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How to create a trial account on Sage Intacct?
How to create a trial account on Sage Intacct?
A
Written by Ali Kiassat
Updated over a week ago

If you are looking forward to integrating Sage Intacct onto Railz and test connecting Sage Intacct to a business via Rails Sites™ or Railz Connect™, we recommend that you create a trial account on Sage Intacct and try integrating this account with Railz. Please follow the below steps to create a Sage Intacct trial account

Click here to navigate to the Sage Intacct trial requesting page.

Enter the following information,

  • First Name

  • Last Name

  • Business email

  • Phone Number

  • Company Name

  • Job Title

When the ‘‘View now’ button is clicked, you will see a message similar to the above screenshot. An email will be sent to you with the details.

You will receive an email from Sage Intacct similar to the screenshot above. The email will contain an Intacct Company ID, Username, and a Password.

Click on the Sign-in link provided in the email and when prompted enter the Intacct Company ID, Username, and Password which were included in the email. (See screenshot below)

Enter the Intacct Company ID, Username, and Password and click ‘Sign in’. You will then be prompted to review and agree to the user agreement.

After agreeing with the user agreement, you will then be prompted to change the password.

Enter the current password which was included in the email and add the new password and confirm the new password. Click on Update when completed and you will be taken to the Sage Intacct Dashboard.

Now you have created a Sage Intacct Trial account which is valid for 30 days. Please see here for information on integrating Sage Intacct with Railz.

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