Category: Sage Intacct

Accessing your Sage Intacct Charge Payoffs 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 Charge Payoffs 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 Charge Payoffs Data

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

• Select the “Charge Payoffs” object from the available options.
• Choose the specific charge payoffs 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 Charge Payoffs 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 Checking Account Reconciliations 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 Checking Account Reconciliations 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 Checking Account Reconciliations Data

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

• Select the “Checking Account Reconciliations” object from the available options.
• Choose the specific reconciliations 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 Checking Account Reconciliations 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 Charge Payoff Lines 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 Charge Payoff Lines 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 Charge Payoff Lines Data

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

• Select the “Charge Payoff Lines” object from the available options.
• Choose the specific charge payoff lines 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 Charge Payoff Lines 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 Charge Card Transactions 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 Charge Card Transactions 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 Charge Card Transactions Data

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

• Select the “Charge Card Transactions” object from the available options.
• Choose the specific transactions 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 Charge Card Transactions 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 Bills 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 Bills 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 Bills Data

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

• Select the “Bills” object from the available options.
• Choose the specific bills 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 Bills 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 Bank Interest Income/Charges 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 Bank Interest Income/Charges 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 Bank Interest Income/Charges Data

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

• Select the “Bank Interest Income/Charges” 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 Bank Interest Income/Charges 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 Audit History 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 Audit History 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 Audit History Data

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

• Select the “Audit History” object from the available options.
• Choose the specific audit history records 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 Audit History 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 Advanced Audit Trails 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 Advanced Audit Trails 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 Advanced Audit Trails Data

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

• Select the “Advanced Audit Trails” object from the available options.
• Choose the specific audit trails 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 Advanced Audit Trails 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 ACCOUNTS PAYABLE 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 ACCOUNTS PAYABLE 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 ACCOUNTS PAYABLE Data

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

• Select the “ACCOUNTS PAYABLE” object from the available options.
• Choose the specific accounts payable 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 ACCOUNTS PAYABLE 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.