Browse By Tags

  • where can I find the file for my saved import field choices?

    I want to copy my saved templates for import to another company - can you tell me where the files are.
  • Export / Import Help

    What is the best way to export then import Quotes, Invoices, and PO's? I looked in the Import/Export menu but could not find anything corresponding to these three categories.
  • Account Reconciliation import

    I am trying to figure out this bank reconciliation process in Sage. I'm coming from Xero so I think I am having a hard time due to having the old systems' process stuck in my head. When importing a bank statement, Sage attempts to 'Autoclear' records…
  • Importing CSV

    Hi all and glad to be here. I am using Sage50 to keep track of accounting that needs to be imported using QB CSV files. I don't know if there is an easier way but I finally resorted to exporting Sage files to then populate using the QB data (hopefully…
  • Import Unit Cost for Inventory Adjustments with the COM API

    I'm trying to import the Unit Cost field among others for Inventory adjustments via the COM Interface. For some reason this one field likes to remain at 0.00 even when making a positive adjustment with a value greater than 0.00. Here is an example of…
  • import into payroll journal

    I am trying to import an employees name, check #, account, amount , and pay pate into the payroll journal. I set it up in the correct mmddyy format, I created a csv file, I select ONLY the columns that I need, but I get errors for missing info like…
  • Importing Assembly Data

    Has anyone successfully imported assemblies? I was attempting to rebuild our company, but when I try to import the assembly data exported, the first row in each assembly fails due to an error in the quantity built column. When reviewing similar questions…
  • Can the un-required fields in an import be left blank?

    I am trying to get a csv file to import into the payroll using Sage 50 Accounting, and I was wondering if it will still work if I leave the un-required fields--such as, Employee First Name, Check Number, etc--blank and filled in the required fields? …
  • Importing Customers/ Vendors from CSV

    We are returning to Sage 50 after not using the program for a couple years. We had a lot of corruption in our old Company file so we started from scratch on the new one. My question is if I have customers and vendors lists in CVS format, if those lists…
  • Import of sales is reversing debit and credit amounts?

    when importing sales to the sales journal the amounts are not going in correctly. Debits are Credits and vise versa. We are in 2016 version.
  • Payment from one source for MULTIPLE clients (50+) at a time

    One of my clients receives payment from one source for MULTIPLE clients (50+) at a time. I am stuck now. None of the distribution lines are appearing, the full "sales" amount is being applied as Sales Tax, rather than the distribution. Customer…
  • Inventory Adjustments Journal Field Import descriptions are incorrect

    Here is the field description for the "unit cost" field: Numeric (Real) - Unit cost for the line of distribution; it gets ignored for negative inventory adjustments, but gets used for positive inventory adjustments. ( Note: If this field is not included…
  • Importing a journal.csv file into Sage.

    I have a correctly formatted .csv file to import the general journal from a Quickbooks export, into Sage Line 50. The import starts correctly, but fails at line 50 with a Date error. The date is 01/13/17 - it appears that Sage will not accept any date…
  • Export sales order out of sage 50 US Edition?

    How do i export sales /purchase order out of sage 50 US edition? I have done this with sage 100 using visual integrator and i am in need to do that with sage 50.