Intacct sync: Chart of Accounts

  • To make a Chart of Account type Bank or Credit Card in, a bank account or charge account will need to be created in Intacct and associated to the corresponding Chart of Account.

  • 1099 information/flags do not sync between and Intacct. We recommend managing 1099 information in Intacct directly

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.