Importing Transactions from a Sage File

Posted By AngelaPLKA over 2 years ago

I recently discovered that I moved to a new fiscal year end too soon and needed to reopen a backup copy to add the transactions for the previous year. (We changed fiscal year ends from Aug 31 2021 to Dec 31 2021 so I could only post back as far as Sept 1 2021 but needed to go back to March 2021) Now I have 140 transactions in the old file that I would prefer to import into the newly reopened file rather than having to manually re enter them all. Is this a possibility?

0 Erzsi_I over 2 years ago

Hi AngelaPLKA,

Thanks for reaching out. Unfortunately, Sage 50 CA does not have the ability to merge transactions between multiple company files. Sage 50 allows you to post transactions to the current fiscal year and one prior fiscal year. The below articles offer year end processing info:

Year End / New Year Creation
What is the year end process? The Yr end Ctr	70536
What is the PIER report?	10401
How to advance fiscal or calendar year?	10323
How to post to the previous fiscal year?	10125

GL or transaction history in general, cannot be imported to another Sage 50 company data file. Only list items like: chart of accounts, inventory/stock, projects, employees, vendors, customers; can be imported. The below articles provide more details:

Importing sales invoices and other transactions in .IMP format

- Provides more detail on field and header specifications*

41370

How to import/export list of accounts, clients, vendors, employees, stock or projects?

- 10124 shows you Excel and the formatting of data for import of lists.
- 10105 is specifically about importing customer data

10124

10105

Warm Regards,
Erzsi

Sage 50 Canada

Importing Transactions from a Sage File

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