To get started, select Connect Sage Intacct under Accounting Integrations at the top of the Invoices page. From there, you can see our Sage Intacct Settings page.
After clicking Connect to Sage Intacct, you will be redirected to a series of four confirmation prompts to ensure that your Sage platform is ready for the Justworks integration. Each prompt will provide instructions on where to find the necessary information or setting as well as a short tutorial video.
First, you will need to locate your company’s Sage Intacct Company ID. Keep this information readily available as it will be required for the final login.
Next, confirm that you have Web Services for Sage Intacct turned on. This allows integrations, such as Justworks’, to connect using an internet connection.
Justworks will need to be added as an authorized Sender ID to complete the secure connection.
Finally, make sure you have an authorized Web Services User created to enable the Sage Intacct connection with Justworks.
After each of those steps have been completed, you will be prompted to login to your Sage Intacct account using your Company ID and Sage Intacct credentials for the Authorized Web Services User.
You will now be successfully connected!
After connecting Sage Intacct to Justworks, you will need to create company-level mapping for both your payroll bank account and transaction types to an account in your Sage Chart of Accounts.
The Bank Account should be mapped to the account you have linked to Justworks for payroll processing.
Now that you’ve set up your bank account mapping, you’ll need to map each pay type in Justworks to an account in Sage Intacct.
Each payment type is grouped in a category with similar payment types. You can use the drop-down next to the category name to assign a default Sage Intacct account to any blank payment type. If necessary, you can use the drop-down next to each individual payment type to specify a separate Sage account.
Certain payment types can be expanded by clicking the caret “⌄” to the right. This allows you to assign Sage Intacct accounts on a granular level
Keep in mind here that you’ll have to link every pay type to an account in order to complete setting up your integration. This includes items you may not yet utilize such as contractor and vendor payments. However, you can link multiple Justworks pay types to the same Sage account from your Chart of Accounts.
If you have account numbers enabled in Sage Intacct, these will automatically be visible with the account name in the drop-down.
Department Mapping Overrides
If you’d like to track payroll expenses by department, you have the option to do so as well. Once you’ve set up your pay default company mappings you’ll see the option to override account mappings by department in Justworks to their own accounts in Sage Intacct.
Choose the department that you’d like to assign account overrides to and click the Edit button to the right-hand side. This will take you to a screen where you can assign individual transaction types allocated to a department to a specific account within Sage Intacct.
Unlike in the company-level defaults, you will not need to assign an account override to each department or for each pay type within a department. Any pay type not mapped on the department level will still reflect under the Sage Intacct account mapping for that pay type listed in the company-level settings.
Sage Intacct allows you to gain a clearer picture of your company’s financial health with the option of dimensions. Justworks’ Sage Intacct integration allows you to assign two of these tracking segments to a department.
Dimensions mapping is optional and not all departments have to be mapped to a dimension.
Sending Invoices to Sage Intacct
After your payments process and invoices are created in Justworks, you will be able to send each invoice over to Sage with the click of a button.
From the Invoices tab, you’ll see the option to Send to Sage Intacct next to each invoice.
If Send to Sage Intacct is not next to each invoice, check to make sure that Sage has been properly connected. If Send to Sage Intacct does appear but redirects to the Sage Settings page, they have yet to save their company default mapping.
Each invoice is sent to Sage as a Payroll Journal. You can view the journal entry details by going to Applications > General Ledger > Journal Entries > Payroll Journal.
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.