Chargebee integrates with Intacct to sync invoices and reduces manual efforts involved in managing your business financials.
The information below provides step-by-step instructions on how you can integrate your Chargebee site with Intacct. You can set up a Single-Entity or Multi-Entity Sage Intacct account integration with Chargebee.
Before connecting your Intacct account in Chargebee, make sure that you complete the following action in your Intacct account.
As a first step, you need to create a new role for Chargebee API user with specific permissions to Intacct modules based on what is required for the integration. You can follow these steps to create a new role in Intacct:
Click Company > Roles > Add.
Enter the Role details and click Save.
In the Role Subscriptions page, do the following:
Order Entry Transactions Definitions (Add and Edit)
If Tax Solutions module is available then configure the Tax permission as follows:
Customers (Add and Edit)
Items (Add and Edit)
Payment Account Information (View)
Payment Exchange Rate Information (View)
You can now create a new API user for the purpose of this integration and assign the new role to this user.
To create a new user in Intacct, do the following:
Click Company > Users > Add.
Enter the user details, email address and the user name.
Under User type, select Business.
Under Admin privileges, select Full permission.
Navigate to the Role information tab and select the new Role that was created in the previous step.
Create a General Ledger Account in Intacct by following these steps:
Click General Ledger > General Ledger Accounts > Add.
Enter the following details:
Create a checking account in Intacct by following these steps:
You can follow these steps to add transaction definitions for Sales Invoice and Sales Credit Memo in Intacct:
If a Transaction Definition's positing configuration has a warehouse and Customer GL group then it is not supported as part of the integration.