FloQast relies on the Reporting Periods that you set up in Intacct. These Reporting Periods align with the monthly periods in FloQast to ensure the correct balances are displayed.
An Intacct Admin needs to manually create the Accounting Periods for the next Fiscal Year. To ensure that there is no interruption in your FloQast:Intacct sync, we highly recommend setting these Accounting Periods up prior to the start of the fiscal year! If you are unsure if they are set up, you can follow Step 1 to check. If you find that they are not created, please follow Step 2 and Step 3 to create them in Intacct.
To create Reporting Periods for the next year, click:
1. Company -> Reporting Periods
You will see a list of your Reporting Periods that are already set up.
2. Click "Add" in the upper right-hand corner
3. Fill in the appropriate fields and hit "Save"