Console templates overview

Console templates contain a custom set of structural information that you can use to create a new Intacct instance. An instance refers to a client or entity. Depending on your console type, you can create a new client or entity.

When you create an instance, select a console template during setup. The structural information is copied into the new instance to save you time. Then, you can change that information as applicable during setup.

Structural information includes:

  • Master lists, such as the chart of accounts and account groups.

  • Accounting settings, such as the reporting method and currency format.

  • Accounts Receivable and Accounts Payable configurations.

Console templates do not include the following data:

  • Transactions

  • Customers

  • Suppliers

  • Items

  • Bank account numbers

When do I use a console template?

Users in a console with administrative privileges and the appropriate permissions can use a console template when they create a new instance. The console templates are only applicable to the type of client or entity that you can create within your console. For example, a user in a Partner console can create demos or debug types, but cannot create production types.

Console templates are only available to the following users:

  • Partner (VAR)

  • Management

  • Accountant (SIAP / BPO)