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Import live journal entries from Sage Intacct into Excel to audit transactions and uncover trends. This guide covers installing Coefficient, importing entries, and setting up auto-refresh.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Choose “Import from Objects” > “Journal Entries” > 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 Journal Entries into Excel?
- Install Coefficient and connect your Sage Intacct account.
- Select “Import from Objects” > “Journal Entries.”
- Click Import to fetch entries.
Coefficient keeps your entries live and accurate.
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Can I filter entries by date or account?
- Click “Add Filter” in the import dialog.
- Select Date or Account fields and set criteria.
- Import filtered data.
Only matching entries will load.
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How do I update journal entries back to Sage Intacct?
- Edit the entry rows in Excel.
- Click “Export to Sage Intacct.”
- Map columns and confirm export.
Two-way sync ensures your ledgers match.
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Is auto-refresh available for journal entries?
- Click “Refresh” in the sidebar.
- Choose your refresh schedule.
- Save settings.
Your entries stay current automatically.
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