Google Sheets + Sage Intacct

Create spreadsheets in Google Sheets for new invoices in Sage Intacct

When a new invoice is created in Sage Intacct, this workflow ensures the details are instantly transferred to a Google Sheets spreadsheet. Save time and reduce manual data entry by seamlessly moving your financial data between your accounting and spreadsheet applications. This is a quick and easy way to maintain accurate records, improving your business efficiency.

When a new invoice is created in Sage Intacct, this workflow ensures the details are instantly transferred to a Google Sheets spreadsheet. Save time and reduce manual data entry by seamlessly moving your financial data between your accounting and spreadsheet applications. This is a quick and easy way to maintain accurate records, improving your business efficiency.

  1. When this happens...
    Sage IntacctSage Intacct
    TriggerPolling
  2. automatically do this!
    Google SheetsGoogle Sheets
    ActionWrite
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Supported triggers and actions

  • Sage Intacct triggers, actions, and search

    New Payment Received (Accounts Receivable)

    Triggers when a new AR payment is added.

    Trigger
    Polling
    Try It
    • Document type

    • State

    Trigger
    Polling
    Try It
    • Due DateRequired

    • Created DateRequired

    • Vendor

    • Transaction AmountRequired

    • GL AccountRequired

    • Total Transaction Amount

    • Memo

    • Location

    • Department

    Action
    Write
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

  • Google
  • Spreadsheets

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sage-intacct logo
sage-intacct logo

About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

Related categories

  • Accounting