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When a payment is collected through Upflow, it is written back to Sage Intacct so your accounting stays aligned with what you collected. This page covers what is written back, how to configure it, how to track the sync status, and how to recover from a failed export. Refund handling is documented in Refund management.

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What is written back

TypeSupportedNote
Payments✅The payment is written to Intacct as an AR Payment, allocated line-by-line to the matching invoices, posted to either a bank account or an undeposited-funds GL account depending on integration settings.
Refunds✅Handled as payment reversals.
In Sage Intacct, the resulting AR Payment posts with State Complete. The Document or check no. field carries the Stripe payment ID, and the Account ID reflects the GL account configured in your settings (for example, an undeposited-funds account). Sage Intacct posted AR Payment showing State Complete, posted to an undeposited-funds account, with the Stripe payment ID in the Document or check no. field

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Payment settings

You can select the GL account to which payments are written back in Sage, from your Upflow Settings > Integrations:
We recommend selecting an undeposited funds account. Payments stay there until the matching bank deposit is recorded, which makes reconciliation with your Stripe payouts much easier.

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Tracking the payment status

A payment carries two distinct statuses:
  • Gateway status — the payment’s current status in Stripe.
  • Sage Intacct status — the export status of the payment from Upflow to Sage Intacct.
Upflow Payments list showing the Gateway status and Sage Intacct status columns side by side, with SUCCEEDED and ERROR states You can identify a payment’s processing status by adding the Gateway status column to:
  • your default payments view, ideally placing it next to the Sage Intacct status column, and saving the view — see here
  • the customer details page → Payments tab (learn more)

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Handling a failed write-back

You can identify payments that failed to export to Sage Intacct from your Payments list view, filtered on Sage status contains Error. Hover over the Error status, and/or add the Sage status column to the list (see here), to learn more about the failure reason. Once you’ve updated the required or missing settings, you can retry the export from the payment’s three-dot menu on the Upflow list, by clicking Export back to Sage Intacct. Payment three-dot menu on the Upflow Payments list showing the Export back to Sage Intacct option