Audience: ERP Admin and Accounting Manager
Summary: Reviews how to sync MineralTree with Intacct for the first time.
This article reviews the following:
- How to find your Intacct Company ID
- How to find your Intacct Entity ID
- How to initiate your MineralTree sync
Find your Intacct Company ID
Sign into Intacct to verify your Company ID. This must be entered into MineralTree exactly as it appears in Intacct. To view your Company ID, click on Company > Company Info.
The Company ID will be found on the following page.
Find your Intacct Entity ID
Navigate to Company > Entities.
The Entity IDs are shown in a list on the following page and are made up of numbers only. Please note the Entity ID for the Entity that you would like to use in MineralTree.
How to sync with MineralTree
Sign into your MineralTree account using the welcome email that you've received. You will be prompted to create a new password and agree to the Software License Agreement.
You will be prompted to Configure your Intacct account. This can be done at a later time. Please click "Next" on this screen.
You will be prompted to enter Company ID, Username, Password and Entity for Intacct. This information must match what you have registered in Intacct. If no Entity ID is entered, MineralTree will use the Main Entity from Intacct. Once the correct information has been entered, click Submit.
MineralTree will now sync with Intacct account. This will pull over bills, payments, and historical information. This process will take 10-30 minutes but will only need to be done once.
After the sync has finished, please verify the payment accounts that your funds will be drawn from. You can also modify your starting check number. This indicates the starting check number that MineralTree will use when sending out your check payments. Click Save beside any account that you want to be able to draw funds from for MineralTree payments. Then, click Finish.
You're finished setting up your connection between MineralTree and Intacct. To log out, click Settings > Logout.