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Sage Accounting Integration: How to Connect PSOhub to Sage Accounting

Connect PSOhub to Sage Accounting so invoices are automatically pushed to your accounting system

Published: 1 June 2026
 

Audience

  • Admin

Objective

This article explains how to connect PSOhub to Sage Accounting and configure GL accounts so that invoices created in PSOhub are automatically sent to Sage.

Prerequisites

You must have Admin access in PSOhub.

You must have an active Sage Accounting account with at least one ledger configured             in your chart of accounts.

You must know the exact name of your primary revenue ledger in Sage (e.g. "Sales -                Services"). The name must match Sage's chart of accounts exactly, including                                capitalization and punctuation.

Steps

Open Integrations in PSOhub

  1. Go to Settings (gear icon) in the left navigation.
  2. Click Integrations.
  3. Select the Business Unit Apps tab.
  4. Select the business unit you want to connect to Sage from the Select a Business Unit dropdown.

Connect Sage Accounting

        5. Click Connect on the Sage Accounting tile.

        6. A confirmation dialog will appear: "This will connect your organization to Sage. Any other                        integration with a financial package in PSOhub will be removed. This action cannot be                                overturned."

        7. Click Proceed.

Log in to Sage

        8. You will be redirected to the Sage login page. Select your country or region.

        9. Enter your Sage email address and click Continue, then complete the login with your                                   password.

      10. After logging in, you will be returned to PSOhub, and the Test connection screen will appear.

Test the Connection

       11. In the Revenue account field (Step 1 of the wizard), enter the exact name of your primary                         revenue ledger from Sage's chart of accounts (e.g., "Sales - Services").

 ⚠️ Important: The ledger name must match Sage exactly, including capitalization and                 punctuation. For example, enter "Sales - Services" and not "sales services". 

      12. Click Next twice to skip Step 2 and proceed to Step 3.

      13. Click Test. PSOhub will create a test invoice and contact in Sage.

 📌 Note: Remember to delete the test invoice and contact in Sage after the test is                          complete. 

      14. If the test is successful, a Success message will appear. Click the X button to close the window.

      15. If the test fails, verify that the ledger name matches your Sage chart of accounts exactly and                 retry. 

Result

Sage Accounting is now connected to PSOhub for the selected business unit. The revenue ledger you entered during setup will be used as the default GL account when invoices are pushed from PSOhub to Sage.

Configure GL Accounts for Invoicing

Once the connection is established, you can add additional ledger names and assign them to specific contract lines to control how invoices are categorized in Sage.

Add or Update the Default GL Account

  1. Go to Settings (gear icon) in the left navigation.

  2. Click Financials, then select GL Accounts.

  3. Click Default revenue accounts, enter a different ledger name, and click Save.

Add Additional GL Accounts

  1. In GL Accounts, click Add GL Account.
  2. Complete the fields:
 Field   Description 
 Name of GL account / Article   The exact ledger name from Sage's chart of accounts. Must match Sage exactly. 
 Description   Optional description for internal reference. 
 Used by this financial integration   Select the Sage connection linked to the relevant business unit. 

       3.  Click Save. 

Assign a GL Account to a Contract Template Line

  1. Go to Settings, then click Templates > Contract Templates.
  2. Select a contract template and click on the contract line you want to configure.
  3. In the GL Name / Article / Item / Service / Product field, select the GL account from the dropdown.
  4. Click Save.

 📌 Note: If this field is left empty, PSOhub will use the default GL account defined during               the test connection step. 

Assign a GL Account to a Project Contract Line

  1. Go to Projects and open the relevant project.
  2. Open the Contract tab and click the contract line you want to configure.
  3. Select the Invoicing tab in the edit panel.
  4. In the GL Name / Article / Item / Service / Product field, select the GL account.
  5. Click Save.

 📌 Note: If this field is left empty, PSOhub will use the default GL account. 

Next Steps

✅ Send your first invoice to Sage
Create and send an invoice from a project to verify the full integration is working end to end.
How to approve and send an invoice in PSOhub

✅ Set invoice due dates
Configure the default number of due days in PSOhub so that invoice due dates appear correctly in Sage.
Configure invoice settings in PSOhub

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