How to navigate Intacct

Overview

This article provides an overview of how to navigate Intacct when working with data exported from ServiceTitan. It outlines the dimensions ServiceTitan updates during export and shows where each dimension appears in Intacct. You’ll also find a complete list of transaction types ServiceTitan sends to Intacct and where to locate those transactions within the Intacct interface.

Who uses this feature

Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Applies to all trades

Feature configuration

Account configuration is required to use this feature. Please contact Technical Support for details.
Accounting and email permissions are required to use this feature. Please contact the account administrator on your team.
The [permission] is required to use this feature. Please contact the account administrator on your team.

Dimensions

You can use dimensions to tag transactions in Intacct. ServiceTitan will tag transactions for you upon export to Intacct. Intacct uses these tags to provide enriched reporting features, based on what information you need to see.

You can quickly access all your dimensions in Intacct under Company In Intacct. Navigate to Company > Dimensions to view all the dimensions that ServiceTitan interacts with.

The following are the dimensions that ServiceTitan interacts with:

ServiceTitan	Intacct	Where to find it in Intacct
Customers	Customers	Accounts Receivable > Lists > Customers
Vendors	Vendors	Accounts Payable > Lists > Vendors
Items	Items	Order Entry > Lists > Items or Purchasing > Lists > Items or Inventory Control > Lists > Items
Business Unit	Departments	Company > Dimensions > Departments
Intacct Location	Locations	Company > Dimensions > Locations
Jobs	Jobs	Company > Dimensions > Jobs or Jobs > Lists > Job
Trucks	Warehouses	Company > Dimensions > Warehouses or Inventory > Setup Lists > Warehouses
Warehouses	Warehouses	Company > Dimensions > Warehouses or Inventory > Setup Lists > Warehouses

Transactions

This is a comprehensive list of all the transactions ServiceTitan exports to Intacct. The table below specifies the ServiceTitan transaction name, the Intacct transaction name, and where to find it in Intacct. You can find some of the same transactions in multiple sections of Intacct, which are listed here:

ServiceTitan	Intacct	Where to find it in Intacct
Beginning Balances	Beginning Balances	Inventory Control > Transactions > Beginning Balances
Inventory Adjustments	Adjustment Decrease / Adjustment Increase	Inventory Control > Transactions > Adjustment Decrease / Adjustment Increase
Inventory Returns	Purchasing Debit Memo	Purchasing > Transactions > Purchasing Debit Memo
Inventory Transfers	Warehouse Transfers or SYS Warehouse Transfer In / SYS Warehouse Transfer Out	Inventory Control > Activities > Warehouse Transfers or For the Transaction Definition: Inventory Control > Transactions > SYS Warehouse Transfer In / SYS Warehouse Transfer Out
Invoices	Sales Invoice or Invoices	For the Transaction Definition: Order Entry > Transactions > Sales Invoice or For the AR Invoice: Accounts Receivable > Transactions > Invoices
Jobs	Jobs	Jobs > Lists > Jobs
Payment	Account Adjustments	Accounts Receivable > Lists > Account Adjustments Payments export from ServiceTitan to Intacct as Account Adjustments when the amount is negative.
Payment	Advances	Accounts Receivable > Lists > Advances Payments export from ServiceTitan to Intacct as Advances when the payment is exported before the invoice.
Payment	Posted Payments	Accounts Receivable > Lists > Posted Payments Payments export from ServiceTitan to Intacct as Posted Payments when the payment is exported after the invoice.
Receipt	PO Receiver or Vendor Invoice	Purchasing > Transactions > PO Receiver or Purchasing > Transactions > Vendor Invoice In ServiceTitan you can specify which transaction definition you want to export Inventory Receipts to in Intacct.

Want to learn more?

See Intacct