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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Importing Checking Account Reconciliations from Sage Intacct into Excel gives you live reconciliation status for each account.
This guide shows you how to connect Coefficient, import your Checking Account Reconciliations object, and automate refresh.
TLDR
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Step 1:
Install Coefficient, connect Sage Intacct.
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Step 2:
Select “Import from Objects” → “Checking Account Reconciliations.”
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Step 3:
Click “Import,” verify fields.
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Step 4:
Enable auto-refresh for ongoing updates.
Step-by-Step Guide
Complete Sage Intacct Object List
Bills
- Deposits
- Fund Transfers
- Journal Entries
- Tax Details
- Accounts Payable
- Bank Interest Income/Charges
- Charge Payoffs
- Checking Account Reconciliations
- Other Receipts
- Audit History
- Entities
- Offline Jobs
Customers
- Expense Reports
- Invoices
- Payments
- Vendors
- Accounts Receivable
- Charge Card Transactions
- Charge Payoff Lines
- Credit Card Charges/Other Fees
- Advanced Audit Trails
- Contacts
- Locations
- Roles
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 Checking Account Reconciliations from Sage Intacct?
1. Open Coefficient pane → “Import from Objects.”2. Select “Checking Account Reconciliations” → “Import.”Coefficient syncs your reconciliation data into Excel.
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How do I get a list of Checking Account Reconciliations in Sage Intacct?
Use “Import from Objects,” choose “Checking Account Reconciliations.”All reconciliation records load instantly.
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How to export Checking Account Reconciliations to Excel?
Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct.
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How do I update Checking Account Reconciliations from Excel to Sage Intacct?
Choose “Export to Sage Intacct,” configure mappings, then “Update.”Edits push back into Sage Intacct.
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How to send email alerts about Checking Account Reconciliations data?
Configure an email automation in Coefficient.Select reconciliation fields and schedule.Receive notifications on reconciliation status.
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