How to set up an Intacct integration

We integrate directly with Intacct, which automatically pushes expense data into your accounting software for both reimbursable expenses (bills and bill payments) as well as corporate card transactions (Charge Card Transactions). Here's how to set it up! 

Determine whether you have user-based permissions or role-based permissions in Intacct.

Intacct has two permissions settings: user-based permissions and role-based permissions. Depending on which one applies to you, follow the instructions below.

If you're not sure which type you have, you can check by navigating to company > company info:

Scroll down to Global Settings, and you'll see which Permission type your account is:

If you have user-based permissions:

Step 1: Create a new user

This is the user that will authorize the connection between Abacus and Intacct. 

Navigate to the Company tab, and select Users:

Then click Add User:

User ID: This should be AbacusLabs to identify the user role that will facilitate the integration (this needs to be unique!)

First and Last Name: This can be "Abacus" and "Labs" - again, we're just creating this role specifically for the purposes of the integration, and this information must be unique to this user.

Email address: Please note that you will need access to this email address, but the email address also can't overlap with any other email address tied to a previous user in Intacct. If your email is hosted by gmail, you can add a unique identifier to the address by adding a plus sign (i.e. yourname+intacct@company.com)

Then, click Save!

**Please double check with your Intacct rep about incurring additional charges!** 

Next, enter your Intacct password: 

Next, make sure each of these permissions is checked off, and click Save:

Check your email! You should have received an email with some important identifying information:

Head back to your Abacus account, and click "Connect to Intacct": 

You'll be prompted to enter in the information found in the email you just received from Intacct: 

Congratulations - Abacus and Intacct are now connected! Please scroll down to the section on customizing your integration below.

If you have Role-based permissions in Intacct: 

Step 1: Add a role

  1. Point to  Company and click the plus icon next to Roles. The Roles Information page appears.
  2. In the Name field, add a name for the role (this can be Abacus). You can't change this name after you save the role.
  3. Optionally, enter a description of the role.
  4. Click Save. The Roles Subscriptions page appears. On this page, make sure the following subscriptions are checked off:
  5. For each subscription, click into the Permissions setting one at a time.
  6. When you have finished assigning permissions to the role, click Save.

The Modules that we need ALL permissions for are: 

  • Cash Management - Charge Card transactions
  • Accounts Payable - Bills and Manual Payment 

The Modules that we need List and View permissions for are: 

  • Department
  • Location
  • Class
  • Projects
  • General Leger
  • Charge Card Accounts
  • Checking accounts
  • Savings accounts
  • etc.

Step 2: Create Abacus User

This is the user that will authorize the connection between Abacus and Intacct. 

Navigate to the Company tab, and select Users:

Then click Add User:

User ID: This should be AbacusLabs to identify the user role that will facilitate the integration (this needs to be unique!)

First and Last Name: This can be "Abacus" and "Labs" - again, we're just creating this role specifically for the purposes of the integration, and this information must be unique to this user.

Email address: Please note that you will need access to this email address, but the email address also can't overlap with any other email address tied to a previous user in Intacct. If your email is hosted by gmail, you can add a unique identifier to the address by adding a plus sign (i.e. yourname+intacct@company.com)

Then, click Save!

**Please double check with your Intacct rep about incurring additional charges!** 

Next, enter your  Intacct password: 

Step 3: assign the user to the Abacus role 

If your company uses role-based permissions, go to the user's record (Company > Users > Edit) to assign a role to a user.

Assign a role to a user:

  1. On the User Information screen, click the Roles Information tab.
  2. In the Role Name text box, click the down arrow to see a list of roles from which to choose. Then click to select a role for the new user. Optionally, you can create a new role for the user.
  3. When you finish entering information, click Save to save your changes and display the list of users.

Customizing your Intacct Integration

There are a few more things you need to do in your Accounting Sync settings page in Abacus to finalize the integration with Intacct. 

First, select a default bookkeeping category. This is the account that will be assigned to any expense that syncs to Intacct without a category:

Next, select the bank account from which you'll be issuing reimbursements. This is the register where bills and bill payments will sync to:

If you are managing corporate cards in Abacus, you'll need to select the registers that you want the corporate card transactions to sync to. You have the option to sync to a single card feed, or multiple card feeds if you have separate feeds per card, or if you're managing multiple card programs in Abacus. 

The last step is to head to your Categories page and map your categories to your chart of accounts. 

If you don't see a card account to map to, you will need to create Credit Card accounts in Intacct. This feature is specifically for corporate card management in Intacct. To set up an account, go to Cash Management, and then Open set up (bottom right): 

Then select Charge Card Accounts, and fill out the details according to your corporate cards. 

Mapping custom fields in Abacus to Intacct 

You can create an unlimited amount of custom Team and Expense fields to add additional information to each expense. These fields can map to Class, Department, Location, Customer, Item in Intacct. Learn more about how to map these fields to Intact by checking out the related support articles below! 

Still need help? Contact Us Contact Us