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Intacct Best Practices: Vendor Credits

  • Only unapplied vendor credits sync to from Intacct, so you should apply vendor credits in
  • Vendor credits must be entered as a negative bill (not an adjustment) in Intacct in order for it to sync to
  • When you make a payment with the vendor credit, it will sync to Intacct where it gets automatically applied, based on the oldest available vendor credit. If you didn’t use the oldest available vendor credit when applying in, you will need to manually update which vendor credit was applied, in Intacct.
  • Vendor Credits can sync to, but they will need to be applied manually in 
  • You can opt for ONLY approved vendor credits to sync to Intacct. Learn more here
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