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  1. Key CashFlow
  2. Sage Intacct
  3. Tips and Best Practices

Sage Intacct sync: Chart of Accounts

  • To make a Chart of Account type Bank or Credit Card in Key CashFlow, a bank account or charge account will need to be created in Sage Intacct and associated to the corresponding Chart of Account.
  • 1099 information/flags don't sync between Key CashFlow and Sage Intacct. We recommend managing 1099 information in Sage Intacct directly
  • In Sage Intacct, once account numbers are assigned to a chart of account, they cannot be changed, so this field is locked on accounts that sync with Sage Intacct, once saved

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    FAQ

    How do I make a payment without creating a bill? How do I pay a bill? How do I process items from the Inbox? How do I add a vendor? How do I apply vendor credits? How do I attach a document to an offline payment? How do I add another user? When will my payment arrive? Process date vs. arrives by date How do I cancel a payment? When can I void a payment? How do I contact Key CashFlow Support?

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    For phone support, please contact KeyBank Commercial Banking Services at 1-800-539-9039, Option 5, Monday - Friday 8am-8pm ET.

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