Partner or Accountant console

The Partner console or Accountant console enables CPAs and other professional accountants to manage their online accounting practice through a single interface.

Working from any web-connected computer, accountants can set up, modify, and access any number of client accounts during a single session. Staff and clients can also collaborate on accounts simultaneously, even if they are in different locations. Accountants can create templates that enable them, in just a few selects, to set up online accounting systems for new clients.

New to the Accountant console? Try our training with Sage University.

Applications

This list displays those applications to which your company has subscribed. Select the application link to display its main or "map" page. You might see links for the standard applications that come with your basic Intacct service:

My practice. Use My Practice to establish the basic infrastructure of and manage your Partner or Accountant console. More information.

My instances. Selecting this link displays the Instances list. You can use this list to slide into an instance company to perform functions such as bookkeeping for that instance, provided that the appropriate access is enabled.

Tax export. Selecting this link displays the Tax export list page. The Tax export function essentially enables you to export your book balance to a discrete spreadsheet file to use as part of your clients' year-end tax preparation.

My accounting. Optionally, you might use this application to perform accounting for the console company. When you select the My accounting link, you’re transferred to the Intacct Accounting application.

If you’re using the Accountant console: While you might use My accounting to perform accounting for your own firm, it is not an Intacct best practice. Instead, Intacct recommends that you add your own practice as an instance. You’ll then be able to slide in from the console to perform accounting functions for your own practice.

Instances

This section enables you to select an instance and then slide into that company by selecting Select. Subsequently, that instance is added to the Most recent list so that you can access it quickly.

Instance field. Until you have access to at least one instance, this field is blank. When you select the dropdown list, the Select An Instance list is displayed. Select the instance that you want. Intacct then returns you to the home page and the instance you selected is displayed in the Instance field.

Select button. After you’ve selected an instance from the dropdown list, you can select this button to slide directly into that instance. When you do so, a new window opens and displays the home page for that company.

System message board

Intacct message board displays messages posted by Intacct. You cannot change or delete these messages.

Practice message board

The top five messages are displayed. To see the entire list, or read the details of a long message, select the Show inactive checkbox, which displays the Messages list. Then select View, or Edit link depending on how your permissions are set. If you wish to post a new message, and you have permission to do so, go to My practice and select Practice messages.

Resources

This section lists online training and other resources that your organization might find valuable.