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Importing Invoices from Sage Intacct into Excel gives you a live view of billing amounts and statuses.
This guide shows how to import your Invoices 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” → “Invoices.”
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Step 3:
Click “Import,” verify fields.
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Step 4:
Enable auto-refresh as needed.
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 Invoices from Sage Intacct?
1. Open Coefficient pane → “Import from Objects.”2. Select “Invoices” → “Import.”Coefficient loads live invoice data into Excel.
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How do I get a list of Invoices in Sage Intacct?
Use “Import from Objects,” choose “Invoices.”All invoice records appear instantly.
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How to export Invoices 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 Invoices from Excel to Sage Intacct?
Choose “Export to Sage Intacct,” configure mappings, then “Update.”Spreadsheet edits push back.
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How to send email alerts about Invoices data?
Configure an email automation in Coefficient.Select Invoices fields and schedule.Receive alerts on new or overdue invoices.
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