Top customer success resources

The Get started with Sage Intacct tour highlights the basics of navigating Sage Intacct and where to find the help, training, and videos designed for new users.

After logging into Sage Intacct, you can access the Get started with Sage Intacct tour from any page:

1. Select at the top of any page beside your user name. An information box appears.

2. Select Product tours.

3. Select Get started with Sage Intacct.

Check out these quick reads to help you get familiar with Intacct and get started with the basics.

Set up these accounts to help you get started using Sage Intacct:

• Sage Intacct product login

• Sage University

• Sage Intacct Community

Your account manager is your Sage Intacct primary point of contact and can help you with questions about your Sage Intacct account, billing costs, or additional services you might need.

The name and contact information for your Sage Intacct account manager is found in the Community just below your profile picture.

For more details, see Contact your Sage Intacct account manager.

Contact customer support for technical questions and assistance with using the product.

Log a support case to open up an online dialogue between you and a Sage Intacct support specialist.

Sage Intacct Customer Support operates between the business hours of 6:00 AM to 6:00 PM PST in countries we support.

The number you call depends on where you are located.

• North America: (877) 704-3700

• United Kingdom: +44 (0)19 1479 5990

• Australia: +61 1300 729 330

• South Africa: +27 (0)11 304 3220

• France: 01 70 73 16 40

• Germany: +49 69 500076297

Other customer support resources:

• Subscribe to the Sage Intacct status page to receive notifications of system-wide issues.

• Get the most out of your system with Top 10 ways to fully utilize Sage Intacct.

• Knowledge tips and tricks provide explanations and references to equip Sage Intacct users with the resources that will provide success with Sage Intacct.

The Sage Intacct Community provides an abundance of resources to users. Access the introductory Community user guide for insights into the activities and resources available within the Community and how to access them.

Log in to the Sage Intacct Community to:

• Log a case with support.

• Ask questions of your peers by joining the Sage Intacct Community Group.

• See weekly tips and tricks.

• Research the knowledge base.

• Log and vote on IDEAs for Sage Intacct product roadmap.

• Ask a question on the Community.

The Community is available for customers and partners as a tool for learning, growing your Intacct IQ, interacting with other users, understanding how different companies within your field use the Intacct product, and so much more!

If you're eager to kick start your Community involvement, check out these top 10 Community documents.

Connect to Community

To get all the benefits of Community, register for an account. Community is free with your Sage Intacct subscription.

See The Sage Intacct Community for information about connecting to and registering for Community.

Community username

When you register, Sage Intacct sends you a welcome email with your Community username.

Your Community username is unique to your name and company. It is not your email address or your Sage Intacct product login.

Learn how to automate, transform, and scale your business by watching some of our Product Demo videos.

You can find release notes for all updates explaining new features by application from Sage Intacct product managers.

Find answers fast with the Sage Intacct Help Center.

You can access help in different ways, depending on how you prefer to find information. Start by selecting the Help & Support menu from anywhere in Sage Intacct:

• Select Help on this page for information about the page that you're on.

• To search or browse for answers, select Help Center. You’ll find direct links to other resources, such as Release notes, Community, Support, Training, and the Developer site.

Also, most Intacct pages include tooltips and field help directly on the page. Select to get bite-sized information for selected fields and sections, without leaving the page.

Help Center best practices:

• Use the toolbar for category information: Get started, Basics, Applications, Reporting, Taxes, Administration, and More.

• Use the search for detailed subjects such as: Allocations, Sales Tax or how to Void a Check.

Sage University provides training courses and short video tutorials to help you develop your skills and get the most out of Intacct.

Get started with Sage University:

1. Connect to Sage University from within Sage Intacct for a seamless experience between Intacct and the training that you need.

2. Set up your Sage University connection by creating a Sage account. See Log in to Sage University for instructions.

Need help? See the Sage University help page or send email to training.sageintacct@sage.com.

From the Help Center, check out the Video Library. Here you can watch short videos that will help you get up and running on various tasks within Sage Intacct.

Join us at one of our regional customer meetups where you’ll learn from other Sage Intacct customers as they share their experiences and best practices. These free events are designed to foster collaboration so you can get the most out of Sage Intacct. Whether you're a long-time customer or recently implemented, join us to learn more.

Transform is our annual user conference and features hands-on learning experiences, small group discussions, and lots of networking opportunities. Join us at Transform to connect, learn, and get inspired! This event brings together executives, customers, and partners in the industry.

Sharing will enrich everyone with more knowledge.

Sage Intacct customers are the key to the success of each local user group. You, along with the members of the group, schedule the meetings and agendas. We're here to support, sponsor, and help as requested. We're happy to help facilitate as needed and encourage you to meet once a quarter.

The payment portal allows you to quickly make payments via ACH or credit card, see all open invoices, set up recurring or one-time payments, update payment and contact information, and receive e-confirmation each time you make a payment.

This can be found by going to I'm Here To... > Access Payment in the Sage Intacct Community. You must be listed as a billing contact on the account and have enabled your account for making payments via the Community to access this function.

Contact your Sage Intacct account manager if you have questions about costs.

To order checks, see Buy cheque stock from approved suppliers

See SOC Report and Bridge Letter to download and gain access.

If you need to make changes to your financial system in the future, contact professional services for a Sage Intacct business review or consult. Your ongoing success with Sage Intacct is always our goal.

Visit our Marketplace partner site for more information on all third-party applications that have established software integrations with Sage Intacct to extend your success to the cloud.

If your organization requires the services of a VAR to further consult, configure or extend your system, we will provide you with an industry specialist with a local presence, a suitable cultural fit, or all the above. Our Sage Intacct VAR Partners are ready to assist you.

Get started developing in the Intacct platform with the Sage Intacct Developer portal (REST API).

Join the Sage Intacct Developers Club to find:

• General discussions and questions about Sage Intacct development.

• Technical questions related to the Sage Intacct API, Web Services, Platform Services, Customization Services, and the Data Delivery Service.