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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.”
Import live GENERAL LEDGER entries from Sage Intacct into Excel to monitor transactions as they occur. This guide covers installing Coefficient, importing ledger entries, and automating refresh.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Select “Import from Objects” > “GENERAL LEDGER” > Import.
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Step 3:
Apply filters if needed, then confirm.
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Step 4:
Enable auto-refresh to keep data updated automatically.
Step-by-Step Guide
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
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 do I import GENERAL LEDGER entries into Excel?
- Install Coefficient and connect Sage Intacct.
- Select “Import from Objects” > “GENERAL LEDGER.”
- Click Import to fetch ledger entries.
Coefficient ensures your ledger is always current.
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Can I filter ledger entries by date or account?
- Click “Add Filter” in the import dialog.
- Select Date or Account fields and criteria.
- Import filtered data.
Only matching entries will load.
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How do I export ledger edits back to Sage Intacct?
- Edit entries in Excel.
- Use “Export to Sage Intacct.”
- Map fields and confirm.
Two-way sync keeps your data aligned.
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Is auto-refresh available for ledger entries?
- Click “Refresh” in the sidebar.
- Set your refresh schedule.
- Save settings.
Entries update automatically.
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Where can I learn more about Sage Intacct objects?
- Visit Coefficient’s Sage Intacct integration guide.
- Explore Platform Services > Web Services in Sage Intacct.
Consult docs for full object definitions.
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