?