Intacct Sync Guide: Create a Sync User in Intacct

Table of Contents

Create a user at the Root/Top Level in Intacct and give it full permissions. For multi-entity Intacct environments, if you have multiple Bill.com accounts syncing with the Entity Level, you will use the same sync user credentials in Bill.com, and distinguish each by adding the Entity ID when entering the Intacct Login Info.

Web Services Sync user creation

To create the Bill.com Sync User, complete the following steps in Intacct at the Root/Top Level:

  1. Go to Company > Web Services Users > Add
    Intacct Sync - Multi-Entity Setup Guide - add user - NEO
    • User ID, First name, and Last name:
    • This username indicates a non-billable user and is used strictly for the integration.
    • Enter XML_Bill.com
    • Email address:
    • Use the email address of the person managing the Bill.com account or the sync.
    • User type:
    • Select Business
    • Admin privileges:
    • Select Full
  2. Click Save

Once the Web Services sync user is created, you'll receive an email from Intacct containing a temporary password.

Permission assignment

Intacct supports two methods of assigning user permissions: user-based and role-based. To assign permissions to the Bill.com Sync User, follow the steps specific to the permissions method below:

User-based

  1. Go to the Company > Web Services Users > XML_Bill.com user > Subscriptions and enable Permissions for all Modules Intacct Sync - Multi-Entity Setup Guide - permissions - NEO
  2. Click on each Application/Module and select All from the top right and save changes
    • Some modules have an additional Reports permission section, select All for Reports as well Intacct Sync - Multi-Entity Setup Guide - Permissions ALL detail - NEO

Role-based

If using Role-based permissions, create a new Role for the XML_Bill.com user, with access to all modules in Intacct.

  1. Click Company > Roles > Add Intacct Sync - Multi-Entity Setup Guide - new role - NEO
  2. Click on each Application/Module and select All from the top right and save changes
    • Some modules have an additional Reports permission section, select All for Reports as well Intacct Sync - Multi-Entity Setup Guide - Permissions ALL detail - NEO
  3. Click Save once all permissions have been enabled for the role
  4. Assign the new role to the XML_Bill.com user
    1. Go to Company > Web Services Users
    2. Click Edit next to the Sync user that was just created
    3. Click Roles information
    4. Select the Billcom Role that was just created Intacct Sync - Multi-Entity Setup Guide - assign role - NEO
  5. Click Save

If you do not see the described feature available in Bill.com, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for Bill.com and upgrade accordingly or contact the Administrator of your Bill.com account. Changes in monthly user fees may apply.