Google Sheets + Sage Intacct

Create worksheets in Google Sheets for new invoices in Sage Intacct

Streamline your accounting and data management processes with this Sage Intacct and Google Sheets workflow. Whenever a new invoice surfaces in Sage Intacct, a corresponding worksheet is immediately created in Google Sheets. This mechanism not only drives accuracy in invoice tracking but also aids in enhancing your financial data organization. Now you can focus more on important business matters and less on manual data entry.

Streamline your accounting and data management processes with this Sage Intacct and Google Sheets workflow. Whenever a new invoice surfaces in Sage Intacct, a corresponding worksheet is immediately created in Google Sheets. This mechanism not only drives accuracy in invoice tracking but also aids in enhancing your financial data organization. Now you can focus more on important business matters and less on manual data entry.

  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