Map accounts to a financial institution

Previous: Create a financial institution and map it to an account connected to a bank feed.

After you map the first account that's connected to a bank feed to a financial institution, you can begin to map more, unconnected accounts. This process allows you to avoid manually logging in to each account at the same bank and manage only one login process.

Mapping accounts to a financial institution automatically connects them to a bank feed using the same login credentials for the account that you selected in the previous step.

You bank at ACME bank and have 10 accounts there. You already have one account connected to a bank feed that you mapped to this financial institution in the previous step.

You want to connect the remaining 9 accounts to a bank feed by mapping them to this financial institution. You select the account record that exists in Sage Intacct in the Intacct unconnected account dropdown list. Then, select the corresponding account at the bank on the Banking cloud account dropdown.

Subscription

Cash Management

Sage Cloud Services
User type

Business user with admin privileges
Permissions

Financial institution: Map accounts, List, Edit

  1. Go to Cash Management > Setup > Financial institution.

  2. Select Map accounts.
  3. Select an Intacct unconnected account to map to this financial institution.
  4. For Banking cloud account, select the appropriate account at the bank associated with the Intacct unconnected account.
  5. Enter a Transaction start date from which to begin downloading bank transactions into Intacct.
  6. Select Map.
  7. On the Financial institution page, select Refresh to update the Accounts section and view connection statuses.