J.P. Morgan Next

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J.P. Morgan Next’s integration with Sage Intacct enables users to send transactions to Sage Intacct’s credit card module within Cash Management. Pre-coded transactions from J.P. Morgan Next can include department, vendor, class, location, project, and GL account.

Admins can manually trigger the sync of Next data with Sage Intacct as part of month-end close or they can choose to automate the process using daily auto sync functionality between the two softwares.

Setting up the integration takes about 10–15 minutes, including connecting the two software applications and mapping the systems together. Next displays a walkthrough that will take users through each step of the process.

Do reimbursements sync with my Sage Intacct integration?

No. Reimbursements do not automatically sync with the Sage Intacct accounting integration. You can export reimbursements as a CSV file by clicking the Export icon on the Reimbursements page, which you can then upload to your accounting system.

Find answers to some of the most common questions about the Sage integration in Next.

Sage Intacct Integration FAQ

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Sage Intacct Integration FAQ

How does the integration work?

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Do reimbursements sync with my Sage Intacct integration?