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

Select Sage Intacct

Follow the instructions to enable web services, add Rutter IDz and add user credentials.

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.