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Transferring an Estimate from Sage Estimating to Sage Intacct Construction

06/27/2023 @ 2:00 PM - 3:00 PM CDT


In this video, we demonstrate the process of integrating a pre-existing estimate, from Sage Estimating, with Sage Intacct. We guide you through the steps of connecting Sage Estimating to Sage Intacct Construction and recoding the estimate for seamless transfer to Sage Intacct. Additionally, we provide insights on optimizing the estimating database to facilitate easier integration with Sage Intacct in the future.

Taking a Sage Estimate and pushing to Sage Intacct Job Cost system: https://youtu.be/g5uOcW5iEWQ
What to setup in security of Sage Intacct to pass an estimate to it: https://youtu.be/xK3ycVnUjA0

Learn about Sage Intacct Construction at https://bangertinc.com/sage-intacct-construction/

Get pricing: https://bangertinc.com/sage-intacct-construction/pricing-calculator/

See more of Sage Intacct in a personalized demo: https://bangertinc.com/sage-intacct-construction/demo/

For more content like this, join us at Bangert User Group (BUG)! You will get full access to all of our great resources for Sage 300 CRE, Sage Intacct Construction, and Sage Estimating. All for free! https://bug.bangertinc.com/


2:00 PM - 3:00 PM CDT
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Kevin Edgington