Reporting categories and account groups for the General QuickStart

Sage Intacct offers premade account groups based on reporting categories for companies who use the General QuickStart template. These account groups help your company use Intacct and meet your industry needs.

To verify that your company uses the General QuickStart, you need to be an Admin user with permissions to view your company information.

  1. Go to Company > Setup > Configuration > Company.
  2. Go to the Accounting tab.
  3. Ensure that the QuickStart template field is set to General.

You can download a list of reporting categories to see what's included with the General QuickStart template.

You can also view a list of the category-based account groups included with the General QuickStart in the Account groups library. The General QuickStart template includes an account group for EBITDA, which is usable with the Financial Ratios report.

  1. Go to Reports > Setup > Account groups.

  2. Select Create > Create from library to open a list of all account groups included with the General QuickStart.

  1. Go to Reports > Setup > Account groups.

  2. Select Account groups library to open a list of all account groups included with the General QuickStart.