Intacct Sync Guide: Requirements for Intacct Settings

Table of Contents

The following article highlights the required settings per module in Intacct. These settings are required in order to avoid sync errors and optimize the integration between PayMaker and Intacct.

Cash Management

In Intacct, navigate to Cash Management > Open Setup > Configure Cash Management and set the following preference:

Accounting

  1. Uncheck Account labels

  2. Click Save

Accounts Payable

In Intacct, navigate to Accounts Payable > Open Setup > Configure Accounts Payable and set the following preferences:

Accounting settings

Set Summary frequency fields to Daily or Monthly

Enable functionality

  1. Ensure Enable account labels is unchecked
  2. Ensure Enable reclassification for bills and adjustments is checked
  3. Ensure Enable reversal of unpaid bills is unchecked
    • This will ensure that updates to unpaid bills are able to sync from PayMaker to Intacct

1099's

Select Enable 1099 flag override

Payment approval settings

Ensure Enable AP Payments approval is unchecked

Document sequencing

If using Vendor Sequence numbering, you’ll need to enable auto-numbering in PayMaker. To determine whether Vendor Sequence numbering is used:

  1. In Intacct, go to Accounts Payable > Configure Accounts Payable
  2. Under Document sequencing, click Vendors
  3. If this field is blank, no Vendor ID sequence is being used and Vendor IDs are entered manually

If using Vendor Sequence numbering, enable auto-numbering in PayMaker:

  1. In PayMaker, click settings
  2. Under Accounting, click Preferences
  3. click Edit
  4. For Vendor Sequence Id, select Use auto-numbering
  5. Save

Once all Accounts Payable preferences have been set, click Save

Accounts Receivable

In Intacct, navigate to Accounts Receivable > Open Setup > Configure Accounts Receivable and set the following preferences:

Accounting settings

  1. Set Summary frequency fields to Daily or Monthly

  2. Click Save

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