Importing actuals to Sage Intacct Budgeting and Planning can be done from any ERP or financial system you're using, including credit card and bank statements. Our import templates help us identify the information you're importing and make the process easy and quick.
The following templates are currently available; if yours isn't included, please let us know and we will add it ASAP!
American Express: Transactions
Hashavshevet: Transactions
Priority: Monthly Budget Usage
Priority: Non Accumulative Trial Balance
Priority: Trial Balance
Priority: Trial Balance by Month
Quickbooks online: Balance Sheet
Quickbooks online: Profit & Loss
Quickbooks online: Profit & Loss by Class
Quickbooks online: Trial Balance
Rivhit: Trial Balance
Rivhit: Trial Balance by Month
SAP: Journal Entries
SAP: Trial Balance by Month
Xero: Balance Sheet
Xero: Income statement
Xero: Profit & Loss by Category
Generic templates:
Generic balances
Generic transactions
Generic P&L