Intacct Home

Integrating Intacct with ServiceTitan brings your financial management and business operations together, making everything run more smoothly. This connection simplifies accounting, reduces the need for manual entry, and gives you an up-to-date view of your business finances.

Setup

Data flow mapping

Download the data flow diagram

What you need to get started & how it works

To get started with our Sage Intacct integration, reach out to your Customer Success Manager (CSM).

Enter financial data once and keep your entire enterprise updated in both ServiceTitan and Intacct. Every transaction completed in ServiceTitan gets synced across every screen, office, and franchise location in your Intacct system.

Advanced setup

Follow these steps to set up and configure your Intacct integration with ServiceTitan.

• Intacct Onboarding Step 1: Set up the Intacct Integration with ServiceTitan

• Intacct Onboarding Step 2: Sync Intacct objects with ServiceTitan

• Intacct Onboarding Step 3: Map business units in ServiceTitan to Intacct reporting dimensions

• Intacct Onboarding Step 4: Map pricebook items to Item GL Groups

• Intacct Onboarding Step 5: Map payment types to GL Accounts

• Intacct Onboarding Step 6: Set up inventory with Intacct

Key workflows

Navigating Intacct

Understand how ServiceTitan interacts with your Intacct and read about the different dimensions and transactions ServiceTitan utilizes for this integration.

• How to navigate Intacct

How data is handled and shared

Discover what data gets transferred and how it's shared between ServiceTitan and Intacct.

• Understand data mapping in Intacct

Intacct workflows

Integrating ServiceTitan with Intacct lets you export transactions, map cost codes and cost types for construction workflows, and automatically synchronize project records between both systems.

• Export to Intacct

• Map cost codes and cost types to Intacct Construction

• Use automatic project synchronization with Intacct

Reporting

Use the following reports to reconcile accounts and monitor your financial performance.

• Intacct Transaction Reconciliation Report - Invoices

• Intacct Transaction Reconciliation Report - Payments

• Transactions Reconciliation Report - Intacct

Troubleshooting and FAQ

Troubleshooting

Refer to these troubleshooting articles for information on how to solve common issues you may encounter.

• Intacct integration error messages

• How to export material and subcontractor costs to Intacct using progressive billing for construction projects

• How to Export a Payment When the Payment Period is Closed

FAQ

Check out some of the most frequently asked questions for the QuickBooks Desktop integration. For more, see Intacct - FAQ.

• How long will an Intacct implementation take?

• What information does ServiceTitan sync to Intacct?

• What are departments and locations in Intacct

• What is a transaction definition?

• How do GL groups and GL accounts differ?