How to Import Contract Expenses Data from Sage Intacct into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import your Sage Intacct Contract Expenses data into Excel using Coefficient for real-time expense tracking.

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Importing Sage Intacct’s Contract Expenses into Excel gives you up-to-the-minute visibility into project costs. This guide covers installing Coefficient, importing contract expense data, and automating refresh.

TLDR

  • Step 1:

    Install Coefficient and connect to Sage Intacct.

  • Step 2:

    Import from Objects > Contract Expenses.

  • Step 3:

    Set filters, then Import.

  • Step 4:

    Enable auto-refresh for live data.

Step-by-Step Guide

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Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

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
+41 more

Frequently Asked Questions

  • How can I import Contract Expenses into Excel?

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    • Install Coefficient and connect Sage Intacct.
    • Select “Import from Objects” > “Contract Expenses.”
    • Click Import to fetch data.

    Contract costs load live for analysis.

  • Can I filter Contract Expenses by project?

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    • Click “Add Filter” in import dialog.
    • Select Project field and criteria.
    • Import filtered expenses.

    Filtered data appears instantly.

  • How do I export expense changes back to Sage Intacct?

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    • Edit expenses in Excel.
    • Use “Export to Sage Intacct.”
    • Map fields and confirm.

    Two-way sync keeps data consistent.

  • Is auto-refresh available for contract expenses?

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    • Click “Refresh” in the sidebar.
    • Set schedule and save.
    • Expenses update automatically.

    Stay current without manual pulls.

  • Where can I find more on Sage Intacct contract objects?

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    • Visit Coefficient’s integration docs.
    • Explore Sage Intacct’s Web Services section.

    Consult docs for full details.

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