Step 1 - Set your budget properties

For more information on setting up the integration, the required user permissions, and what data is shared, see Set up Sage Intacct integration.

To set up your budget properties:

  1. From the hamburger menu select + New budget.

  2. Select Use my Sage Intacct data and click Next.

  3. Enter your Intacct Company ID, User ID, and Password, and click Next.

  4. If your Intacct company has multiple entities, select either All entities or select Single entity and then select the entity from the dropdown list. Click Next.

    If you choose Single entity, the name of the entity appears automatically in the Budget Name field in the next step.

  5. Add basic information about your new budget:

    • Budget Name

    • Budget Type - Company or Nonprofit

    • Date Range - Define the start and end dates of your budget

  6. Click Next to continue to Step 2 - Add dimensions to your budget.