Importing Credit Card Charges/Other Fees from Sage Intacct into Excel gives you full transparency on all card fees and service charges.
This tutorial shows you how to connect Coefficient, import your Credit Card Charges/Other Fees 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” → “Credit Card Charges/Other Fees.”
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Step 3:
Click “Import,” verify fields.
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Step 4:
Enable auto-refresh for live fee data.
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
Frequently Asked Questions
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