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Permissions for Intacct Sync Users

How you provide full permissions to an Intacct sync user depends on your account setup. 

 

Single-Entity Account

  1. In Intacct, go to Company > Users 
  2. Locate the user billcom, and click Subscriptions 
  3. Make sure all Modules are selected
    • Click each individual permission and select All
  4. Click Save
  5. Sync again

 

Multi-Entity Account

In a Multi-Entity accounts, you must create a role with full permissions, and assign that role to the billcom sync user.

  1. In Intacct, go to Company > Roles
  2. Locate the billcom role and click Subscriptions
  3. Make sure all Modules are selected
    • Click each individual permission and select All
  4. Click Save
  5. Go to Company > Users
  6. Locate the user billcom, and make sure it has the billcom role assigned
  7. Click Save
  8. Sync again

 

 

 

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