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Importing Accounts Receivable from Sage Intacct into Excel gives you a live view of what customers owe.
This guide shows you how to connect Coefficient, import your Accounts Receivable object, and set up auto-refresh.
TLDR
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Step 1:
Install Coefficient, connect Sage Intacct.
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Step 2:
Select “Import from Objects” → “Accounts Receivable.”
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Step 3:
Click “Import” and verify fields.
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Step 4:
Enable auto-refresh for continuous updates.
Step-by-Step Guide
What Sage Intacct Data is Imported?
- Bills
- Customers
- Deposits
- Expense Reports
- Fund Transfers
- Invoices
- Journal Entries
- Payments
- Tax Details
- Vendors
- Accounts Payable
- Accounts Receivable
Importing Bank Interest Income/Charges from Sage Intacct into Excel gives you clear insight into bank fees and earnings.
This guide covers connecting Coefficient, importing your Bank Interest Income/Charges object, and automating refresh.
TLDR
-
Step 1:
Install Coefficient, connect Sage Intacct.
-
Step 2:
Select “Import from Objects” → “Accounts Receivable.”
-
Step 3:
Click “Import” and verify fields.
-
Step 4:
Enable auto-refresh for continuous updates.
Step-by-Step Guide
What Sage Intacct Data is Imported?
- Bills
- Customers
- Deposits
- Expense Reports
- Fund Transfers
- Invoices
- Journal Entries
- Payments
- Tax Details
- Vendors
- Accounts Payable
- Accounts Receivable
| Objects | |
| Accounts Receivable | |
| Bank Interest Income/Charges | |
| Charge Card Transactions | |
| Charge Payoffs | |
| Charge Payoff Lines |
| How to get Bank Interest Income/Charges from Sage Intacct? | 1. Open Coefficient pane → “Import from Objects.”2. Select “Bank Interest Income/Charges” → “Import.”Coefficient brings live fee data into Excel. |
| How do I get a list of Bank Interest Income/Charges in Sage Intacct? | Use “Import from Objects,” choose “Bank Interest Income/Charges.”All bank charge entries load instantly. |
| How to export Bank Interest Income/Charges to Excel? | Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct. |
| How do I update Bank Interest Income/Charges from Excel to Sage Intacct? | Choose “Export to Sage Intacct,” configure mappings, then “Update.”Edits push back into Sage Intacct. |
| How to send email alerts about Bank Interest Income/Charges data? | Configure an email automation in Coefficient.Select fee fields and schedule.Receive notifications on interest changes. |
Related Sage Intacct Use Cases
How to Import Vendors Data from Sage Intacct into Google Sheets
Learn how to easily import live Sage Intacct Vendors data into Google Sheets using Coefficient for streamlined vendor management and reporting.
How to Import Users Data from Sage Intacct into Google Sheets
Learn how to easily import live Sage Intacct Users data into Google Sheets using Coefficient for streamlined user analysis and reporting.
How to Import Tax Details Data from Sage Intacct into Google Sheets
Learn how to easily import live Sage Intacct Tax Details data into Google Sheets using Coefficient for streamlined tax analysis and reporting.
Frequently Asked Questions
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How to get Accounts Receivable from Sage Intacct?
1. Open Coefficient pane → “Import from Objects.”2. Select “Accounts Receivable” → “Import.”Coefficient loads live receivables into Excel.
-
How do I get a list of Accounts Receivable in Sage Intacct?
Use “Import from Objects,” choose “Accounts Receivable.”All open invoices appear instantly.
-
How to export Accounts Receivable to Excel?
Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct.
-
How do I update Accounts Receivable from Excel to Sage Intacct?
Choose “Export to Sage Intacct,” configure mappings, then “Update.”Edits push back into Sage Intacct.
-
How to send email alerts about Accounts Receivable data?
Configure an email automation in Coefficient.Select AR fields and schedule.Get notified on balance changes.
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