---
title: "How to navigate Intacct"
slug: "how-to-navigate-intacct"
updated: 2026-03-26T22:02:49Z
published: 2026-03-26T22:02:49Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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](http://go.servicetitan.com/ask) for details.
- [Accounting and email permissions](/v1/docs/send-customer-statements#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](/v1/docs/intacct)