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Intacct Multi Entity: Top level/Entity Level sync

OVERVIEW

Instructions on how to add users if using Intacct with multi-entity setup.

WHERE TO ADD USERS

Syncing at the Root

  • To sync the Bill.com account with the top level of the M-Console or at the entity level, add the sync user to the top (parent level).

Syncing at the entity level

  • When syncing at the entity level, create the user at the top(parent level) in Intacct, but in Bill.com enter the entity ID you want to sync with (under the Sync > Preferences > Login Info). This will also apply for clients who have multiple entities in Intacct and want to sync at a particular entity level.

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