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[No QA] Docs updates for E/A#90359 Add Update credentials for Sage Intacct #91653

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Docs: add Update credentials instructions for Sage Intacct
MelvinBot May 25, 2026
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Update Sage-Intacct-FAQ.md
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10 changes: 10 additions & 0 deletions docs/articles/new-expensify/connections/sage-intacct/Connect-to-Sage-Intacct.md
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Expand Up @@ -182,6 +182,16 @@ Then:

If auto-export fails, the specific error will appear in the report’s comment section. Once resolved, you can manually export the report from the report header.

## How do I update my Sage Intacct credentials?

If you need to update your Web Services credentials (for example, after a password rotation):

1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Workspaces** > **[Workspace Name]** > **Accounting**.
2. Select the three dots **(⋮)** next to the Sage Intacct connection.
3. Click **Update credentials**.
4. Enter your updated Web Services user credentials.
5. Click **Confirm**.

## Can I export negative expenses to Sage Intacct?

Yes, but reports exported as **Expense Reports** must not have a total below $0.
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14 changes: 13 additions & 1 deletion ...cles/new-expensify/connections/sage-intacct/Troubleshooting/Sage-Intacct-FAQ.md
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title: Sage Intacct FAQ
description: Learn why reports may fail to export to Sage Intacct, how to manually export reports, and how to disconnect the Sage Intacct integration.
keywords: Sage Intacct export FAQ, automatic export failure, manual export Sage Intacct, report not exporting, disconnect Sage Intacct integration
internalScope: Audience is Workspace Admins using the Sage Intacct integration. Covers automatic export failures, manual export requirements, and disconnecting the Sage Intacct integration. Does not cover specific Sage Intacct error codes.
internalScope: Audience is Workspace Admins using the Sage Intacct integration. Covers automatic export failures, manual export requirements, updating Web Services credentials, and disconnecting the Sage Intacct integration. Does not cover specific Sage Intacct error codes.
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# Sage Intacct FAQ
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---

## How Do I Update My Sage Intacct Credentials?

Sage Intacct uses Web Services credentials (company ID, user ID, and password) that may need to be updated periodically. You can proactively update your credentials at any time.

1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Workspaces** > **[Workspace Name]** > **Accounting**.
2. Select the three dots **(⋮)** next to the Sage Intacct connection.
3. Click **Update credentials**.
4. Enter your updated credentials.
5. Click **Confirm**.

---

## How Do I Disconnect the Sage Intacct Integration?

If you need to disconnect the integration:
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