CSV to Sage Intacct Converter

🥦

Convert Complete

Sage Intacct Journal Entry CSV Format
valid rows

Convert your bank CSV or Excel files to Sage Intacct journal entry import format with balanced double-entry bookkeeping.

Starting from $5 — see pricing & bundles
Free preview before you pay
Files never leave your browser
No account needed to start

Download Sage Intacct Sample

Sample Sage Intacct journal entry CSV with balanced entries

Intacct Sample

How It Works

1

Export from Banking

Log in → Reports → Export → Exported reports → Download CSV

2

Upload and Configure

Upload Bank CSV Transactions CSV and choose Journal Entry Import format

3

Preview and Download

Review converted data, download Sage Intacct-ready file

4

Import to Sage Intacct

General Ledger → Journal Entries → Import CSV

Output is in Sage Intacct Journal Entry CSV format — ready to import directly, no manual reformatting needed.

Quick Answers

How does the double-entry work?

Each bank transaction becomes two lines in Sage Intacct. For a $500 payment, line 1 credits the bank account $500 and line 2 debits the expense account $500. The entry always balances.

Is this tool free?

First transactions are free to preview. Full conversions use credits based on transaction count.

What happens to my data?

Your file is processed entirely in your browser. No data is uploaded to our servers.

Why Convert CSV to Sage Intacct Format?

Journal Entry Import

Sage Intacct requires journal entries with balanced debit and credit lines for each transaction. Your bank CSV has a single row per transaction with a signed amount. This tool converts each bank transaction into a balanced journal entry pair - one line for the bank account and one for the offset expense or income account.

Double-Entry Bookkeeping

Every journal entry is automatically balanced: - Deposits: Debit bank account, Credit income account - Payments: Credit bank account, Debit expense account - Journal IDs group related lines for easy audit trails

Your Data is Safe

Bank-Level Security

256-bit SSL encryption. Same standards as major financial institutions.

No Data Storage

Files are processed directly in browser. No calls to our servers.

GDPR Compliant

Full EU data protection compliance. Your privacy rights protected.

ISO/IEC 27001 Certified GDPR Compliant Swiss Privacy CCPA Compliant

Field Mapping

How Banking Csv fields map to Sage Intacct Journal Entry

Banking Csv Source Value Sage Intacct Journal Entry Target Value Note
Date 01/15/2025 Entry Date 01/15/2025 Convert to MM/DD/YYYY format
Amount -50.00 Debit/Credit Split into debit line + credit line

Why Use This Tool?

Double-Entry Balancing

Each transaction generates balanced debit and credit lines that always balance.

Auto Account Detection

Routes deposits to income accounts and payments to expense accounts automatically.

Dimension Support

Add Department and Location dimensions to journal entries for Sage Intacct reporting.

Journal ID Tracking

Sequential Journal IDs with custom prefix for easy audit trail and reconciliation.

Browser-Based

Files processed locally in your browser. Your financial data never leaves your computer.

Instant Conversion

Convert thousands of transactions to balanced journal entries in seconds.

Data Transformation

Each CSV row becomes 2 journal entry lines (debit + credit)

Input Bank CSV Row

Single transaction row

Key columns: Date, Amount, Description
1:N — One input row creates multiple output rows
Output Journal Entry Lines 2 rows per input

Balanced debit/credit pair

Bank Account Line Bank account entry (debit for receipts, credit for payments)
Offset Account Line Expense/income offset (opposite of bank line)
Debits must equal Credits for each Journal ID

Common Journal Entry Import Errors

Issues you might encounter when importing Bank CSV Transactions data to Journal Entry Import - and how we solve them

Missing Date Column

File must have a date column

No 'Date' or 'Transaction Date' column
Add column: Date, Transaction Date, or Posted Date

Ensure your CSV has a date column

Rename your date column to 'Date' before uploading

Missing Amount Column

File must have amount information

No 'Amount' or 'Total' column
Add column: Amount or combine Debit/Credit

File needs amount data

Add amount column or use bank's standard export

Unbalanced Journal Entry

Debits must equal credits for each journal entry

Debit: 500.00, Credit: 499.99
Debit: 500.00, Credit: 500.00

Tool automatically balances each entry

Each transaction generates balanced debit+credit lines

More credits - more savings

Buy bundles and get up to 60% off. Perfect for recurring monthly conversions.

// PRICING //

Choose the plan that fits your needs

5,381 reviews, Excellent
Pay as you go

Just start processing on any tool page

$1/credit

Tools processing starts from 5 credits. Then 1 credit = 1k rows. No sign-up needed.

OR

Credit Bundles

$ /Credit

One-time purchase

  • No monthly commitment
  • Credits valid for one year
  • Access to all tools
  • Full file downloads

Monthly Bundles Pro

$ /Credit

Best for professionals and content creators

Annual Discount
Per month, billed annually:
Save 20% more
  • Credits refresh monthly
  • Priority processing

Purchase Credits

  • Full CSV & Excel export
  • Google Sheets export
  • Instant browser download
for credits

Visa Mastercard PayPal Apple Pay Google Pay
256-bit SSL encryption
14-day money-back guarantee
PCI DSS compliant
Powered by Paddle

Do unused credits expire?

One-time credit bundles are valid for one year. Subscription credits refresh monthly. You can use credits across any tool, anytime.

Is my data secure?

Files process entirely in your browser. We're GDPR compliant with TLS encryption.

Can I get a refund?

Yes! Full refund within 14 days if no credits used. Partial refund for unused credits anytime. Contact sup@spreadsheetbroccoli.com.

Powered by Paddle

Terms of service applies. VAT included where applicable.

Frequently Asked Questions

Your data never leaves your device. All files are processed entirely in your browser using client-side JavaScript - no data is stored on our servers or sent anywhere. There's no account to hack, no database storing your files, and no API connections to your bank or accounting software. You upload, convert, download, and we forget it immediately.
No payment or signup required. You can upload your file, see a free preview of the conversion results, and verify everything looks correct before paying anything. If it doesn't work for your files, you haven't wasted any money. We only charge when you're satisfied and ready to download the final converted file.
You can, but free scripts and AI often miss edge cases that break real-world data: missing SKUs, currency formatting quirks, tax calculation errors, or date format mismatches. We have battle-tested validators specifically designed for accounting software imports that catch these issues before they corrupt your books. Plus, you get instant browser-based conversion without installing Python or managing dependencies.
Each bank transaction becomes two lines in Sage Intacct. For a $500 payment, line 1 credits the bank account $500 and line 2 debits the expense account $500. The entry always balances.
Common defaults: 1000 (Cash/Bank), 4000 (Revenue/Income), 6000 (Operating Expenses). Check your Sage Intacct Chart of Accounts for the exact numbers in your setup.
Yes. Set the Department and Location in processing options and they will be applied to all journal entry lines. For per-transaction dimensions, add Department and Location columns to your source CSV.
First transactions are free to preview. Full conversions use credits based on transaction count.
Standard CSV with columns for Journal ID, Entry Date, Account Number, Debit, Credit, Memo, Department, Location, and Vendor/Customer. Import via General Ledger in Sage Intacct.
Your file is processed entirely in your browser. No data is uploaded to our servers.
Yes. Set a custom prefix in processing options (default is "JE"). Journal entries will be numbered sequentially like JE-0001, JE-0002, etc.
Alternative Tools (4)

Other solutions available for CSV to Sage Intacct:

  • Venn Technology — Enterprise tool that automates CSV file uploads into Sage Intacct general ledger as journal entries via API integration....
  • Workato — Enterprise automation platform that uploads CSV data into Sage Intacct statistical journal entries via Dropbox integrati...
  • Statement Extract — Free browser-based converter that transforms CSV and Excel files into MT940 SWIFT format compatible with Sage Intacct, S...
  • Sourcetable — Spreadsheet tool connecting to Sage Intacct for real-time data import and export in CSV and XLSX formats with AI-driven ...