Intacct Sync Guide: Install the Customization Package in Intacct

Installing the customization package is required to successfully integrate and Intacct. A subscription to Customization Services/Platform Services in Intacct is required: 1. Navigate to Company > Subscriptions 2. Select Web Services 3. Click Subscribe

The customization package allows you to do the following:

  • In Intacct, view bill or invoice images you have entered in by clicking View Details in

Intacct Sync - Multi-Entity Setup Guide - view in - NEO

  • In, track Intacct updates for deleted Departments, Locations, Vendors, Accounts, Classes, Customers, Items, Projects, Employees, Bills, and Invoices

Install the customization package

To install the customization package, complete the following steps at the Root/Top Level in Intacct:

  1. Click the following link, or copy/paste it into your browser:
  2. Right-click on the page and select Save As, or click Ctrl+S to save as an XML Document and save it to desktop
    • This will be a one time use file
  3. In Intacct, go to Customization Services/Platform Services > Customization Packages > Add
  4. Select the saved file from your desktop
  5. Click Import