Acumatica overview

Summary view of the Acumatica connection flow and available support

You can share your financial data from this integration using the Intelligent upload method. To do so, click the data sharing link you received via email to open the connection flow. Next, select your accounting software from the list. Then, follow the on-screen instructions to run, download, and share reports. We summarized these steps below.

Upload your bills

1. In the Payables workspace, under Work Area, click Bills and Adjustments.
2. Use the filter row or side panel to set: Status (Open/Closed/All as needed), Post Period or Doc. Date between your start and end dates (e.g., last year to today).
3. (Optional) Filter by Vendor or Vendor Class if you want a subset.
4. Click Refresh (or press Enter) so the grid shows the filtered bills.
5. On the grid toolbar, click the Export to Excel icon (usually a small Excel symbol at the top-right of the grid).
6. Choose Export to Excel (not template) and save the file to your computer.
7. Upload the file to the connection flow.

Upload your suppliers (optional)

1. In the Payables workspace, click Vendors in the Work Area (or under Profiles → Vendors depending on your layout).
2. Use filters if needed: Status = Active only (or include Inactive), filter by Vendor Class if you want only certain types.
3. Ensure the grid shows the columns you want (Name, Status, Class, Terms, Country, etc.); use the gear/settings on the grid header to add/remove columns if permitted.
4. Click the Export to Excel icon on the grid toolbar, then save the file to your computer.
5. Upload the file to the connection flow.

Upload your payments (optional)

1. In the Payables workspace, click Checks and Payments.
2. Set filters in the grid: Doc. Type (Check, Prepayment, etc., or leave All), Status (Released/Open/Voided as required), Doc. Date or Post Period for your reporting range (e.g., last year).
3. (Optional) Filter by Cash Account if you only want one bank account.
4. Click Refresh so the list matches your criteria.
5. Click the Export to Excel icon in the grid toolbar.
6. Save the file to your computer.
7. Upload the file to the connection flow.

Upload your expenses (optional)

1. Use AP Open Documents or a generic inquiry like AP Document Register filtered by Open balance > 0 or Status = Open.
2. Alternatively, in Bills and Adjustments, add a filter where Document Type equals 'Quick Check' or 'Check' to isolate direct-cost transactions.
3. Set the Doc. Date or Post Period to your reporting range (e.g., last year to today).
4. Click Refresh so the grid shows the filtered results.
5. Click the Export to Excel icon on the grid toolbar.
6. Save the file to your computer.
7. Upload the file to the connection flow.