> ## Documentation Index
> Fetch the complete documentation index at: https://help.dash.fi/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Sage Intacct

> Connect Dash.fi to Sage Intacct and start syncing card transactions to your general ledger.

<Note>
  **Coming soon.** The Sage Intacct integration isn't generally available yet. This page is published ahead of release — if you'd like early access, contact your Dash.fi account manager.
</Note>

<Note>
  Sage Intacct integration requires Company Admin access in Sage Intacct to complete the connection and configure entity and GL account mappings.
</Note>

## Before you start

You'll need:

* Sage Intacct with Web Services access enabled
* Company Admin access in Sage Intacct
* Administrator access in Dash.fi

## Step 1: Open accounting setup

1. Log in to Dash.fi and go to **Accounting** in the left-hand menu.
2. Select **Card Transactions**.
3. If no accounting platform is connected, you'll see a setup prompt. Click **Setup Integration**.
4. You'll be taken to **Settings → Integrations**. Select **Sage Intacct**.

## Step 2: Choose your integration mode

Dash.fi offers two modes:

| Mode                                | How it works                                                                                                                     | Best for                                          |
| ----------------------------------- | -------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------- |
| **Dash.fi Sync Mode** (recommended) | Your team codes transactions, attaches receipts, and assigns vendors inside Dash.fi. Reviewed transactions sync to Sage Intacct. | Teams who want all spend management in one place  |
| **Bank Feed**                       | A raw transaction feed is pushed directly into Sage Intacct.                                                                     | Teams who prefer to do all coding in Sage Intacct |

## Step 3: Connect to Sage Intacct

1. Click **Connect** for your chosen mode.
2. You'll be redirected to Sage Intacct's authentication screen. Sign in with your Company Admin credentials.
3. Approve the integration request.
4. Dash.fi redirects back to the app and begins the initial sync.

Wait for the initial sync to complete. Dash.fi pulls your chart of accounts, entities, locations, and departments from Sage Intacct.

## Step 4: Set up your account map

Once the sync finishes, you'll be prompted to map your Dash.fi credit card to an account in Sage Intacct. You can create a new account or link to an existing one.

### Creating a new account

Fill in the following fields:

| Field                   | Notes                                                                   |
| ----------------------- | ----------------------------------------------------------------------- |
| **Account name**        | A clear label, for example `Dash.fi Corporate Card`                     |
| **Account number**      | Must be exactly 5 characters, for example `10000`                       |
| **Bank Name**           | Your card-issuing bank, for example `Chase Bank`                        |
| **Bank Account Name**   | Up to 20 characters, for example `Dashfi CC`                            |
| **Bank Account Number** | Your card or bank account number, up to 44 characters                   |
| **Location**            | Optional. Selecting a location filters the available entities below     |
| **Entity**              | Required. The Sage Intacct entity that card transactions should post to |

### Using an existing account

Select the account from the list, then pick the **Entity** that transactions should post to.

### Journal type (optional)

After choosing your account, you can specify a Sage Intacct journal type (for example `APJ` or `GJ`). If left blank, Sage Intacct uses its default journal.

Click **Continue**. The account status should change to **Active**.

## Step 5: Map expense categories

Go to **Accounting → Categories**. Map each Dash.fi spend category to the appropriate GL expense account in Sage Intacct.

Dash.fi suggests the most likely GL code for each category — review, confirm, or adjust. Mappings apply to all future transactions automatically and can be overridden per transaction.

If your Sage Intacct account uses departments or locations as tracking dimensions, you can assign them per transaction in the Card Transactions view.

## Step 6: Verify the connection

Return to **Accounting → Card Transactions**. Cleared transactions should now be visible and ready for review.

## Reviewing and syncing transactions

With the integration set up, your workflow for each cleared transaction is:

1. Review the merchant, amount, category, GL code, vendor, and memo
2. Assign department and location dimensions if your Sage Intacct setup uses them
3. Attach a receipt if required
4. Click **Mark as ready** — the transaction moves to the sync queue
5. Dash.fi syncs ready transactions to Sage Intacct in batches, typically within the hour

Transactions can be edited up until the batch picks them up. Once synced, the Sage Intacct record is the source of truth.

## Coding transactions with departments and locations

If your Sage Intacct account uses departments and locations as tracking dimensions, the GL code picker on **Accounting → Card Transactions** expands into a cascading selector:

1. Pick the **GL code** for the transaction.
2. A **Department** field appears below it — optional.
3. A **Location** field appears below that — optional.

A few things to know:

* Department and location are optional. You can mark a transaction ready without setting either.
* Locations are scoped to the entity mapped to your Dash.fi card account, so you'll only see locations that belong to that entity.
* The entity itself is fixed at connection time — you choose the department and location per transaction, not the entity.

## What you need before marking a transaction ready

A transaction can't be marked ready to sync until it has:

* A spend category
* A GL code (Accounting Code)
* An accounting date
* A memo
* A customer — only if the transaction is marked billable

Department and location are not required. If anything's missing, the **Ready** control stays disabled and tells you which fields to complete.

## FAQ

<AccordionGroup>
  <Accordion title="What is an Entity in the Sage Intacct setup?">
    Sage Intacct uses entities to represent distinct companies or business units in a multi-entity environment. Selecting an entity tells Dash.fi which company's books card transactions should post to.
  </Accordion>

  <Accordion title="Does Dash.fi support multi-entity Sage Intacct setups?">
    Yes. During setup you select the entity that Dash.fi transactions should post to. If you need to post to multiple entities, contact support.
  </Accordion>

  <Accordion title="What is the Journal Type field?">
    Sage Intacct journals are the mechanism used to record transactions. Common types are AP journals (`APJ`) and general journals (`GJ`). If you're unsure which to use, check with your Sage Intacct administrator. Leaving this blank uses the platform default.
  </Accordion>

  <Accordion title="Why does the account number need to be exactly 5 characters?">
    Sage Intacct requires GL account numbers to be exactly 5 characters. Check your Sage Intacct chart of accounts if you're unsure which number to use.
  </Accordion>

  <Accordion title="Why doesn't Dash.fi sync card payments to Sage Intacct?">
    When you pay your Dash.fi balance, that payment flows into Sage Intacct through your bank account feed. Syncing it through Dash.fi as well would create a duplicate entry. The Payments tab in Dash.fi is for reference only.
  </Accordion>
</AccordionGroup>