Sage Intacct, also known simply as Sage, is a leading cloud-based financial management platform. The Deel Sage Intacct Integration simplifies your financial management by seamlessly linking your Deel activities with Sage Intacct's accounting system. Enjoy real-time financial updates, automated payroll and billing synchronization, and streamlined financial record-keeping, making your financial processes more efficient and accurate.
In this article:
Before you begin:
How to connect to Sage Intacct
✅ Step 1 - Configure Permissions
To properly set up the required permissions in Sage for the integration, and ensure that it has the necessary permissions to function effectively, start by enabling specific Web Services permissions:
1. Log in to your Sage profile and select Company from the list of applications.
2. In the Company section, go to Company Settings and then select the Security tab. Here, choose Web Services Authorization.
3. Click on the Edit button, which will display an Add option below the title.
4. Click Add and enter Deel's sender ID (DeelMPP), provide a description, set the status, and then save these details.
Once the Web Service sender is added:
1. To generate access tokens, assign a role to the new Web Service sender you have created.
2. If you're dealing with multiple currencies in Deel, enable the multi-currency option to accommodate this in Sage.
✅ Step 2 - Enter account credentials
To proceed, you need to input specific credentials including your User ID, Company ID, and password. The User ID refers to the one you created when adding a new Web Service User. Find your Company ID, by navigating to Company Settings, click on the Set up tab, and select Company again. This opens the Company Information modal, where your Company ID is listed below the ID section. For the password, use the one you created during the setup of your Web Service User.
✅ Step 3 - Connect entity to Deel
In this final step, select the specific entity from Deel you wish to integrate and also choose the corresponding entity in Sage Intacct. It's important to note that once this connection is made, it cannot be undone. If any errors occur or adjustments are needed, the integration will have to be deleted and re-customized from scratch. Therefore, ensure the accuracy of your selections before finalizing this step
It's recommended to automatically sync and create vendors. Deel will automatically find a matching vendor/supplier in Sage and sync your invoices there, and if no matching vendor is found it will create one. You can always adjust this setting at a later time if needed.
Similar to other Deel accounting and bookkeeping integrations, the Sage integration features essential plugins such as vendor management, bill (invoice) synchronization, payment sync, and document sync.
Vendor Management Module
What is a Vendor?
A vendor is essentially any entity or individual selling a service, either a Deel contractor or a Deel entity for your EOR employees.
- Vendors must be set up to sync invoices to your accounting system.
- Deel fully automates the provisioning and management of vendors using email-based matching.
- You need to set up this module to unlock bill payments and document syncing because bills require a vendor.
- Deel can create new vendors for contractors as soon as contracts are countersigned if they don't exist in Quickbooks. Contractors will appear as individual vendors in QuickBooks; EOR employees will appear as one Deel EOR vendor per country.
This section allows you to manage independent contractor vendors in your accounting system.
- You can click View List and decide if you want to link or unlink them to vendors.
- You can see the list of contractors that are not linked and then click Link to Vendors
- We recommend that you choose to select all to mass-link your contractors, but you may manually select individual contractors if you wish.
- Deel will create a new vendor for you for those who do not have an existing vendor listed in the accounting system.
Deel Vendor Management
You will need to select or create a vendor for Deel billing invoices.
If you employ EOR employees, you need to select a vendor for each Deel EOR entity.
Then click Apply.
Bill (Invoice) Syncing Module
Deel can automatically sync bills and bill payments into your accounting system.
You need to configure expense account mapping to enable this module. You can start creating specific mappings and save your work for later.
Bills will only begin syncing once you’ve enabled this module and only for the entity you have connected.
Click Start Mapping to get started.
Expense Account Mapping
If you want to use One Account For All your expenses, choose from the drop-down list of available accounts.
Advanced users may choose to map different expense types to Deel. To map your expenses, select the Per adjustment type and click Start mapping. You can drag and drop Expense Accounts to match them to corresponding Deel invoice types.
You can view all unsynched invoices and see the paid date and amount.
You can check the Select all box, or manually sync individual invoices.
Select the invoices and click Sync Invoices
Tracking Category Mapping
To add additional granularity to your transaction items, you can associate custom field options in Deel to classes in your accounting system.
The class selected in the tracking category mapping will then be displayed in the Class field of the invoice line item.
The integrations only support custom fields that are in the form of a list.
You can set up a custom fields list for Class in your Organization Settings.
Grouped Expense Account Mapping
You can easily map expense accounts with your custom field values in Deel. This will allow you to set up a "grouped mapping."
For example, you can create a mapping that is unique to all vendors only in one department; or a mapping that is unique to only one vendor.
You will need to set up a custom field for your "group" and assign a value of the list options to each contract that is concerned
Mass Update Custom Fields on Contracts
You can mass update the custom field values on your contracts so that you do not have to modify each and every contract manually. Make sure that you have set up your custom field before and note that changing field options will necessitate reviewing mappings in the integration settings.
Auto Invoice Sync
You can choose if you want Deel to automatically sync invoices to your accounting software once you have paid your employees, or if you want to do it manually.
Payment Sync Module
You can map your Deel payment methods to your account to sync invoice payments.
Deel will synchronize each invoice along with an invoice payment so the invoices get marked as paid in QuickBooks.
Invoice payments will only successfully sync upon payment of the invoice amount.
You will need to choose a default payment account, and you can later map additional saved payment methods in Deel to a payment account in QuickBooks.
Use the toggle to sync the .pdf of the invoice and attachment files that were uploaded to Deel to your accounting system. Deel will sync the invoice .pdf directly to your invoice entry.
This tab provides a comprehensive view of your account's synchronization history between Deel and Sage. It displays the status of synced items along with their corresponding timestamps, enabling you to easily spot any sync issues, take necessary actions to address them, or simply review what has been synchronized and when. To perform a manual sync, click on the Sync Sage button.
How to Disconnect From Sage Intacct
On Apps & Integrations tab, open up Sage Intacct integration and at the top right corner, click on the More button. Select Disconnect from the list of options that popup and confirm to disconnect the integration.