Intacct sync: Adding Chart of Accounts to Items used on bills or invoices

With Intacct, Chart of Accounts can be added to Items used on Bills or Invoices. By default, this setting is set to Yes. To turn off this setting:

  1. Click the gear icon
  2. Click Preferences under Accounting
  3. Click the edit icon
  4. Select No for Show Chart of Accounts on Bill and Invoice Items
  5. Click Save

If you do not see the described feature available in, 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 and upgrade accordingly or contact the Administrator of your account. Changes in monthly user fees may apply.