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How to Configure the Fyle-Sage Intacct Integration?
How to Configure the Fyle-Sage Intacct Integration?

This article explains the steps you can follow to configure your Fyle-Sage Intacct Integration

Kamalini Yuvaraj avatar
Written by Kamalini Yuvaraj
Updated today

If your organization uses Sage Intacct for accounting and Fyle for expense management, the Fyle-Sage Intacct integration helps streamline financial data transfer, ensuring seamless reconciliation and reporting. This guide walks you through setting up, configuring, and launching the integration.

Connect Your Sage Intacct Account

  1. Log in to Fyle Admin Settings > Integration > Native Apps > Sage Intacct.

  2. Click Connect to link your Sage Intacct and Fyle accounts.

  3. Enter the required credentials. For detailed instructions on generating these credentials, please refer to our guide.

  4. Select a Location Entity to determine where expenses will be posted.

  5. Click Save and Continue to complete the connection setup.

Configure Export Settings

You can export Reimbursable Expenses, Corporate Credit Card Expenses, or both.

Reimbursable Expenses

  • Select how reimbursable expenses will be exported: as Expense Reports, Bills, Journal Entries. The below screenshot of export modules will help you select the right export module.

  • Choose the relevant account to post these transactions (e.g., an Accounts Payable account for Bills or a Bank Account for Journal Entries).

  • Select how your employees are represented in QuickBooks Online—as either Employees or Vendors.
    (Note: When exporting as Checks, the representation defaults to Employee, and when exporting as Bills, it defaults to Vendor)

  • Choose the state in Fyle from which you want your expenses to be exported to QuickBooks Online: either Processing or Closed.

  • Decide how expenses will be grouped (e.g., as individual transactions or consolidated into a single transaction).

  • Set the date for transactions in QuickBooks Online (e.g., Current Date, Spend Date, or Date of Approval).

Corporate Credit Card Expenses

  • Enable Corporate Credit Card Expenses Export and select an export type:

    • Expense Report

    • Bill

    • Journal Entry

    • Charge Card Transaction

  • Define the export stage (Approved/Closed) and transaction date.

  • Configure how expenses should be grouped in Sage Intacct.

Import and Map Sage Intacct Dimensions

The integration allows automatic mapping and import of Sage Intacct dimensions, making them available for employees in Fyle.

  • Chart of Accounts → Categories in Fyle

  • Vendors → Merchants in Fyle

  • Tax Groups → Tax Group in Fyle (for non-US orgs only)

You can also import and map additional dimensions such as Projects, Departments, Locations, Classes, and Items.

Mapping vs. Importing

  • Mapping Only: Manually add selected Sage Intacct values to Fyle and map them.

  • Mapping & Importing: Automatically sync all Sage Intacct values to Fyle every 24 hours.

Advanced Settings

Automation

  • Schedule Automatic Export to run at a set frequency.

  • Enable Error Notifications to receive alerts on failed exports.

  • Auto-Sync Payment Status between Fyle and Sage Intacct.

Customization

  • Set Description Fields to customize exported expense data.

  • Skip Selective Expenses by setting up skip rules.

  • Configure Default Values for mandatory Sage Intacct fields.

Other Preferences

  • Auto-create employees as Employee/Vendor if no match is found in Sage Intacct.

  • Post Entries in the Current Accounting Period if the previous period is closed.

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