Intacct Onboarding Step 6: Set up inventory with Intacct

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Overview

If you are subscribed to the Inventory Control Module in Intacct, you will need to configure your ServiceTian Inventory settings.

Note: If you wish to use the Inventory Control Module on Intacct, please contact your Intacct consultant.


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.

Set up inventory with Intacct

In order to configure your Inventory module with Intacct, complete the following:

  • Ensure the Inventory module setup is complete. Refer to the Guide to Inventory for setup instructions.

  • Link warehouses to Intacct entities in ServiceTitan.

To link warehouses to Intacct entities in ServiceTitan, complete the following:

  1. Navigate to Settings > Inventory > Trucks & Warehouses.

  2. Click the Warehouses tab.


    Interface showing warehouse management options including adding and activating warehouses.

  3. Click Edit for the Warehouse you wish to map to an Intacct entity.

  4. From the Intacct Entity dropdown, select an entity or location.


    Form fields for assigning templates and selecting contact managers in a software interface.

  5. Click Save.

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