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

Chart of Accounts can be added to Items used on Bills or Invoices in PayMaker. However, this will not sync to Sage Intacct because Sage Intacct does not allow Items to be associated to an account.

By default, this setting is set to Yes in PayMaker. To turn off this setting:

  1. Click Settings
  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 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.