Excel Add-In for Sage Intacct

Build 24.0.9061

Before You Connect

Before You Connect

Before you can connect to Web Services, you must first enable the Web Services subscription. To do this:
  1. Navigate to Company > Admin Tab > Subscriptions.
  2. Enable Web Services.

Intacct also recommends creating a Web Services-only user. To do this:

  1. Navigate to Company > Admin Tab.
  2. Click the + sign next to Web Services users.

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Build 24.0.9061