Sage POS and Accounting Integration Services

Name the exact Sage product

Sage Accounting, Sage Active, Sage 50, Sage 200 and Sage Intacct are separate products with different interfaces and deployment arrangements. We inspect the product and region before choosing a connection method.

Sage Active documents an authorized API and invoice posting operations that generate ledger entries. A design for that product should not be assumed to fit another Sage edition.

Agree the accounts and transaction detail

We map nominal accounts, tax codes, customer and supplier identifiers, branches and currencies. The accountant chooses individual document posting or an approved summary method.

Stock receipts, supplier bills and acquisition costs need coordinated treatment. A purchasing connection should identify goods received but not yet billed and preserve the evidence for any price difference.

Plan approvals and recovery

The build records each attempted transfer and the corresponding Sage reference. A rejected period or tax code enters a review queue. Retries retain their original identity.

We test returns, credit notes, bank settlements, closed periods and changes made independently in each application. Only the designated owner can approve corrections to financial history.

Prepare the implementation brief

Provide the Sage product and version, hosting arrangement, company count, sample chart of accounts and the records to connect. Include the existing integrator and any supported export format.

Delivery covers a tested mapping, connector, reconciliation report and operating instructions. Third party licensing, access and support dependencies are identified before production launch.

Before you start