Sage Intacct sync: Vendor Preference setting to not sync transactions from Sage Intacct

For accounts syncing with Sage Intacct, there's a vendor preference to set Bills, Vendor Credits and Payments not to sync from Sage Intacct into Key CashFlow℠. For vendors that are normally not paid via Key CashFlow, this setting prevents double entry of marking bills as paid offline going forward.

Accessing the setting

  1. Locate the vendor
  2. Select the more options dots
  3. Select Edit Vendor
  4. Scroll down to Bill Sync Preferences, select Do Not Sync Bills
  5. Select Save

add new vendor - bill sync pref

Things to know

  • Bills that have already synced in from Sage Intacct will remain in Key CashFlow
    • Any updates made to these bills in Sage Intacct won't update in Key CashFlow

Reversing the setting

  1. Locate the vendor
  2. Select the more options dots
  3. Select Edit Vendor
  4. Scroll down to Bill Sync Preferences, select Sync Bills
  5. Select Save

Things to know

For bills that synced over prior to turning the transaction sync off, an update will need to be made to the bill in Sage Intacct to reconnect the bill to Key CashFlow.