Company setup checklist overview

Use the Company Setup Checklist to do the following:

  • Add accounting data to a new company.
  • Quickly clear some or all the records from an existing company.
  • Choose which parts of your existing accounting package that you want to import.
  • Upload external lists to avoid entering the data manually.
If you are a new user and are unfamiliar with how to navigate and use Sage Intacct, go to Company navigation. You can follow the links to gain a basic understanding of system controls. You can also access the same information by going to Intacct Basics > Navigation in the Help Center.

About the Company setup checklist

When an item has a check mark next to it, its setup is complete.

Master lists

  • Select Create to open the application and create a record.

  • Select Import to import information from CSV or Excel files.

  • Select Default Import to have Intacct create a list of default items.

  • Select Template to download an Excel .xls template. In addition to standard columns, Intacct templates include columns for the following:

    • Dimensions enabled in your company.

    • Custom fields that you created.

    • Custom objects that you created.

    • Standard fields.

    • Custom fields.

    • Descriptions of requirements for each standard field.

  • Select View to see any records that you already have.