Why Credit Card Processing Matters for Sage Intacct Users

Sage Intacct is built for finance teams that need more than basic accounting, but without integrated credit card processing, your AR workflow still relies on manual data entry, check handling, and disconnected payment systems. Adding a payment processing solution to Sage Intacct eliminates the gap between invoicing and cash application, reducing DSO and freeing your team from tedious reconciliation work. Whether you’re evaluating Sage Intacct Payments or a marketplace integration, getting the setup right from the start saves weeks of troubleshooting down the road.

What’s Inside the Implementation Guide

This guide covers the full implementation lifecycle, not just the technical setup. You’ll walk through choosing the right payment solution for your business, configuring user roles and permissions, mapping GL accounts, setting up automation features like customer portals and email payment links, and running a proper testing phase before go-live. We’ve also included configuration tables with recommended settings and space to document your own credentials and account numbers as you go.

Common Challenges When Setting Up Payment Processing in Sage Intacct

Most implementation headaches come from three places: unclear GL mapping, misconfigured user permissions, and skipping the testing phase. Multi-entity environments add another layer of complexity. Each entity may need its own merchant account, bank account mapping, and dimension configuration. This guide flags these pitfalls early and gives you a framework for working through them systematically, whether you’re handling the setup internally or working with a payment provider’s implementation team.

Who This Guide Is For

This checklist is designed for AR managers, controllers, and IT leads responsible for implementing or evaluating credit card processing in Sage Intacct. It assumes you have administrator access to your Sage Intacct environment and have already selected (or are evaluating) a payment processing provider. If you’re still in the early research phase, this guide will help you understand the scope of the project and ask better questions during vendor demos.