Category: Sage Intacct

How to Import Tax Details Data from Sage Intacct into Excel

Importing Tax Details from Sage Intacct into Excel gives you live access to tax rate and liability information.

This tutorial covers connecting Coefficient, importing your Tax Details object, and automating refresh.

TLDR

  • Step 1:

    Install Coefficient, connect Sage Intacct.

  • Step 2:

    Select “Import from Objects” → “Tax Details.”

  • Step 3:

    Click “Import,” verify fields.

  • Step 4:

    Enable auto-refresh for real-time tax data.

Step-by-Step Guide

Coefficient sidebar menu
Finance and accounting connectors including Sage Intacct
  • Verify & rename Ensure fields like Tax Code, Rate, Description appear correctly; rename headers.
  • Auto-refresh (optional) Click “Refresh,” select a schedule, and save.

    • What Sage Intacct Data is Imported?

    • Journal Entries
    • Payments
    • Tax Details
    • Vendors
    • ACCOUNTS PAYABLE

    How to Import Users Data from Sage Intacct into Excel

    Importing Users from Sage Intacct into Excel lets you maintain an up-to-date list of system users and their details.

    This guide covers connecting Coefficient, importing your Users object, and automating refresh.

    TLDR

    • Step 1:

      Install Coefficient, connect Sage Intacct.

    • Step 2:

      Select “Import from Objects” → “Users.”

    • Step 3:

      Click “Import,” verify fields.

    • Step 4:

      Enable auto-refresh for live user data.

    Step-by-Step Guide

    Coefficient sidebar menu with import option
    Finance and accounting connectors including Sage Intacct
  • Verify & rename Ensure fields like User ID, Name, Email appear correctly; rename headers.
  • Auto-refresh (optional) Click “Refresh,” choose schedule, and save.

    • Complete Sage Intacct Object List

    Bills

    • Deposits
    • Fund Transfers
    • Journal Entries
    • Tax Details
    • ACCOUNTS PAYABLE
    • Bank Interest Income/Charges
    • Charge Payoffs
    • Checking Account Reconciliations
    • Other Receipts
    • Audit History
    • Entities
    • Offline Jobs
    +29 more

    Customers

    • Expense Reports
    • Invoices
    • Payments
    • Vendors
    • ACCOUNTS RECEIVABLE
    • Charge Card Transactions
    • Charge Payoff Lines
    • Credit Card Charges/Other Fees
    • Advanced Audit Trails
    • Contacts
    • Locations
    • Roles
    +29 more

    How to Import Vendors Data from Sage Intacct into Excel

    Importing Vendors from Sage Intacct into Excel ensures your supplier information is always up to date.

    This guide covers connecting Coefficient, importing your Vendors object, and automating refresh.

    TLDR

    • Step 1:

      Install Coefficient, connect Sage Intacct.

    • Step 2:

      Select “Import from Objects” → “Vendors.”

    • Step 3:

      Click “Import,” verify fields.

    • Step 4:

      Enable auto-refresh for live vendor data.

    Step-by-Step Guide

    Coefficient sidebar menu
    Finance and accounting connectors including Sage Intacct
  • Verify & rename Check fields like Vendor ID, Name, Status appear correctly; rename headers.
  • Auto-refresh (optional) Click “Refresh,” choose a schedule, and save.

    • What Sage Intacct Data is Imported?

    • Journal Entries
    • Payments
    • Tax Details
    • Vendors
    • ACCOUNTS PAYABLE

    How to Import Audit History Data from Sage Intacct into Excel

    Importing Audit History from Sage Intacct into Excel shows you every modification made across your system.

    This guide covers connecting Coefficient, importing Audit History, and automating refresh.

    TLDR

    • Step 1:

      Install Coefficient, connect Sage Intacct.

    • Step 2:

      Select “Import from Objects” → “Audit History.”

    • Step 3:

      Click “Import,” verify fields.

    • Step 4:

      Enable auto-refresh for real-time updates.

    Step-by-Step Guide

    Coefficient sidebar menu with import option
    Finance and accounting connectors including Sage Intacct
  • Verify & rename Ensure fields like Record ID, User, Changed Field, Date appear correctly; rename headers.
  • Auto-refresh (optional) Click “Refresh,” choose schedule, and save.

    • Complete Sage Intacct Object List

    Bills

    • Deposits
    • Fund Transfers
    • Journal Entries
    • Tax Details
    • ACCOUNTS PAYABLE
    • Bank Interest Income/Charges
    • Charge Payoffs
    • Checking Account Reconciliations
    • Other Receipts
    • Audit History
    • Entities
    • Offline Jobs
    +29 more

    Customers

    • Expense Reports
    • Invoices
    • Payments
    • Vendors
    • ACCOUNTS RECEIVABLE
    • Charge Card Transactions
    • Charge Payoff Lines
    • Credit Card Charges/Other Fees
    • Advanced Audit Trails
    • Contacts
    • Locations
    • Roles
    +29 more