Reconnect MineralTree to Intacct

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Audience: Accounting Manager

Summary: Reviews how to reconnect to Intacct to MineralTree

If you have been set up in MineralTree and previously synced with Intacct, but you see that it is disconnected, you will have to reconnect it using your Intacct Administrator credentials.  This is usually related to changes made to the Intacct administrator user registered with the sync. This could include:

  • Intacct user's password was changed
  • Intacct user's permissions were changed
  • Intacct user was made inactive / was deleted

To reconnect, log into MineralTree as an Accounting Manager user.  Navigate to Company Profile by clicking your initials on the top right of the navigation bar. 

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Click on the "Connect to Intacct" in the upper left corner.

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A pop-up will appear asking for an Intacct user to register for the sync.  If the password was changed, you simply can enter the same user that was registered previously and their new password.  

 

 

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