Next User Type: Admin
If you have set up the Sage Intacct integration in J.P. Morgan Next, you can manage settings for how the integration works in the browser. This includes selecting the credit card account to use for the sync, managing transaction link sync and vendor settings, enabling automatic sync, and syncing split transactions as one transaction. Note: Contact J.P. MORGAN support if you need assistance setting up the Sage Intacct integration or managing your settings.
Manage integration settings from a web browser
In the Navigation Menu, select Integrations
Find the Sage Intacct integration
Select Configure
From the Sage Intacct account setup section, you can manage settings for the integration:
To select the credit card account used for the sync, open Sync from credit card account
View the entity ID used for the sync
To manage transaction link sync, select Configure in the Transaction link sync section
To configure specific vendor settings, select Configure in the Vendor Settings section
From Vendor settings, you can sync vendor data and sync the Next merchant with the Payee field in Sage Intacct.
To automatically sync completed transactions every 24 hours, select Automatically sync spend transactions
Note: The Auto Sync feature syncs transactions up to 30 days old that have not previously been synced.
To sync any split transactions in Next as one transaction in Sage, select Sync Split Transactions as one transaction
You can also configure how your integration is mapped from the Mapping section
© 2026 JPMorgan Chase & Co.