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Help Topic: Sage Integration

We are pleased to include Sage Integration alongside our existing QuickBooks, QuickBooks Online and Xero Accounting System integration.

If you are a Sage Online customer and want to utilize an integrated link for:

  • Invoicing
  • Payments (to suppliers)

Please go to My Settings and find the Sage plugin:


The configuration is the same as that of QuickBooks Online and Xero in that you will find additional settings available once your account is linked in:

  • Invoice Settings
  • Payment Settings

The process of sending individual or bulk Invoices/Payments is the same as all Account Systems Integrations.

Either open the Invoice/Payment and use the Action button, or select multiple Invoices/Payments and use the options on the Action menu that appears above the list to prcess multiple records at once.

The Sync from Accounting System option also provides the ability to update Invoice statuses to "Paid" once marked as such in Sage.