HomePlatformSage Intacct integration
Accounting integration

Job cost from the field, posted into Sage Intacct

SitewideOps is the operational subledger. Sage Intacct stays the general ledger of record. Bills, vendor credits, and summarized journal entries post into Intacct carrying the full dimension set, so your controller reconciles documents, not spreadsheets.

What the integration does, and what it leaves alone

SitewideOps connects to Sage Intacct through its REST API and pushes three kinds of records: AP bills, vendor credits, and summarized journal entries for everything else the operational ledger books (labor, inventory movements, WIP adjustments, corrections). Every line carries Project/Job, Location, Department, Cost Code, and Cost Type, plus the vendor, customer, or employee, so Intacct receives records dimensioned the way your reports already read.

It does not touch your chart of accounts, does not create GL accounts, and does not rewrite anything already in Intacct. Your chart is imported into SitewideOps from Intacct, and every account a document posts to is mapped by you in Settings. There are no default account numbers in the product. A document that would post to an unmapped account fails with an error naming the setting to fix, rather than posting somewhere plausible.

Built for a controller, not a demo

The integration is designed around the things that go wrong between an operations system and a general ledger.

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Full dimensions on every line

Project/Job, Location, Department, Cost Code, Cost Type, and the customer, vendor, or employee, posted per line the way Intacct dimensions them. Departments are trades, locations are branches, and the two are never combined into one code.

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Your chart, your posting rules

SitewideOps ships with no chart of accounts and no default posting rules. You import your Intacct chart, then map cost types and system roles (AP, GRNI, inventory, WIP, retainage, and so on) to accounts in Settings. The map is yours to change; the product never guesses.

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Posts once, never twice

Every GL-bound document carries an immutable posting reference. A retry after a network fault checks Intacct for the document before sending again, so a bill that already posted is never posted twice.

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Closed-period and duplicate handling

If Intacct rejects a post because the period is closed or the document number already exists, the record lands in a sync exception queue with two actions: post it into the next open period with a memo, or hold it until the period is reopened. Nothing retries in a loop.

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Sync audit log

Every push attempt is recorded, with the request, the response, and who triggered it, so a question about why a bill shows in Intacct on a given date has an answer without a support ticket.

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Period close on both sides

Accounting periods in SitewideOps close and block further posting; reopening requires a recorded reason. Voids and reversals book on the current date, never into a closed month.

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Open REST API

A versioned public REST API with an OpenAPI spec and scoped keys is live for anything the native connector does not cover, and for the other systems you run.

What it deliberately does not do

The sync is one direction, from SitewideOps into Intacct. It does not pull journals back, does not watch your general ledger for changes, and does not try to detect drift between the two systems. Your accountant owns the books; the integration gives them clean, dimensioned documents to own. Period close, month-end accruals, and financial statements happen in Intacct, on your schedule.

Also connects to QuickBooks Online. The same posting engine, exception queue, and audit log drive the QuickBooks Online integration. Tell us which system you run and we will walk through exactly how a bill moves from the job to your books on your demo.

Frequently asked questions

Is this a live integration with Sage Intacct?
Yes. SitewideOps posts AP bills, vendor credits, and summarized journal entries into Sage Intacct through its REST API, with the full dimension set on every line.
Does it sync both directions?
No, by design. Records move from SitewideOps into Intacct. Intacct remains the general ledger of record, and nothing in it is read back or altered beyond the documents SitewideOps posts.
Do I have to rebuild my chart of accounts?
No. You import your existing Intacct chart into SitewideOps and map cost types and posting roles to accounts in Settings. SitewideOps never creates accounts and has no built-in account numbers.
What happens when a period is closed in Intacct?
Intacct rejects the post and the record lands in a sync exception queue. From there you either post it into the next open period with a memo or hold it until the period is reopened. It does not silently retry.
Can a bill post twice?
No. Every GL-bound document carries an immutable posting reference, and a retry checks Intacct for the document before sending. Duplicate document numbers are caught and queued rather than posted.
What if we run QuickBooks Online instead?
The same engine connects natively to QuickBooks Online. See the QuickBooks Online integration page.

Keep exploring

See a bill move from the job into Intacct

A walkthrough on your own chart: dimensions, posting rules, and what the exception queue looks like when a period is closed.

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