Sage Intacct sync : Where to add sync user for Multi-Entity setup
Syncing at the Root
To sync the Cashflow360 account with the top level of the M-Console or at the entity level, add the sync user to the top (parent level).
Syncing at the entity level
When syncing at the entity level, create the user at the top(parent level) in Sage Intacct, but in Cashflow360 enter the entity ID you want to sync with (under the Sync > Preferences > Login Info). This will also apply for clients who have multiple entities in Sage Intacct and want to sync at a particular entity level.
ACCOUNT SETUP View all
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