Intacct Sync Error: Chart of Accounts aren't syncing to Bill.com
Why the Sync Error occurs
This error occurs when the Chart of Accounts is not syncing from Intacct to Bill.com.
How to Fix the Sync Error
There are several options to resolve the issue of the Chart of Accounts not syncing from Intacct.
Confirm that the correct Company ID is entered in Bill.com: 1. In Intacct, confirm your Company ID in Intacct: - Hover over Company and then click Company Info - The Company ID will be found in the ID field 2. In Bill.com, click the gear icon 3. Under Sync, click Status 4. Click Login Info 5. Review the entered Company ID - Correct if necessary
If there is a Multi-Entity setup, the fix may depend on where the Chart of Accounts are maintained/owned. Chart of Accounts maintained at the Root Level:
- The sync user needs to be set up at the Root Level
- If the sync user is at the Entity Level, remove the user and create it at the Root Level Chart of Accounts maintained at the Entity Level:
- Verify the Entity ID in the Bill.com Login Info page. To find the Entity ID in Intacct:
- Go to Companies > Entities
- Locate the Entity ID column
- Find the Entity ID for the entity that Bill.com will be syncing with.
- The sync user may be set up at the Root Level even if you choose to sync to the Root or the Entity level
- Make sure the sync user in Intacct has all the correct permissions.
Once you have completed the above steps, run another sync.