ERP Setup

Create the Sage Intacct journal book Truewind should use when Sage posting needs a dedicated destination, resulting in the right book being available in Truewind settings.

Open the Alpha surface when your organization has Alpha enabled, resulting in the correct org context before using Alpha-only workflows.

Connect QuickBooks from the current Connections page when you are setting up Truewind, resulting in a permanent QuickBooks connection that starts syncing the company and client data needed for close workflows.

Connect Sage Intacct when you need Truewind to read entities, dimensions, and accounting data, resulting in a working Sage setup for onboarding and close workflows.

Confirm the QuickBooks user has the right permissions before authorizing Truewind, resulting in a connection flow that can complete successfully.