---
title: "Setup Walkthroughs"
slug: "integrating-with-sage-intacct"
description: "Step-by-step visual walkthroughs for Sage Intacct Web Services, company IDs, permissions, Web Services users, MakersHub setup, and troubleshooting"
updated: 2026-11-04T17:53:37Z
published: 2026-11-04T17:53:37Z
canonical: "support.makershub.ai/integrating-with-sage-intacct"
excludeFromSearch: true
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.makershub.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup Walkthroughs

Use these screenshots for optional visual help alongside [Connect Sage Intacct](https://support.makershub.ai/docs/sage-intacct-user-guide-connect), which contains the complete standard setup steps and result checks.

### **Turn on Web Services**

Confirm that Web Services is enabled under **Navigation Menu** > **Company** > **Admin** > **Subscriptions.**

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/Subscriptions.jpg)

Turn on **Web Services** if needed.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/web services.jpg)

Continue with [Prepare Web Services access](https://support.makershub.ai/docs/sage-intacct-user-guide-connect#mh-1-prepare-web-services-access) in Connect Sage Intacct for the remaining setup items.

### **Find your Company ID**

Go to the **Navigation menu** > **Company** > **Setup** > **Company**.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/company navigation.jpg)

Copy your **company ID** for the MakersHub connection.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/company ID.jpg)

Return to [Prepare Web Services access](https://support.makershub.ai/docs/sage-intacct-user-guide-connect#mh-1-prepare-web-services-access), or [Save the connection in MakersHub](https://support.makershub.ai/docs/sage-intacct-user-guide-connect#mh-4-save-the-connection-in-makershub) when the Intacct setup is complete.

### **Add sender authorization**

Add **MakersHubMPP** with status **Active** under your company's **Web Services authorizations**, using that capitalization. Use [Prepare Web Services access](https://support.makershub.ai/docs/sage-intacct-user-guide-connect#mh-1-prepare-web-services-access) for the setup requirements and Intacct's current authorization procedure.

1. Go to the **Navigation menu** > **Company** > **Setup** > **Company**.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/image(46).png)

1. Go to **Security** section and click **edit**.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/edit securities.jpg)

1. Scroll down to the section **Web Services Authorizations** and click **Add.**

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/2025-07-29_08h33_31.jpg)

1. Fill in the Sender ID with **MakersHubMPP**, add an optional description, set status to **active**, and **save**.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/2025-07-29_08h33_08.jpg)

Continue with [Set up application permissions](https://support.makershub.ai/docs/sage-intacct-user-guide-connect#mh-2-prepare-the-permissions) in Connect Sage Intacct.

### Create User Permissions

Use individual grants only when your company's access policy requires them. They are not recommended for standard setup; [full application access](https://support.makershub.ai/docs/sage-intacct-user-guide-connect#mh-2-prepare-the-permissions) avoids maintaining a changing list of selected grants. Review these selections as supported features change.

Keep your company's existing permission model. For an existing connection, maintain its configured role or Web Services user rather than creating a replacement.

#### **Apply the individual grants**

**Role-based setup:** for a new connection, create a dedicated **MakersHub** role through **Company > Admin > Roles**. Open its **Subscriptions** page, then select **Permissions** for each application. For an existing connection, open the role already assigned to its Web Services user. See [Intacct's role-permission procedure](https://www.intacct.com/ia/docs/en_US/help_action/Administration/Permissions/assign-permissions-to-roles.htm).

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/role selection.jpg)

***For a new role only:***

Select **Add** in the upper right, enter **MakersHub** as the **Name**, add an optional description, then select **Save**.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/add role.jpg)

*The screenshots use an example role name. Keep the role configured for an existing connection; use* ***MakersHub*** *for the new dedicated role.* ![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/2025-08-13_09h23_07.jpg)

**Existing user-based setup:** for a new connection, create the separate Web Services user first using [Create the Web Services user](https://support.makershub.ai/docs/sage-intacct-user-guide-connect#mh-3-create-the-web-services-user). For an existing connection, use its configured Web Services user. Then open **Company > Admin > Users, roles, and groups > Web Services users**, select **Subscriptions** for that user, and open **Permissions** for each application. Assign the grants directly; no role is assigned. See [Intacct's Administration permissions guidance](https://www.intacct.com/ia/docs/en_US/help_action/Administration/Permissions/Application_permissions/administration-permissions.htm).

For either model, apply the listed permissions **instead of All**. Save each edited **Permissions** window before moving to the next application, then complete **Finish saving the grants** below. Keep these individual selections when returning to Connect.

Apply the listed grants available in your Intacct subscriptions. If an application or permission is unavailable, contact [MakersHub support](https://support.makershub.ai/docs/contact-us) with its name to confirm applicability. Ordinary AP setup does not require adding a Construction subscription.

**Company**

| **Permission** | **Grant** |
| --- | --- |
| Departments | List, View |
| Entities | List, View |
| Locations | List, View |
| Class | List, View |

**Cash Management**

| **Permission** | **Grant** |
| --- | --- |
| Credit Card Accounts | List, View |
| Checking Accounts | List, View |
| Saving Accounts | List, View |
| Credit card transactions | Add, View, Edit |

**General Ledger**

| **Permission** | **Grant** |
| --- | --- |
| Accounts | List, View |
| Account Title by Entity | List, View |

**Accounts Payable**

| **Permission** | **Grant** |
| --- | --- |
| Manual Payment | List, View, Add, Print |
| Vendors | List, View, Add, Edit |
| Bills | List, View, Add, Edit, Post |
| AP Terms | List, View |
| Payment Requests | List, View, Add, Edit |
| Posted Payments | List, View |
| Check Run | List, View, Add, Edit |
| Pay Bills | Run |

**Accounts Receivable**

| **Permission** | **Grant** |
| --- | --- |
| Customers | List, View, Add |
| Projects | List, View, Add |

**Purchasing**

| **Permission** | **Grant** |
| --- | --- |
| Vendors | List, View, Add, Edit |
| Items | List, View, Add, Edit |
| Warehouses | List, View |
| Purchasing Transactions | List, View, Add, Edit |

**Projects**

> [!NOTE]
> **Construction-only permission**
> 
> The permissions below only apply to Construction-enabled companies; see [Sage Intacct and CRE](https://support.makershub.ai/docs/sage-intacct-user-guide-overview#mh-sage-intacct-and-cre).

| **Permission** | **Grant** |
| --- | --- |
| Customers | List, View |
| Projects | List, View |
| Cost Codes | List, View |
| Employees | List, View |
| Cost Types | List, View |

#### **Finish saving the grants**

For role-based permissions:

> [!WARNING]
> **Two Save buttons are required for role permissions:**
> 
> 1. In **each edited Permissions window**, select **Save**.
> 2. After finishing all applications, select **Save** on the **Roles subscription** page.
> 
> Saving the Permissions windows alone does not complete the role-permission changes.

For a new connection, assign the saved **MakersHub** role when creating the Web Services user. For an existing connection, retain the configured role assignment.

For user-based permissions:

> [!WARNING]
> **Finish saving user-based permissions:**
> 
> 1. In **each edited Permissions window**, select **Save**.
> 2. On returning to **User Application Subscriptions**, select **Save** if it is shown.

#### **Continue connection setup**

Keep these individual grants rather than replacing them with **All**. For a new connection, create the Web Services user if needed, then use [Save the connection in MakersHub](https://support.makershub.ai/docs/sage-intacct-user-guide-connect#mh-4-save-the-connection-in-makershub) and [Test the connection](https://support.makershub.ai/docs/sage-intacct-user-guide-connect#mh-5-test-the-connection). For an existing connection, use [After changing permissions](https://support.makershub.ai/docs/sage-intacct-user-guide-connect#mh-after-changing-permissions).

**Test Connection checks read access.** A successful test does not exercise every Add, Edit, Post, or Run permission; retain the listed grants when the test passes.

**Permission-screen examples**

Use the grant tables above for the required selections. The screenshots illustrate the permission screens; they do not replace the listed grants.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/image(243).png)

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/Screenshot 2026-08-21 at 10.21.44 AM.png)

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/image(245).png)

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/image(246).png)

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/image(247).png)

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/image(248).png)

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/Screenshot 2026-08-19 at 7.31.10 AM.png)

### **Create Integration User**

Create the dedicated **Web Services user**, separately from your own Intacct account. Open **Company > Admin > Users, roles, and groups > Web Services users**.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/web services user.jpg)

Click **add** in the upper right corner.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/2025-07-29_08h38_08.jpg)

Use **Business** for **User type**, **Full** for **Admin privileges**, **Active** for **Status**, and an accessible **Account email**. In a role-based company, assign the role already prepared for this connection. In an existing user-based company, assign application permissions directly after creating the user; no role is assigned. Keep the permission model and grant selections established in Connect or the individual-grants section above.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/Role selection integration user.jpg)

> [!NOTE]
> Contact Name
> 
> You can use an already created contact or create a new contact.

Finish the creation confirmation in order:

1. Select **Save**.
2. Select **Create**.
3. Verify with your own Intacct password.

Use [Create the Web Services user](https://support.makershub.ai/docs/sage-intacct-user-guide-connect#mh-3-create-the-web-services-user) for the account choices, password information and current Intacct guidance. Use the Web Services user's credentials in MakersHub; this user cannot sign in to Intacct's interface.

## Setup in MakersHub

Follow these screenshots alongside [Save the connection in MakersHub](https://support.makershub.ai/docs/sage-intacct-user-guide-connect#mh-4-save-the-connection-in-makershub), [Test the connection](https://support.makershub.ai/docs/sage-intacct-user-guide-connect#mh-5-test-the-connection), and [Import and inspect your Intacct records](https://support.makershub.ai/docs/sage-intacct-user-guide-connect#mh-6-import-and-inspect-your-sage-records).

1. Open your **user menu > Integrations**, select **Connect** for Sage Intacct, then select **Create a Sage Intacct Connection**.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/connect to sage.jpg)

1. Enter your **company ID**, **User ID**, and **User password** (The password that was sent to your email), using the Web Services user’s credentials, then select **Save**.

*The older form pictured below labels this button* ***Update****; use* ***Save*** *in the current connection instructions.*

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/2025-07-31_07h56_51.jpg)

1. Select **Test Connection**. Continue when it reports **Connection successful**. If an error appears, use the matching result in [Test the connection](https://support.makershub.ai/docs/sage-intacct-user-guide-connect#mh-5-test-the-connection).

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/test connection.jpg)

1. Select **Sync Data with Sage Intacct** and wait for the initial sync to finish.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/sync data with Sage intact.jpg)

1. Open **Integration Data > Synced Data List** and look for known records in the lists your work needs.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/image(47).png)

Completing the initial sync does not confirm that every list loaded. Use [Import and inspect your Intacct records](https://support.makershub.ai/docs/sage-intacct-user-guide-connect#mh-6-import-and-inspect-your-sage-records) for the refresh results and record checks, then continue with [Choose the connection's Direct Entity](https://support.makershub.ai/docs/sage-intacct-user-guide-connect#mh-7-choose-the-connections-direct-entity) where applicable. These screenshots show initial setup, not the later Direct Entity configuration.

## Troubleshooting:

For rejected credentials, an inactive or locked-out Web Services user, or a connection hold, use [Sign-in, lockouts, and connection holds](https://support.makershub.ai/docs/sage-intacct-user-guide-troubleshooting-and-common-questions#mh-sign-in-lockouts-and-connection-holds). Password correction and restoring **Active** status are separate actions; follow that section's checks before trying again.

The image below shows an earlier authentication screen. Use [Save corrected credentials and test](https://support.makershub.ai/docs/sage-intacct-user-guide-troubleshooting-and-common-questions#mh-save-corrected-credentials-and-test) for the current edit, save and verification steps. ![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/Screenshot 2026-07-10 at 10.36.51 AM.png)

For a permission failure, follow [After changing permissions](https://support.makershub.ai/docs/sage-intacct-user-guide-connect#mh-after-changing-permissions), retaining the application access already configured. For ownership or entity-access problems, keep the configured role and grants while completing [If a record is missing or unusable](https://support.makershub.ai/docs/sage-intacct-user-guide-working-with-entities#mh-if-a-record-is-missing-or-unusable).

Return to [Connect Sage Intacct](https://support.makershub.ai/docs/sage-intacct-user-guide-connect) to resume setup, or to your original task after completing its result checks.