Intacct - FAQLast updated on 02/28/2023

Intacct implementations vary in terms of onboarding time. Typically, customers should expect 3-4 months.

ServiceTitan syncs both records (Customers, Vendors, Items, etc.) and transactions (Sales Invoices, Payments, Inventory transactions, etc.) with Intacct. For more information on what we send and what fields we map see How ServiceTitan exports data to Intacct.

Please note that transactions exported from NEXT to Intacct will appear in your real Intacct production environment.

A department is considered a dimension in Intacct. A dimension is simply a tagging feature for transactions. Typically customers will have departments set up in Intacct similarly to business units in ServiceTitan. Locations are another way to tag transactions, typically users create geographic locations, and group their business units using this tag on ServiceTitan.

Note: Locations are required to be mapped on business units in ServiceTitan.

A transaction definition in Intacct is simply a transaction on ServiceTitan. A positive sales invoice in ServiceTitan is a Sales Invoice in Intacct, where the Sales Invoice is the transaction definition. Other examples include Sales Credit Memo, Vendor Invoice, and the PO Receiver.

An Item GL Group is a way to categorize pricebook items so that they all hit the same GL Account when they are used on a transaction definition in Intacct. The GL Account is the account that will be booked with this transaction occurs. You assign GL Groups to pricebook items in ServiceTitan, and you assign GL Accounts to GL Groups in Intacct on the transaction definition itself.

We do not specify which transaction definition receipts export to in Intacct because users can choose. However, we do recommend that receipts are mapped to the PO Receiver in Intacct.

Returns export to the Purchasing section of Intacct as a Purchasing Debit Memo.

Positive Sales Invoices export to the Order Entry section of Intacct as a Sales Invoice.

Negative Sales Invoices export to the Order Entry section of Intacct as a Sales Credit Memo.

The document number in Intacct is the unique ID field. ServiceTitan maps the ST ID to this field in Intacct. For the reference number, ServiceTitan maps the Invoice number to this field in Intacct.