Sage Intacct Integration
The B2B quote-to-cash layer for Sage Intacct.
Item and customer sync from Sage Intacct, with order/invoice creation on acceptance.
Connector Technical Specs
Integration Overview
How TackQuote connects with Sage Intacct
Eliminate manual data entry, prevent shipping or pricing errors, and streamline B2B order execution.
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.
Bi-Directional Sync
Data objects synchronized between systems
Here is exactly how data flows between TackQuote and Sage Intacct to maintain complete system alignment.
Master Price Book Sync
Sync contract pricing matrices, volume discount tiers, and customer-specific price books from Sage Intacct.
Sales Order & Invoice Post
Post accepted quotes directly as sales orders or accounts receivable invoices into Sage Intacct GL accounts.
Net Terms & Credit Limit Check
Validate buyer credit balances and payment terms in Sage Intacct before enabling Net-30 quote checkout.
Tax Code & AR Ledger Mapping
Align tax jurisdiction codes and line-item revenue accounts across Sage Intacct and TackQuote.
Capabilities
What's included in the Sage Intacct connector
Built out-of-the-box for enterprise sales teams, distributors, and manufacturers.
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.
Setup Guide
4 steps to connect Sage Intacct
TackQuote connects to Sage Intacct via Web Services using sender and user credentials. Items refresh every two hours; documents are pushed on acceptance.
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.
Requirements
What you need to get started
Prerequisites for authenticating Sage Intacct with your TackQuote tenant.
- 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
All integrations included
No per-connector fees, middleware subscriptions, or hidden charges. Connect Sage Intacct and all 63+ connectors under your standard TackQuote plan.
FAQ
Frequently asked questions about Sage Intacct
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.
Workflow Ecosystem
Works seamlessly alongside Sage Intacct
Combine shipping, ERP, CRM, and payment connectors for end-to-end B2B sales automation.
Ready to connect Sage Intacct?
Start your free 14-day TackQuote trial. Connect Sage Intacct in under 5 minutes with zero credit card required.