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Live general ledger entries in Excel let finance teams monitor transactions as they happen. This guide covers installing Coefficient, importing Sage Intacct’s Rate Table General Ledger Entries, and setting up auto-refresh.
TLDR
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Step 1:
Install Coefficient and link to Sage Intacct.
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Step 2:
Import from Objects > Rate Table General Ledger Entries.
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Step 3:
Apply filters, then Import.
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Step 4:
Schedule auto-refresh for ongoing updates.
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 can I import General Ledger Entries into Excel?
- Install Coefficient and connect to Sage Intacct.
- Select “Import from Objects” > “Rate Table General Ledger Entries.”
- Click Import to load your ledger entries.
Real-time entries keep your reports accurate.
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Can I filter General Ledger Entries by date?
- In the import dialog, click “Add Filter.”
- Set date range fields and apply.
- Import filtered entries.
Filtered data appears instantly.
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How do I push ledger changes back to Sage Intacct?
- Edit entries in your Excel sheet.
- Choose “Export to Sage Intacct.”
- Map columns and confirm export.
Coefficient ensures seamless two-way sync.
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Is auto-refresh available for ledger data?
- Click “Refresh” in Coefficient sidebar.
- Pick frequency and save.
- Data updates automatically.
Stay current without manual pulls.
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Where can I find Sage Intacct object documentation?
- Visit Coefficient’s Sage Intacct integration guide.
- Check Platform Services > Web Services in Sage Intacct.
Consult docs for full field list.
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