Importing Bills from Sage Intacct into Excel keeps your payables up to date without manual exports.
This guide shows you how to set up Coefficient, import your Bills object, and automate data refresh.
TLDR
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Step 1:
Install Coefficient and connect Sage Intacct in Excel.
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Step 2:
Select “Import from Objects” → “Bills.”
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Step 3:
Click “Import” and verify columns.
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Step 4:
Optionally, set up auto-refresh.
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
Frequently Asked Questions
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