Setup Project accounting

Intacct Projects synchronize with Salesforce Projects.

Intacct Tasks synchronize with Salesforce Tasks.

Both Salesforce objects are custom objects provided by Intacct that are read only and mirror what's in Intacct.

Intacct Projects can be created from Salesforce Opportunities.

If you’re a project-based business, you can use Salesforce to create and track projects from an Opportunity. From Salesforce you can:

  • Create Intacct Projects from Salesforce Opportunities.
  • View project status, percent completed, and progress against tasks in real-time from Intacct, as projects, tasks, and timesheets are updated.

For more information about configuring Salesforce page layouts with Intacct-specific custom fields, see Create a Project from a template.

To enable Project and Task synchronization:

  1. Log in to Intacct as an administrator.

  2. Go to Company > Admin > Subscriptions > Advanced CRM Integration and select Configure.

  3. On the Settings tab, in the Projects and Tasks section of Project Integration, set the following and Save your changes.
  • Enable synchronization
    When checked, synchronization is enabled for Projects and Tasks from Intacct to Salesforce.
You will not see this checkbox if you have not subscribed to the Projects application in Intacct.