Importing actuals to Sage Intacct Planning (SIP) 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:

  • Excel transactions (default)

  • Excel balances

  • Generic transactions

  • Generic balances

  • Generic balance sheet

  • Generic profit & loss

  • QuickBooks Online: profit & loss

  • QuickBooks Online: profit & loss by class

  • QuickBooks Online: transactions by class

  • QuickBooks Online: trial balance

  • QuickBooks Online: balance sheet

  • Xero: balance sheet

  • Xero: income statement

  • Xero: profit & loss by category (departments)

  • SAP: trial balance by month

  • SAP: journal entries

  • AMEX: transactions

  • Priority: trial balance by month

  • Priority: trial balance

  • Priority: non-accumulative trial balance

  • Priority: monthly budget usage

  • Rivhit: trial balance by month

  • Rivhit: trial balance

  • Hashavshevet: transactions

  • Netsuite: trial balance

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