Register for 2026 Webinar Series

Do you find importing transactions into Sage Intacct to be a challenging and time-consuming task? Are you spending excessive time modifying templates and details to enable successful data loading? Join us for a comprehensive webinar dedicated to streamlining the transaction import process in Sage Intacct.

Learning objectives:

At the end of this session, you’ll be able to:

  • Identify the fundamental steps for importing various types of transactions and records
  • Discuss recommendations to enable accurate and efficient transaction imports, reducing errors and enhancing productivity
  • Recall common troubleshooting tips to resolve import-related challenges quickly

CPE

Recommended CPE: 1 credits, Computer Software and Applications
Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Internet Based

View CPE sponsorship information

Can’t make the webinar?

Fill out the registration and you will receive an email with the webinar recording and slides following the event. Also, check out our event calendar to see what else is happening.

Webinar speakers

Matt Andersen

Senior Consultant

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