Sage Intacct + TaxJar

Create order transactions in TaxJar for new invoices in Sage Intacct

Stay on top of your financial transactions effortlessly. With this workflow, as soon as a new invoice is created in Sage Intacct, an order transaction is simultaneously initiated in TaxJar. This not only streamlines your order management process but also minimizes manual data entry, saving you time and reducing potential errors. Embrace this seamless integration to enhance your business efficiency.

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ActionWrite

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Supported triggers and actions

- Status
Trigger
Polling
Try It
- State
Trigger
Polling
Try It
- State
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Suggested Contact NameRequired
- Print AsRequired
- Last Name
- First Name
- Middle Name
- Prefix
- Company Name
- Primary Email Address
- Secondary Email Address
- Primary Phone
- Secondary Phone
- Mobile Phone
- Pager
- Fax
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Territory
- ZIP or Postal Code
- Country
- ISO Country Code
- Primary URL
- Secondary URL
- Status
- Discount
- Is Taxable?
- Tax ID
- Show in Contact List
Action
Write

- Invoice DateRequired
- Due DateRequired
- Action
- Invoice Number
- Reference Number
- Description
- Document ID
- Base Currency
- Transaction Currency
- Exchange Rate - Date
- Exchange Rate - Rate
- Exchange Rate - Type ID
- Customer Message - Choose Existing Message
- Customer Message - Custom Message
- Contacts - Pay To
- Contacts - Return To
- Contacts - Return To - Tax ID
- Contacts - Return To - Tax Group
- Billback Template
- Attachment
- CustomerRequired
- Customer - Delivery Options
- Payment Term
- Tax Solution Key
- Invoice Summary
- Transaction AmountRequired
- GL AccountRequired
- Override Offset GL Account
- Memo
- Allocation
- Account Label
- Location
- Department
- Employee
- Project
- Customer
- Vendor
- Item
- Warehouse
- Class
- Task
- Cost Type
- Asset
- Contract
- Affiliate Entity
Action
Write
- Document type
- VendorRequired
- Transaction dateRequired
- Date
- Rate
- Type ID
- Payment term
- Shipping method
- Attachment
- Tax solution
- Source document
- Primary contact
- Ship to contact
- Bill to contact
- Deliver to contact
- ItemRequired
- UnitRequired
- QuantityRequired
- Unit priceRequired
- Line description
- Line memo
- Location
- Warehouse
- Department
- Project
- Task
- Class
- Customer
- Employee
- Subtotals
- History records
Action
Write

- CustomerRequired
- Name
- Sales Representative
- Customer Type
- Territory
- Parent Customer
- Shipping Method
- Payment Term
- Account Group
- Price List
- Price Schedule
- Override Offset GL Account
Action
Write
- Document type
- Vendor invoiceRequired
- Vendor
- Transaction date
- Date
- Rate
- Type ID
- Payment term
- Shipping method
- Attachment
- Tax solution
- Source document
- Primary contact
- Ship to contact
- Bill to contact
- Deliver to contact
- Item
- Unit
- Quantity
- Unit price
- Line description
- Line memo
- Location
- Warehouse
- Department
- Project
- Task
- Class
- Customer
- Employee
- Subtotals
- History records
Action
Write
Find Customer
Finds a customer based on search criteria.
Action
Search
Find Vendor
Finds a vendor based on a search criteria.
Action
Search
List Categories
Gets the latest product categories and corresponding tax codes from TaxJar via GET to the v2/categories API endpoint
Action
Write
- Customer IDRequired
- Exemption TypeRequired
- NameRequired
- Exempt Regions
- Street
- City
- State
- Zip
- Country
Action
Write
- Transaction IDRequired
- Transaction Reference IDRequired
- Transaction DateRequired
- Provider
- From Street
- From City
- From State
- From Zip
- From Country
- To Street
- To City
- To StateRequired
- To ZipRequired
- To CountryRequired
- AmountRequired
- ShippingRequired
- Sales TaxRequired
- Customer ID
- Exemption Type
- Line Items
Action
Write
- Transaction Date
- From Transaction Date
- To Transaction Date
- Provider
Action
Write
List Nexus Regions
Lists existing nexus regions for a TaxJar account, sorted alphabetically via GET to the v2/nexus/regions API endpoint
Action
Write
- Customer IDRequired
Action
Write
- Transaction IDRequired
- Provider
Action
Write
- From Street
- From City
- From State
- From Zip
- From Country
- To Street
- To City
- To State
- To Zip
- To CountryRequired
- AmountRequired
- ShippingRequired
- Customer ID
- Exemption Type
- Nexus Addresses
- Line Items
Action
Write
- Transaction IDRequired
- Transaction Date
- From Street
- From City
- From State
- From Zip
- From Country
- To Street
- To City
- To State
- To Zip
- To Country
- Amount
- Shipping
- Sales Tax
- Customer ID
- Exemption Type
- Line Items
Action
Write
- Street
- City
- State
- Zip
- Country
Action
Write

- Status
Trigger
Polling
Try It
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
Try It
- Document type
- State
Trigger
Polling
Try It
- Due DateRequired
- Created DateRequired
- Vendor
- Transaction AmountRequired
- GL AccountRequired
- Total Transaction Amount
- Memo
- Location
- Department
Action
Write
- NameRequired
- Sales Representative
- Customer Type
- Territory
- Parent
- Shipping Method
- Term
- Account Group
- Price List
- Price Schedule
- Override Offset GL Account
Action
Write
- Project resource
- Project
- Employee
- Item
- Labor rate
- Expense rate
- AP and purchasing rate
Action
Write
- BillRequired
- Vendor
- Payment term
- Tax solution
- Attachment
- Bill summary
- Location
- Bill back template
- Fully paid date
- Pay to contact
- Return to contact
- Base currency
- Transaction currency
- Exchange rate date
- Exchange rate
- Exchange rate type
Action
Write
- InvoiceRequired
- Invoice Date
- Due Date
- Action
- Invoice Number
- Reference Number
- Description
- Document ID
- Base Currency
- Transaction Currency
- Exchange Rate - Date
- Exchange Rate - Rate
- Exchange Rate - Type ID
- Customer Message - Choose Existing Message
- Customer Message - Custom Message
- Contacts - Pay To
- Contacts - Return To
- Contacts - Return To - Tax ID
- Contacts - Return To - Tax Group
- Billback Template
- Attachment
- Customer
- Customer - Delivery Options
- Payment Term
- Tax Solution Key
- Invoice Summary
- Line Item Key
- Transaction Amount
- GL Account
- Override Offset GL Account
- Memo
- Allocation
- Account Label
- Location
- Department
- Employee
- Project
- Customer
- Vendor
- Item
- Warehouse
- Class
- Task
- Cost Type
- Asset
- Contract
- Affiliate Entity
Action
Write
Find Bill
Finds a bill based on a search criteria.
Action
Search
Find Invoice
Finds a invoice based on a search criteria.
Action
Search
Find Invoices
Finds invoices within a date range.
Action
Search
- RegionRequired
Action
Write
- Transaction IDRequired
- Transaction DateRequired
- Provider
- From Street
- From City
- From State
- From Zip
- From Country
- To Street
- To City
- To StateRequired
- To ZipRequired
- To CountryRequired
- AmountRequired
- ShippingRequired
- Sales TaxRequired
- Customer ID
- Exemption Type
- Line Items
Action
Write
List Customers
Lists existing customers created through the API via GET to the v2/customers endpoint
Action
Write
- Transaction Date
- From Transaction Date
- To Transaction Date
- Provider
Action
Write
- Street
- City
- State
- ZipRequired
- Country
Action
Write
- Transaction IDRequired
- Provider
Action
Write
Summarize Tax Rates for All Regions
Retrieves minimum and average sales tax rates by region as a backup via GET to the v2/summary_rates API endpoint
Action
Write
- Customer IDRequired
- Exemption TypeRequired
- NameRequired
- Exempt Regions
- Street
- City
- State
- Zip
- Country
Action
Write
- Transaction IDRequired
- Transaction Reference IDRequired
- Transaction Date
- From Street
- From City
- From State
- From Zip
- From Country
- To Street
- To City
- To State
- To Zip
- To Country
- Amount
- Shipping
- Sales Tax
- Customer ID
- Exemption Type
- Line Items
Action
Write
- VATRequired
Action
Write

About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

Related categories

Accounting

About TaxJar

TaxJar’s award-winning solution makes it easy to automate sales tax management, reporting and filing. We obsessively leverage technology and exceptional customer service to help you focus on what matters most — growing your business.

Related categories

eCommerce

Sage Intacct + TaxJar

Create order transactions in TaxJar for new invoices in Sage Intacct

New Contact

New Invoice

New Sales Invoice

New Vendor

Create Contact

Create Invoice

Create Vendor Invoice

Update Customer

Update Vendor Invoice

Find Customer

Find Vendor

List Categories

Create a Customer

Create a Refund Transaction

List Orders

List Nexus Regions

Show a Customer

Show Refund

Calculate Sales Tax for an Order

Update an Order Transaction

Validate an Address

New Customer

New Payment Received (Accounts Receivable)

New Vendor Invoice

Create Bill

Create Customer

Create or Update Project Resource

Update Bill

Update Invoice

Find Bill

Find Invoice

Find Invoices

Get Two-Letter ISO Code for Region

Create an Order Transaction

List Customers

List Refunds

Rates for Location

Show Order

Summarize Tax Rates for All Regions

Update a Customer

Update a Refund Transaction

Validate a VAT Number

About Sage Intacct

Related categories

About TaxJar

Related categories