Bank Connect for Sage Intacct

Sage Intacct Admin Guides

• Connect Bank Feeds

  • Link First Account for Bank Feeds
  • Create Financial Institution to Link Multiple Accounts

• Administrator Preferences & Maintenance

  • Confirm ISO Country Codes are Enabled
  • Confirm Sage Cloud Services are Enabled
  • Disconnect Account from Bank Feeds
  • Delete Financial Institution

• Identity, Authorization, & Entitlements

  • Activate Bank Connect Administrator Account
  • Confirm Users Have Correct Permissions

• Bank Connect Release Notes

  • Bank Connect v. 2026.08