Category: Sage Intacct

Accessing your Sage Intacct Journal Entries data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance team.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Sage Intacct Journal Entries data into Google Sheets using Coefficient.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Sage Intacct in the list of connectors. You’ll be guided to connect your Sage Intacct account securely.

Step 2: Import Sage Intacct Journal Entries Data

After connecting, you’ll see options for importing data from Sage Intacct.

• Select the “Journal Entries” object from the available options.
• Choose the specific journal entries you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Sage Intacct Journal Entries data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Sage Intacct based on your schedule.

Accessing your Sage Intacct Fund Transfers data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance team.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Sage Intacct Fund Transfers data into Google Sheets using Coefficient.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Sage Intacct in the list of connectors. You’ll be guided to connect your Sage Intacct account securely.

Step 2: Import Sage Intacct Fund Transfers Data

After connecting, you’ll see options for importing data from Sage Intacct.

• Select the “Fund Transfers” object from the available options.
• Choose the specific fund transfers you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Sage Intacct Fund Transfers data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Sage Intacct based on your schedule.

Accessing your Sage Intacct Expense Reports data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance team.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Sage Intacct Expense Reports data into Google Sheets using Coefficient.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Sage Intacct in the list of connectors. You’ll be guided to connect your Sage Intacct account securely.

Step 2: Import Sage Intacct Expense Reports Data

After connecting, you’ll see options for importing data from Sage Intacct.

• Select the “Expense Reports” object from the available options.
• Choose the specific expense reports you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Sage Intacct Expense Reports data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Sage Intacct based on your schedule.

Accessing your Sage Intacct Employee Positions data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance and operations teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Sage Intacct Employee Positions data into Google Sheets using Coefficient.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Sage Intacct in the list of connectors. You’ll be guided to connect your Sage Intacct account securely.

Step 2: Import Sage Intacct Employee Positions Data

After connecting, you’ll see options for importing data from Sage Intacct.

• Select the “Employee Positions” object from the available options.
• Choose the specific employee positions you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Sage Intacct Employee Positions data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Sage Intacct based on your schedule.

Accessing your Sage Intacct Entities data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance team.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Sage Intacct Entities data into Google Sheets using Coefficient.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Sage Intacct in the list of connectors. You’ll be guided to connect your Sage Intacct account securely.

Step 2: Import Sage Intacct Entities Data

After connecting, you’ll see options for importing data from Sage Intacct.

• Select the “Entities” object from the available options.
• Choose the specific entities you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Sage Intacct Entities data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Sage Intacct based on your schedule.

Accessing your Sage Intacct Deposits data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance team.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Sage Intacct Deposits data into Google Sheets using Coefficient.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Sage Intacct in the list of connectors. You’ll be guided to connect your Sage Intacct account securely.

Step 2: Import Sage Intacct Deposits Data

After connecting, you’ll see options for importing data from Sage Intacct.

• Select the “Deposits” object from the available options.
• Choose the specific deposits you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Sage Intacct Deposits data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Sage Intacct based on your schedule.

Accessing your Sage Intacct Credit Card Charges/Other Fees data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance team.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Sage Intacct Credit Card Charges/Other Fees data into Google Sheets using Coefficient.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Sage Intacct in the list of connectors. You’ll be guided to connect your Sage Intacct account securely.

Step 2: Import Sage Intacct Credit Card Charges/Other Fees Data

After connecting, you’ll see options for importing data from Sage Intacct.

• Select the “Credit Card Charges/Other Fees” object from the available options.
• Choose the specific data you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Sage Intacct Credit Card Charges/Other Fees data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Sage Intacct based on your schedule.