Sage Intacct – Gotchas

Pagination is not supported when listing all bank accounts without an account_type filter.

When creating an expense for Sage Intacct, the account_id must refer to a credit card account, not a ledger account. You can find the correct credit card account ID in Sage Intacct under the Credit Cards section.

The delete operation for credit card transactions in Sage Intacct is not a true deletion. Instead, it performs a reversal using the reverse_cctransaction function.

Sage Intacct only supports `draft` and `posted` status fields when updating a journal entry. If no status is provided then the default status is "draft". Only Journal Entries with `draft` status can be updated.

Sage Intacct only supports `draft` and `posted` status fields when updating a journal entry. If no status is provided then the default status is "draft". Only Journal Entries with `draft` status can be updated.

Sage Intacct's Profit and Loss report is structured around account groups. To retrieve accurate data, all income statement accounts must be mapped to one of the following categories: Revenue, Cost of Revenue, Operating Expense, or Other Expenses. Any income statement accounts that are not mapped to one of these categories will appear under the `uncategorized_accounts` property.

Sage Intacct supports multi-component taxes through the `components` array. Each component can have its own rate and tax authority. Use compound taxes for jurisdictions with multiple tax layers (e.g., GST + PST in Canada).

The Parent ID field refers to the parent tracking category code.

When creating a category with parent ID please use the tracking category code.

The Parent ID field refers to the parent tracking category code.

When updating the Parent ID field please use the tracking category code.