How to Import Rate Table Accounts Payable Entries Data from Sage Intacct into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import your Sage Intacct Rate Table Accounts Payable Entries into Excel using Coefficient for accurate liability tracking.

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Having live accounts payable entries in Excel helps teams manage liabilities and cash flow. This tutorial walks you through installing Coefficient, importing Sage Intacct’s Rate Table Accounts Payable Entries, and automating updates.

TLDR

  • Step 1:

    Install Coefficient and connect to Sage Intacct.

  • Step 2:

    Import from Objects > Rate Table Accounts Payable Entries.

  • Step 3:

    Adjust filters if needed and click Import.

  • Step 4:

    Enable auto-refresh for continuous syncing.

Step-by-Step Guide

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

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
+41 more

Frequently Asked Questions

  • How do I import Rate Table Accounts Payable Entries into Excel?

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    • Install Coefficient and connect Sage Intacct.
    • Select “Import from Objects” > “Rate Table Accounts Payable Entries.”
    • Click Import to fetch data.

    Coefficient keeps your payables live and accurate.

  • How can I filter Rate Table Accounts Payable Entries before importing?

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    • In the import dialog, click “Add Filter.”
    • Choose field and criteria (e.g., date range).
    • Apply and then click Import.

    Filtered data loads instantly in Excel.

  • How do I update Accounts Payable Entries from Excel back to Sage Intacct?

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    • Edit the entries in your sheet.
    • Use “Export to Sage Intacct” in Coefficient.
    • Map columns and confirm export.

    Two-way sync ensures consistency.

  • Can I schedule automatic refresh for Accounts Payable data?

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    • Click “Refresh” in Coefficient sidebar.
    • Set frequency (hourly, daily, weekly).
    • Save your schedule.

    Data updates automatically.

  • Where can I learn more about Sage Intacct objects?

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    • Visit Coefficient’s Sage Intacct integration docs.
    • Explore Platform Services > Web Services in Sage Intacct.

    Check out our resources for deeper insights.

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