• Data import export?

    Is it possible to export\import data from Sage50 CA to 3rd party app?

    Like export Vendor once it's created?

  • Direct deposit File Error

    I sent a "test" direct deposit file to be uploaded to the CAFT system we use for payments. 

    The file came back with 4 errors. I'm not sure what they are or how to fix them.

    Where do I start?



    Please ask Client to update the following…

  • Changing Inventory Prices

    We own a manufactoring company which means we import a lot of raw materials. our prices are always changing. is there away to view the last date a price was updated to see if it is the current price? Currently I am tracking down the paper invoice for…

  • Import Excel data into Sage 50 invoice

    Hi there,

    First time poster here. Glad to have found this community Slight smile

    I have a situation where, for a specific client, I need to create quite voluminous sales invoices within Sage 50. Each of those invoices consist of several hundred items, and each of…

  • Add Pre-Authorized Debits to the .imp Importing function

    I would like to be able to Import Pre-Authorized Debits when using the .imp file process

  • New Chart of Accounts for an existing Company

    I created our registered charity in SAGE but I skipped the step to import or use the default chart of accounts when using the Wizard.

    Now it appears that I have to create every account individually

    or create a new company to be able to use the Wizard…

  • importing employee expenses and external invoices into Sage 50


    I'm new to Sage 50 and I am currently looking into automating uploads for employee expenses and external invoices.  From what I have seen so far online I under that this can be done from a CSV or text file.  However, when looking at various resources…

  • Accidentally Imported the Wrong Bank Transaction File

    We accidentally imported a bank transaction file for one client, into another client's Sage 50 file.  None of the transactions have been posted but the import shows up in Match Transactions.  Is there a way to delete this import?

  • Account Receivable customer mass update (IMPORT)

    I know there is an Import Record function built in to Sage 50, but I understand that it will only add customers, and not update existing customer information.

    Is this correct?

    I need to update the contact name (and addresses) for 1500 existing customer…

  • Importing sales invoices - Import wizard asks for non compulsory data

    Hi all, 

    According to this entry in the KB and the dev-import pdf from the SDK documentation, when importing sales invoices, the Quantity and Price fields are non compulsory, which would mean that I don't have to put them in my .imp file... Right?


  • Hi there I am trying to help someone import journal transactions from a POS systems in a CSV format and I cannot find a record layout anywhere.

    We were finally able to get by all of the errors but upon (what we thought was a successful completion),we could not locate the transactions.  This is the format I was able to get the furthest with: Its in Excel below but saved as CSV

    Date Referenc…
  • Erreur d'importation employés CSV

    Bonjour, J'essaie d'importer des données d'employé et j'ai toujours le code d'erreur suivant : Le fichier d'importation ne contient pas un type de pays compatible. Est-ce que vous savez ce qui pourrait causer ce code d'erreur? Que j'inscrive 3 ou 1 à…

  • Three questions

    1 ) What is the best SAGE50 CDN supported method to get eCommerce data into Sage 50 CDN  without using a third party tool

    + That is customer, order and custom fees

    + Found SDK online, essentially a set of files that are imported into SAGE50CDN -- is this…

  • Import csv general journal entries with departments and project allocations

    I'd like to be able to import general journal entries with department and project data. From elsewhere on the site ("Importing miscellaneous transactions from a text file into Sage 50-Canadian Edition") I see

    • Example of importing with departments…
  • Calculate tax not checked

    I was reviewing the Pier report ahead of the year end,and found myself on an employee's taxes tab, admittedly a place I do not frequent. There isn't much there that should need to be changed. I was shocked to notice that for some reason the Calculate…

  • Additional employee information on payroll import

    I would like Sage to add additional columns to the employee import file. Today email addresses are the first line of communication. Perhaps we could Gender, now that Sage asks for it, Department and Job Category would also be helpful. 

  • Does imp file allow automatic import of item ?

    Even when the code are ok it ask for confirmation (the correct item is selected) for each detail line. Is there anyway to avoid this confirmation and import the invoice without confirmation ?
    Thank you

  • Import Error: Line 1 does not contain compatible tax information


    I try to import an imp file looking like this

        "12001", "1"
    "Digipoint", "0", , "1050 boul. Hamel", "Québec", "Quebec", , "G1M2S3", "Canada", , , ,…

  • Need to import a huge volume of Sales Invoices into Sage 50 - 2017 - Canadian Edition. The SI Data is currently in excel

    Can someone please advise on the best method to import a sales invoice. Is the .imp specification the only way to import into Sage 50 - 2017 Canadian? Is there an excel template that I can map my excel data to and then save as a .CSV for importing into…

  • Is it possible to import employee pay into Sage using the SDK?

    Is it possible to use the SDK to import employee pay into Sage? I'm thinking it would need to be able to create paychecks but if anyone knows of a better way for employee pay please let me know. I know you can import employees but I want to take all their…

  • SDKInstanceManager OpenDatabase always returns false and has no error messages


    I'm trying to work through the C# sample project in the Sage 50 Accounting SDK (Simply) but for some reason I can't get the opendatabase connection to let me access the database. I have set up my user in the Sage app and I know my username and password…

  • How to properly import tax information for sales invoices using .imp file

    I'm trying to import sales invoices using the .imp format but I'm confused about how I should be importing the tax.

    The sales invoices I'm trying to import are for a shipping order so my information is as follows:

    Order No: 6000

    Invoice No…

  • What is the process to create Purchase Orders or Sales Orders via uploading a .csv file?

    I am a new user of Sage 50. I am trying to figure out how to create Purchase Orders or Sales Orders in Sage 50 via uploading an excel file (or CSV). Any help would be appreciated.

  • Add payments to invoices added through the SalesJournal?

    I am using the .NET SDK (C#) to export invoices and payments of those invoices from my own database into Sage50.

    I managed to create invoices (payment type = pay later) in the Sage50 db using the SalesJournal class.

    I now need to add payments for those…

  • Importing Data into Sage 50 Canadian edition

    Quick blog update on how to import data into Sage 50.  The first and easiest method is to import information via csv file (a common format openable with Excel).  This sort of import allows you to pull data into Sage 50 like customers, employees, vendors…