Pull Adjustment Lines from Sage Intacct into Excel to get transaction-level detail for audit and reconciliation. This guide covers installing Coefficient, importing line items, and enabling auto-refresh.
TLDR
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Step 1:
Install Coefficient and connect to Sage Intacct.
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Step 2:
Select “Import from Objects” > “Adjustment Lines.”
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Step 3:
Apply filters if needed, then click Import.
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Step 4:
Enable auto-refresh for live updates.
Step-by-Step Guide



What Sage Intacct Data Is Imported?
Rate Table Timesheet Entries
- Rate Table Credit Card Entries
- Rate Table Employee Expense Entries
- Rate Table Accounts Payable Entries
- Rate Table General Ledger Entries
- Standard Tasks
- Contract Expenses
- Contracts
- Employees
- Expense Adjustments
- Adjustment Lines
- Expense Payment Types
- Expense Reports
Frequently Asked Questions
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