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Intacct Sync Guide: Requirements for Intacct Settings

Table of Contents

The following article highlights the required settings per module in Intacct. These settings are required in order to avoid sync errors and optimize the integration between Bill.com and Intacct. 

Company

In Intacct, navigate to Company > Company Info > Edit and set the following preference:

Company information

  1. Uncheck Use ISO country codes

 

Once the Company preference has been set, click Save

Cash Management

In Intacct, navigate to Cash Management > Open Setup > Configure Cash Management and set the following preference:

Accounting

  1. Uncheck Account labels 

Once the Cash Management preference has been set, click Save

Accounts Payable

In Intacct, navigate to Accounts Payable > Open Setup > Configure Accounts Payable and set the following preferences: 

Accounting settings

  1. Set Summary frequency fields to Daily or Monthly  

Enable functionality 

  1. Uncheck Enable account labels 
  2. Check Enable reclassification for bills and adjustments 
  3. Uncheck Enable reversal of unpaid bills. This will ensure that updates to unpaid bills are able to sync from Bill.com to Intacct.

 1099's

  1. Check Enable override of the 1099 flag on an AP line item 

Payment approval settings

  1. Check Disable approval

Document sequencing

  1. If using Vendor Sequence numbering, you’ll need to enable auto-numbering in Bill.com. To determine whether Vendor Sequence numbering is used:
    • In Intacct, go to Accounts Payable > Configure Accounts Payable
    • Under Document sequencing, click Vendors
    • If this field is blank, no Vendor ID sequence is being used and Vendor IDs are entered manually
  2. If using Vendor Sequence numbering, enable auto-numbering in Bill.com:
    • In Bill.com, go to Gear Icon > Settings
    • Under Accounting, click Preferences
    • Edit
    • For Vendor Sequence Id, select Use auto-numbering
    • Save

Once the Accounts Payable preferences have been set, click Save

Accounts Receivable

In Intacct, navigate to Accounts Receivable > Open Setup > Configure Accounts Receivable and set the following preferences: 

Accounting settings

  1. Set Summary frequency fields to Daily or Monthly  

Once the Accounts Receivables preferences have been set, click Save

Resources

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