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