Sage Intacct FAQ

Why is Buildertrend integrating with Sage Intacct and not Sage 50/100/300?

Sage Intacct is a true cloud-based platform, which makes it the most efficient and reliable foundation for a Buildertrend integration. Sage 100 and 300, by contrast, require installation on a local server – a setup that introduces significant technical challenges, including ongoing server maintenance, potential security vulnerabilities, and sync failures, among other complications. 


Will Buildertrend eventually connect to other Sage products?

Our current focus is on deepening and refining the integration between Buildertrend and Sage Intacct to deliver the best possible experience for our customers. We don't have announcements to share regarding other Sage products at this time. 


Who should I contact if I want to switch to Sage Intacct?

Reach out to a Certified Sage Intacct Partner – these are accounting technology consultants who have been officially vetted by Sage and specialize in implementations and migrations. 

You can find a partner near you through the Sage Partner Locator.


How do payment syncs work between Buildertrend and Sage Intacct?

Payment sync behavior depends on how the payment is recorded:

  • Bills: Marking a bill as paid in Buildertrend updates the bill's payment status in Sage Intacct, but it does not create a payment record. If a payment record is required in Sage Intacct, it must be entered manually. 
  • Invoices: Client payments processed through Buildertrend create a corresponding payment record in Sage Intacct. Offline payments recorded manually in Buildertrend update the invoice status in Sage Intacct but do not create a payment record. 

Can I manually sync updates from Sage Intacct?

Yes. In addition the the scheduled sync, you can select Sync Now from the Sage Intacct integration page to pull the latest supported status and payment updates immediately. A Last Sync Date is also displayed so you can verify when data was last refreshed. 

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Interested in Learning More? 📚

Visit the Buildertrend Learning Academy to explore additional learning opportunities — from live group trainings and certifications to on-demand courses and more.

For questions or additional support, contact our Customer Support team via Live Chat, email support@buildertrend.com, or call 1-888-415-7149 — we’re always happy to help.

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