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.