Identifying Internal Book IDs - Sage Intacct Integrations

Martus is normally configured to read from either the ACCRUAL or CASH books within Intacct. 

However, Martus can be configured to read activity from a different book, or from additional books. 

In order to do this, you must provide Martus with the desired book’s internal book ID, not the name of the book that is shown on the Sage Intacct screens.  

Once you know the internal book ID that you wish to have Martus use, log a ticket with Martus Support to update your Martus configuration to include that book ID. 

Step 1: Within Sage Intacct create a custom report by selecting Company > Reports > All > Custom Reports

Step 2: Select 'GL Journal' as the 'Primary Data Source' and then click 'Next'

Step 3: Select the following fields and then hit the drop down at the top and change it to 'Save and Add to Menu'

Step 4: Fill out the boxes and name your report whatever you would like and hit 'Save'

Step 5: Run the report and provide Martus with the Book ID