Intacct - Link to Invoice in Beanworks

Modified on Thu, 09 Feb 2023 at 12:41 PM

Our integration with Intacct includes a link to the invoice in Beanworks, this link can be found just above the line items table in intacct.

  • If you are in an Edit mode of the invoice in Intacct entry, the link shows as a text. So you would have to copy and paste the link into your browser. 

  • If you are in a View mode of the invoice in Intacct entry, then the link is clickable takes you to directly to  invoice in Beanworks.

Please see the following guide on how to set up the link.

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