In this video, Karen Hanley from RKL eSolutions discusses how to create a template and a new instance in Intacct for users with a distributed console. She explains the necessary preliminary steps, such as purchasing additional entities and setting up unique instance identifiers, and walks through using the template wizard. Additionally, Karen highlights the importance of using the correct templates, like the Quick Start or custom templates, to ensure a smooth setup process for new Intacct instances.

• Before creating a new instance in Intacct, ensure that all additional entities are purchased in advance.
• Templates in Intacct allow users to replicate configurations and account setups across multiple instances.
• Each instance in Intacct requires a unique company ID, which must be unique across all Intacct customers, not just within a single organization.