---
title: "Use automatic project synchronization with Intacct"
slug: "use-automatic-project-synchronization-with-intacct"
updated: 2026-05-19T18:23:59Z
published: 2026-05-19T18:23:59Z
---

> ## 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.

# Use automatic project synchronization with Intacct

## Overview

Automatic project synchronization pushes ServiceTitan jobs and projects to Sage Intacct as Intacct project records before any financial transaction that references them is exported. This removes the manual dependency of creating projects in Intacct before exporting financial data.

When this setting is active, ServiceTitan queues jobs and projects for synchronization to Sage Intacct in the background. This prevents "project not found" export failures and keeps both systems aligned without manual intervention.

---

### 

#### 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. Contact [Technical Support](http://go.servicetitan.com/ask) for details.
- This feature requires the *Enable Intacct Projects* setting to be enabled. For more, see [Set up the Intacct integration with ServiceTitan](https://help.servicetitan.com/how-to/authenticating-verifying).

## Things to know

- This setting only applies to jobs and projects created or updated after it is enabled. It does not retroactively sync records created before activation.
- The sync runs as a background task. There may be a short delay (seconds to a few minutes) between when a job or project is created in ServiceTitan and when it appears in Sage Intacct.
- If the Intacct connection is in an error state, the background sync queue does not process. Resolve connection errors promptly to avoid a backlog.
- Once this setting is active and working, no manual steps are needed during normal operation.

## Understand the setting hierarchy

The Intacct project-related settings are nested under *Integration Settings*. The parent setting must be on before you can enable its sub-settings.

| **Setting** | **Requires** | **Purpose** |
| --- | --- | --- |
| Enable Intacct Projects | Top-level setting | Enables exporting job and project data with financial records |
| Enable Customer-Project Linkage | Enable Intacct Projects | Links the Intacct customer record to a single project |
| Enable Project Automatic Synchronization | Enable Intacct Projects | Auto-syncs jobs and projects to Intacct when created or updated |
| Enable Parent Project Mapping | Enable Intacct Projects | Syncs ServiceTitan projects as parent-level Intacct projects; jobs roll up under them |

## Prerequisites

Before enabling this feature, confirm all of the following are in place:

- Sage Intacct integration is active. Verify at **Settings > Accounting > Sage Intacct**.
- The **Enable Intacct Projects** toggle is on. This is the parent setting. Automatic project synchronization is unavailable without it.
- Your Intacct connection credentials are saved and active.
- The Sage Intacct account is accessible and the integration is not in an error state.
- (Optional) The **Enable Parent Project Mapping** toggle is on. This is required if ServiceTitan projects should sync as parent-level Intacct projects.

## Enable automatic project synchronization

1. Go to the top toolbar and click **Settings**.
2. In the side panel, go to **Accounting > Sage Intacct**.
3. Scroll to the *Integration Settings* card.
4. Verify that the **Enable Intacct Projects** toggle is on.
5. Directly beneath it, find **Enable Project Automatic Synchronization** and set the toggle to on.

> [!NOTE]
> **Note:** The Enable Project Automatic Synchronization toggle is disabled when Enable Intacct Projects is off. Enable the parent setting first and save before toggling this sub-setting.
6. When finished, click **Save**.

## Understand what gets synced

The table below describes what happens for each type of event when this setting is active.

| **Event** | **What gets synced** | **Additional setting required** |
| --- | --- | --- |
| Job created in ServiceTitan | Job syncs to Intacct as a project record | Enable Intacct Projects must be on |
| Project created in ServiceTitan | Project syncs to Intacct as a parent project record | Enable Parent Project Mapping must be on |
| Project updated in ServiceTitan (name change) | Project record updates in Intacct | Use Project Name for Intacct Project Name must be on |

## Before and after comparison

| **Scenario** | **Without auto sync** | **With auto sync** |
| --- | --- | --- |
| Job created, invoice exported immediately | Export may fail. Intacct project does not exist yet | Job syncs to Intacct automatically before export |
| Project created, bill exported against it | Export may fail. Parent project not yet in Intacct | Project syncs to Intacct before export |
| Project renamed in ServiceTitan | Intacct retains the old name until a manual sync | Intacct project name updates automatically |
| Job created, no financial export yet | No action taken | Job queued for Intacct sync in the background |

## Verify the feature is working

After enabling the feature:

1. Create a new job or project in ServiceTitan.
2. Wait a few moments for the background sync to process.
3. In Sage Intacct, go to *Projects* and confirm the new project record appears.
4. Export a financial transaction tied to that job or project. It should export without a "project not found" error.

## Troubleshoot common issues

| **Issue** | **Likely cause** | **Resolution** |
| --- | --- | --- |
| Toggle is disabled and cannot be enabled | The *Enable Intacct Projects* toggle is off | Enable the parent toggle first, then save |
| Jobs not appearing in Intacct after creation | Auto sync is off, or the integration is not active | Verify the toggle is on and the Intacct connection is active (no auth errors) |
| Projects not syncing automatically | *Enable Parent Project Mapping* is off | Enable Parent Project Mapping. Required for projects (not just jobs) to auto-sync |
| Project name in Intacct is outdated | *Use Project Name for Intacct Project Name* is off | Enable the setting so name-change updates sync automatically |
| Export still fails with "project not found" | Sync has not yet completed (background delay) | Wait for the sync queue to process. If persistent, check the sync queue for errors |
| Auto sync was on but projects are missing | The Intacct connection was inactive or credentials expired | Re-authenticate the Intacct connection. Skipped syncs do not retroactively re-trigger |
| Historical jobs are missing in Intacct | Auto sync only applies to records created after the feature is enabled | Manually export or re-sync older records through the accounting sync queue |

## Related settings reference

| **Setting** | **Location** | **What it does** |
| --- | --- | --- |
| Enable Intacct Projects | **Settings > Accounting > Sage Intacct** | Required parent setting. Enables job and project data to be included with financial exports |
| Enable Project Automatic Synchronization | **Settings > Accounting > Sage Intacct** (sub-toggle) | Auto-syncs jobs and projects to Intacct on creation or update |
| Enable Parent Project Mapping | **Settings > Accounting > Sage Intacct** (sub-toggle) | Makes ServiceTitan projects sync as parent-level Intacct projects. Jobs roll up under them |
| Enable Customer-Project Linkage | **Settings > Accounting > Sage Intacct** (sub-toggle) | Links the Intacct customer record to a single project |
| Use Project Name for Intacct Project Name | **Settings > Accounting > Sage Intacct** | When on, the Intacct project name mirrors the ServiceTitan project name and syncs on rename |

## Want to learn more?

- See [Intacct Onboarding Step 1: Set up the Intacct Integration with ServiceTitan](/v1/docs/intacct-onboarding-step-1-set-up-the-intacct-integration-with-servicetitan)
- See [Understand data mapping in Intacct](/v1/docs/understand-data-mapping-in-intacct)
- See [Export to Intacct](/v1/docs/export-to-intacct)
- See [Budget Codes overview](/v1/docs/budget-codes-overview)