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Hello, I am importing invoices into Sage from a report, using the import/export function. This is a monthly activity and nothing has changed since the last time I did it. The invoices are all showing in Sage after the import with the correct totals…

How do I import payroll data from an outside 3rd party (Foundation) into Sage 300 CRE?

I looked back at post history and did not see any that matched the problem I am having. I am trying to connect a bank checking account to Sage Accounting and I continue to get an Alert that says "No Accounts Available To Connect". The one I am trying…

Hello, Have a couple of files where the Upload to Bank Services stopped working properly and don't know how to go about restoring this. After trying a few different options, OFX/CSV/QBO none of them work. What happens is after clicking on the "Upload…

We need to import our vendor invoices via a .csv file. We have created the template and have successfully imported invoices into SAGE50. Problem: We have terms discounts on our vendors; these discount amounts show when we pay those vendors in the Payments…

We are currently using the on prem version of Sage 50 US Premium accounting, and it is overkill for our small business. However we have been using Sage for over a decade and would not like to manually enter all over our data into a new Sage Cloud Small…

Good day, I am trying to import a normal batch inventory journal and get the following error: "The supplier control account must be set up before creating individual supplier accounts. You do this in the Setup...suppliers...control..." (Can't see…

When I log into sage and click the green "Create" button, and select "sales invoice", I can attach a csv file, but no matter what it will not accept it, saying " File not supported. Try another doc, sheet or image format ". Upon further examination, the…

how do i enter my credit card transactions so when reports are ran i see a true statement of what i spend on a particular cat?

Greetings! We are a while off from having MRP up and running and even with that I believe I will still have to consolidate lines. We are a low volume high mix manufacturer so it is more common that I am making 16 different widgets from 1 material and…

Is there a way to import transactions into Sage 300 CRE CM module? With the number of accounts and transactions we post manually it's quite cumbersome to go in and out of each bank account.

Good Day, Please what is the procedure to Import Additional GL Accounts to the existing GL Accounts.

About a month ago I took a new position as an office manager/bookkeeper for a metal foundry. We used Sage Premium 2016 not connected to the internet to prevent hackers. once 2023 began we realized my predecessor never closed out 2021 so I could not continue…

I've been tasked with creating an AR Invoice import job with the input file not having an invoice number. Looking for a way to have a "Run Assign" field that would prompt for the next invoice number to use and then increment that number upon change…

For the past week, when I import a Standard Bank bank statement, it does not recognise all duplicate transactions. Some transactions that were imported the previous day which have already been allocated and reviewed are shown as an "unallocated income…

What is the Procedure to import various customer beginning balances when a new company is just set up in Sage 50

Hi all, I am trying to import an item list but the error log keeps telling me that every line and column is in the incorrect format. It seems that the import is not separating the columns because I can't select specific columns on the mapping stage. On…

New user but I do have extensive data import export experience. We used "manage categories" to create some categories for products and services. However, when importing services and products it will not allow us to populate the Category field. Any…

Can anyone assist with a template for importing to Job Cost, including GL Only entries? Below is a snip of the fields we use. I currently import invoice in AP using an Excel template with Office Connector to convert to a .txt file but I cannot figure…

Is it possible to add line items to existing Purchase Orders through Sage 50 Accounting Software's built in import tool? I can import multiple line items upon the initial upload but I cannot seem to figure out a way to add a line item to existing POs…

Hi all, I already create New Category from PJC Setup - Categoties Now i want add that new categories to All Contract - Project at Contract Maintenance. Can we do that with import with excel? Because i failed import, and the error, Contract Already…

I am attempting to set up our Pastel Partner system, however when I upload, no errors are showing but I get "0 inventory records successfully imported".. how do i fix this?

If you get the following error message " Select the file type that matches the file you want to upload " after you have chosen the OFX file type and uploaded your file then SAGE will not let you continue with the import until this error has been resolved…