Import Recurring Transactions

I'm using Sage 50 Pro Accounting. I just created a new company. Is there a way to import recurring transactions from another company?

  • Hi Sidney,

    Thanks for reaching out. Did you ever find an answer to your question? See KB 41370 on how to import transactions into Sage 50. The main way would be via a .IMP file format.

    You'll likely need to re-create the recurring transactions in Sage 50 CA however. See the help menu in the software for how (copied the details below):


    To add and store a recurring transaction:

    1. Create a transaction as you normally would, but do not click Process.
    2. On the toolbar, click the Store As Recurring Transaction button Store As Recurring Transaction icon 
    3. In the Recurring Transaction box, enter a name for the recurring transaction.
    4. From the list in the Frequency box, select the frequency at which this transaction normally occurs.
    5. Click OK.

    Hope this helps!

    Warm Regards, 
    Erzsi