• Importing transactions

    We use a custom made application that stores our invoices. Is there a way to import these transactions? The files can be converted to CSV or Microsoft Excel. Is there an application that do the import? Are there templates available showing how to…
  • Importing transactions with IMP file

    I have been trying to import purchase invoice transactions using an IMP file with very little success. I have the following simple file to import and can't get past the first error. Here is the file <Version> "31101", "1" </Version> <PurInvoice> …
  • Importing Chart of accounts to New Company in Sage 50

    I am setting up a new business in Sage 50 2021 that will carry on the same business I previously carried on in partnership with my late wife, so it makes sense to use the same chart of accounts, just starting everything from zero again. If I import…
  • Sage 50 canada IMP import error line numbers

    I have got our custom IMP file format working very well with all the info I've found on these forums. The one thing I am unable to figure out is how the line number of a failed detail corresponds to the IMP file. For example, I have "Line 126: Select…
  • Import from Quickbooks

    Hi I apologize if this has already been asked. I looked but the only info I found was from 10 years ago. I am getting a new client whose previous bookkeeper uses Quickbooks. Is it possible to import the Quickbooks data to my Sage 50? If so, how? Thankyou…
  • Duplicate .dat file for Supplier Direct Deposit upload

    Every time I upload a file for Supplier Direct Deposit, it creates 2 files: One with the name I created for the file and the other with the creation number. Example file #1 would be APDIRECT - John (this is the file I named and saved) and File #2 would…
  • Sage import for multiple company codes

    I import a CSV file for daily deposits. I import for over 30 different companies. The company codes consist of all numbers, all letters or a combination of letters and numbers. Our current code is for company codes that have numbers only: sComp…
  • Moving Sage data from the cloud

    So, is there a way to move a client's data from their Sage Cloud account to Sage 50 Accountant version on our server (We are an accounting office that does bookkeeping for clients)
  • HST Import - Line 7 does not contain compatible tax information

    Hello! I've seen this asked several times here, but everything we've tried related to previous answers, has not helped. We are trying to import an .imp file that has been exported from another program. When importing, we keep getting an error code…
  • CSV for Import General Journal

    I'm a new user with sage 50 Accounting Canada ed, i would like to ask if there anyone could share csv form to import for general journal. Thanks
  • Mark Customers Inactive IN BULK

    We've got 10,000 unique customers in our company and I'd like to mark many of them inactive. I can't seem to do this with export / import to excel and there is no column for active / inactive and can't seem to do this from the customers module. Seems…
  • Importing imp file to Sage - tax exempt issue.

    I can successfully import a imp file into the sample company using this code: <Version> 12001, 1 </Version> <SalInvoice> "Ashburton Reinforcing" 2, ,,03-31-2025, 0, ,66.65,0.00 C1020,2.0000,4.7500,9.50,GST,0,1,5.00,0.48,PST,0,0,7.00,0.665 H1020,2…
  • Import from RBC NextLogic credit cards into sage 50

    Our credit cards are now on a cooperate account, and we can only see them through the RBC NextLogic portal is there a way to import the credit cards like we used to from our old online banking app, from the NextLogic portal
  • Import Excel data into Sage 50 purchases

    I have a HUGE purchase invoice with approx 3000 items. Is there a way to import this info from Excel into purchase invoice.
  • Entering Historic Data properly

    Using Sage 50 Canada. I created a new file for a company in order to change the fiscal year dates. Had to do this as there were transactions into the new year in the old file that prevented me from changing the date. I have imported the chart of account…
  • Need Help With Accountant's Copy and Accountant's Entries

    I have a copy of a client's Sage 50 file... it's an accountant's copy that I got from them. I've been working with that file, and when I was ready, I exported my journal entries, which I then in turn imported into their version of Sage. Next I exported…
  • Trying a trial version right now 2023 and need to move old information over

    Hi there, I am not a tech person at all. I have a CAB file from a book keeper and need to finish the last quarter of 2022. Trying to get CAB file/info on trial version and not having much luck. Any suggestions or help (needs to be step by step). Thanks…
  • Project Allocation on Sales Journal and Purchase Journal Transaction Import

    Revenue flows through a 3rd party environment, and is only able to be exported by CSV. I am building a program that will generate the requisite .imp file for sales journal and purchase journal transaction imports using the below reference: https:…
  • Incorrect file version

    I have created a file for import into Sage 50 2023.0 Canadian edition that looks like this: <Version> "12001","1" </Version> <SalInvoice> ...Details </SalInvoice> When I try to import it though we get the error that it is an incorrect file version…
  • Transaction Data Import

    I'm installing Sage 50 Premium in a Convenience Store which has a POS system. This POS system generates a plethora of reports & data, all of which is available in Excel format. The daily sales report it generates would be the feedstock for the SAGE invoicing…
  • Sage_SA_Import.exe not working in 2023

    Calling Sage_SA_Import.exe no longer works in 2023. The utility runs as if it is working but does not give any feedback nor imports any records.
  • How to get Sales Order Number for a given Invoice Number...

    I'm trying to figure out how to relate Sales Order Number to Invoice Number in the data (for extract and reporting). There is a screen in the front-end that does this titled "Sales - Looking up Invoice xxxxxxx". It shows both the Invoice Number and the…
  • Importing Transactions from a Sage File

    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…
  • Error Message When Importing SKUs - cannot be added because the type entered is invalid.

    When trying to import SKUs to Sage I am receiving the below error message: Cannot be added because the type entered is invalid. The file is .CSV, and the format looks the same as the SKUs that are importing corretly.
  • SDK invoice 0 $

    Hi, I import invoices with a c# program that I made using the SDK. It's working fine, but time to time I need to create an invoice with 0$ total. I'm able to create a sales order and manually transform the sales order to an invoice. Is there a way to…