ERP & Inventory
Connect Sage Intacct
The B2B quote-to-cash layer for Sage Intacct.
Overview
Sage Intacct + TackQuote
TackQuote connects to Sage Intacct through its XML/Web Services API so quotes are built from live item records and accepted quotes are written back as Sage Intacct order-entry documents. Item and customer data refresh on a two-hour scheduled pull plus an on-demand refresh, and documents are created the moment a quote is accepted — closing the loop between quoting and your financials.
TackQuote connects to Sage Intacct via Web Services using sender and user credentials. Items refresh every two hours; documents are pushed on acceptance.
Before you start
What you'll need
- Sage Intacct with Web Services and Order Entry enabled
- Authorized sender ID and a Web Services user
- Permissions for items, customers, and order-entry transactions
- TackQuote Pro plan or above
Setup
How to connect Sage Intacct
Enable Web Services
In Sage Intacct, enable Web Services, authorize a sender ID, and create a Web Services user with order-entry and customer permissions.Connect in TackQuote
Enter your company ID, sender credentials, and user login in TackQuote Integrations → Sage Intacct. TackQuote begins the item sync.Map items and document defaults
Confirm item and price mapping, choose the order-entry document type, and set the dimensions applied on acceptance.Go live
Build quotes from live Sage Intacct items. Accepted quotes create order-entry documents and matched customers automatically.
Capabilities
What you get
Item & Price Sync
TackQuote pulls Sage Intacct items and pricing into the quote builder on a scheduled cadence.
Order / Invoice Creation
Accepted quotes create Sage Intacct order-entry transactions (sales order or invoice) with items and customer mapped across.
Customer Sync
TackQuote matches buyers to Sage Intacct customers and creates new records where needed.
Dimension Mapping
Map quotes to Sage Intacct dimensions (department, location, class) for clean financial reporting.
FAQ
Sage Intacct questions
Can TackQuote create invoices instead of sales orders?
Yes. The Order Entry document type TackQuote creates on acceptance is configurable — a sales order or an invoice — depending on your workflow.
What do I need to connect TackQuote to Sage Intacct?
Web Services enabled with an authorized sender ID and a Web Services user with order-entry and customer permissions, plus TackQuote Pro plan or above.
Can quotes carry Sage Intacct dimensions like department or location?
Yes. Map quotes to Sage Intacct dimensions (department, location, class) during setup so accepted quotes land in your financials pre-tagged for reporting.