Connecting to Intacct

This topic refers to functionality that is not available to accounts on the Quickbase Essential plan. If the functionality described here does not match what you're seeing in Quickbase, your account is probably on this plan.

Connect to Intacct to bring data from Intacct into a connected table in your Quickbase app and keep it in sync automatically.

Note: You must add the sender ID elasticintelligence to the list of Web Services authorizations for your company in Intacct before you can make an Intacct connection for a connected table. See the Web Services authorizations topic in Intacct’s Help for more information.

To connect to Intacct:
  1. From the table bar, click New Table and then select Using connected data.

  2. Name your table, click Next, and then select Intacct.

  3. Enter your Intacct company ID, user name, and password.In the Organization field, enter the Company ID you use when signing in to Intacct.


  4. Create your connected table. See Adding a connected table to your app or click the Help icon in the top right, while creating your table, and we'll guide you along.

View, test, or delete your connections

To view details about your connection and test, change, or delete connections, click the user dropdown on the Global bar, then click My preferences. Your connections display in the My Connections area.

View connected table details and history

To view Details about your connected table, including the connected service, connection owner, connected fields, filter, and schedule for the connected table, access the connection in Table Settings. You can also view a History of recent refreshes, and edit the connection filter, refresh schedule, or switch to use a different connection, if necessary.

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