Account categories and account groups for the service industry

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

Depending on if you have admin privileges, do one of the following:

User Verification path
Admin

Go to the Accounting tab in your Company information, then ensure the QuickStart template field is set to Service industry.
Non-admin users

Create a new General Ledger account, then click in the Category field and search for Work in process.

  • If the Work in process category appears, then your organization uses the Services QuickStart template.
  • If you see the Category field but Work in process isn't one of your options, then your organization uses a different QuickStart template.
  • If you don't see the Category field, then your organization doesn't use any QuickStart template.

If your organization doesn't use the Services QuickStart template, but you still want these categories, reports, and dashboards, contact your account manager to discuss your options.

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

You can also view a list of the category-based account groups included with the Services QuickStart in the Account groups library. The Services and General QuickStarts include an account group for EBITDA 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 Services QuickStart.

  1. Go to Reports > Setup > Account groups.

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