Google Sheets + Sage Intacct

Update Google Sheets rows with new Sage Intacct invoices

When a new invoice is created in Sage Intacct, this workflow makes sure your Google Sheets is up to date by revising the corresponding spreadsheet row. It seamlessly keeps your records in line, saving you the hassle of manual updates. This efficient process ensures your financial data is always current and accurate, streamlining your bookkeeping tasks.

When a new invoice is created in Sage Intacct, this workflow makes sure your Google Sheets is up to date by revising the corresponding spreadsheet row. It seamlessly keeps your records in line, saving you the hassle of manual updates. This efficient process ensures your financial data is always current and accurate, streamlining your bookkeeping tasks.

  1. When this happens...
    Sage IntacctSage Intacct
    New Invoice

    Triggers when a new invoice is created.

    TriggerPolling
  2. automatically do this!
    Google SheetsGoogle Sheets
    Update Spreadsheet Row

    Update a row in a specific spreadsheet with optional formatting.

    ActionWrite
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Supported triggers and actions

    • Contact NameRequired

    • Print AsRequired

    • Last Name

    • First Name

    • Middle Name

    • Prefix

    • Company Name

    • Taxable

    • Tax ID

    • Contact Tax Group Name

    • Active

    • Primary Phone Number

    • Secondary Phone Number

    • Cellular Phone Number

    • Pager Number

    • Fax Number

    • Primary Email Address

    • Secondary Email Address

    • Primary URL

    • Secondary URL

    • Address Line 1

    • Address Line 2

    • City

    • State/Province

    • ZIP/Postal Code

    • Country

    Action
    Write
    • Invoice Number

    • Reference Number

    • Customer IDRequired

    • Due Date

    • Payment Term

    • Create Draft

    • GL Account Number

    • AR Account Label

    • Offset GL Account Number

    • Transaction AmountRequired

    • Location ID

    • Allocation ID

    • Customer ID

    • Class ID

    • Contract ID

    • Department ID

    • Employee ID

    • Vendor ID

    • Warehouse ID

    • Project ID

    • Item ID

    • Memo

    • Rev Rec Template ID

    • Deferred Revenue GL Account Number

    • Rev Rec End Date

    • Rev Rec Start Date

    • Total Due

    • Total Paid

    • External ID

    • Description

    • Bill To Contact

    • Ship To Contact

    • Summary Record No

    • Attachments ID

    • Base Currency Code

    • Transaction Currency Code

    • Exchange Rate Date

    • Exchange Rate Type

    • Exchange Rate Value

    • Transaction Date

    • GL Posting Date

    • Post to GL?

    Action
    Write
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About Google Sheets

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

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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