Intacct Sync - AR Collections

Connection Status

Click "Test Connection" to verify your Intacct credentials

Sync All Open Invoices

Pull all open AR invoices across all entities. New invoices are imported, existing ones are updated with latest balances.

Sync by Entity

Pull invoices for a specific entity only.

Sync by Customer

Download Invoice PDFs from Intacct

Download invoice PDFs from Intacct's Order Entry. Uses the safe retrievepdf API — no emails are triggered.

Re-download PDFs even if they already exist locally

Sync Activity

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Run a sync to see activity here