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Importing Fund Transfers from Sage Intacct into Excel keeps your inter-account transactions up to date.
This guide covers importing your Fund Transfers object with Coefficient and automating refresh.
TLDR
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Step 1:
Install Coefficient, connect Sage Intacct.
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Step 2:
Select “Import from Objects” → “Fund Transfers.”
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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 Fund Transfers from Sage Intacct?
1. Open Coefficient pane → “Import from Objects.”2. Select “Fund Transfers” → “Import.”Coefficient brings live transfers into Excel.
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How do I get a list of Fund Transfers in Sage Intacct?
Use “Import from Objects,” choose “Fund Transfers.”All transfer entries appear instantly.
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How to export Fund Transfers 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 Fund Transfers from Excel to Sage Intacct?
Choose “Export to Sage Intacct,” configure mappings, then “Update.”Spreadsheet edits push back into Sage Intacct.
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How to send email alerts about Fund Transfers data?
Configure an email automation in Coefficient.Select Fund Transfers fields and schedule.Get notified on each transfer.
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