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Importing Deposits from Sage Intacct into Excel gives you a clear view of bank deposit details.
This guide shows how to import your Deposits object with Coefficient 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” → “Deposits.”
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Step 3:
Click “Import,” verify fields.
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Step 4:
Enable auto-refresh if desired.
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
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 Deposits from Sage Intacct?
1. Open Coefficient pane → “Import from Objects.”2. Select “Deposits” → “Import.”Coefficient imports live deposit data into Excel.
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How do I get a list of Deposits in Sage Intacct?
Use “Import from Objects,” choose “Deposits.”All deposit entries appear instantly.
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How to export Deposits to Excel?
Click “Export to Excel,” map fields, then run.Your sheet syncs deposits back to Sage Intacct.
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How do I update Deposits from Excel to Sage Intacct?
Choose “Export to Sage Intacct,” set mappings, then “Update.”Spreadsheet changes push back.
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How to send email alerts about Deposits data?
Configure an email automation in Coefficient.Select Deposits fields and schedule.Receive alerts on new deposits.
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