Sage Intacct®

Sage Intacct®

Sync financial data with the Sage Intacct® connector.

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About this course

Welcome to the "Sage Intacct®" course!

The Sage Intacct® connector allows users to integrate their company's Procore data with Sage Intacct®, letting your project managers and field teams have one-click access to accurate job costing information on the construction site, while still allowing the accounting team to retain full control over data pushed into accounting.

Curriculum

  • Course Introduction
  • Welcome to Sage Intacct®
  • Vendors
  • Syncing Vendors in Procore and Sage Intacct®
  • Import Vendors from Sage Intacct®
  • Export Companies to Sage Intacct®
  • Projects
  • Syncing Projects in Procore and Sage Intacct®
  • Sync Procore Projects with Sage Intacct® Jobs
  • Sub Jobs
  • Syncing Sub Jobs in Procore and Sage Intacct®
  • Export Sub Jobs to Sage Intacct®
  • Budget
  • Syncing a Budget in Procore and Sage Intacct®
  • Export a Budget to Sage Intacct®
  • Export Budget Modifications to Sage Intacct®
  • Commitments
  • Syncing Commitments and CCOs in Procore and Sage Intacct®
  • Export a Commitment to Sage Intacct®
  • Export a Commitment Change Order to Sage Intacct®
  • Job Costs
  • Syncing Costs in Procore and Sage Intacct®
  • Review
  • Sage Intacct® Summary and Review
  • Congratulations!
  • Course Feedback
  • Congratulations!

About this course

Welcome to the "Sage Intacct®" course!

The Sage Intacct® connector allows users to integrate their company's Procore data with Sage Intacct®, letting your project managers and field teams have one-click access to accurate job costing information on the construction site, while still allowing the accounting team to retain full control over data pushed into accounting.

Curriculum

  • Course Introduction
  • Welcome to Sage Intacct®
  • Vendors
  • Syncing Vendors in Procore and Sage Intacct®
  • Import Vendors from Sage Intacct®
  • Export Companies to Sage Intacct®
  • Projects
  • Syncing Projects in Procore and Sage Intacct®
  • Sync Procore Projects with Sage Intacct® Jobs
  • Sub Jobs
  • Syncing Sub Jobs in Procore and Sage Intacct®
  • Export Sub Jobs to Sage Intacct®
  • Budget
  • Syncing a Budget in Procore and Sage Intacct®
  • Export a Budget to Sage Intacct®
  • Export Budget Modifications to Sage Intacct®
  • Commitments
  • Syncing Commitments and CCOs in Procore and Sage Intacct®
  • Export a Commitment to Sage Intacct®
  • Export a Commitment Change Order to Sage Intacct®
  • Job Costs
  • Syncing Costs in Procore and Sage Intacct®
  • Review
  • Sage Intacct® Summary and Review
  • Congratulations!
  • Course Feedback
  • Congratulations!

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