How to Connect Sage Intacct to Truewind

  • Connect to Sage Intacct by clicking on “Link with the books” from Home.

  • Select Sage Intacct


  • Follow the instructions to find ID and add user credentials to input at the bottom.

  • Once Sage Connection is complete, go to the Bookkeeping tab.

  • You will be redirected to the Book Keeping > Bank Transactions page. Click on Connect Account to connect bank accounts and credit cards. Follow these steps to connect your accounts.

  • Once bank accounts are connected, please add the chart of accounts.


  • You are all set! You will begin to see transactions under the “For Review” tab shortly.

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