FormerMember

What is required to export to a spreadsheet?

Posted By FormerMember

My bookkeeper was given permission to purchase a copy of SAGE for her home PC so she can work there while on maternity leave.

In her response to my request to send me the month end reports (Balance Sheet and Income Statement) in spreadsheet form, she asserts that she cannot because, "the SAGE program will not let me export to Excel if I don't have that program."

Is this factually correct?  Or am I correct that SAGE requires the export module (which she did not purchase in order to save < C$50.) and the presence of the Excel program is irrelevant?

Thank you in advance for your attention, friends.

  • 0

    Sage 50 Canadian is a complete program, it is not modular. In order to export reports to Excel, the Excel program must be on the computer with the Sage 50 program.

    If you were using the Sage 50C Accounting with access to Sage Drive you would each be able to open the data and be able to export reports if your computer has the Excel program. There are some restrictions such as only the first person in the file can make entries. If you are using the Premium version then the second person could log in and be able to get reports but not make entries.

  • 0

    The bare Sage 50 software (without Microsoft Office) can export in an older Excel 2.1 format. 

    Change the drop-down list below the filename for 'Save as type:'