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

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