• 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.
  • Sage 50 Purchase Order Journal Import Question

    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…
  • 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…
  • Account assignment to imported bank statement file

    How do I assignment accounts to imported bank transactions?
  • Import error message

    Does anyone else get error messages when they import cash receipts? I have been using the same template for years, and now I get an error message
  • Time TIcket imports

    Hello everyone, I have started using time ticket imports, and had a question concerning annual and sick time. We are using the, "Duration," field to keep track of employee's time, but at the moment, I am having to manually go through and look up their…
  • 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…
  • IMPORT TEMPLATE FOR GENERAL.CSV

    don't understand how to fill in the "Transaction Number" in the import template for GENERAL.CSV
  • 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…
  • Import not appearing on a day

    Hi - Thank you in advance for your time! I imported some data last night (general journal) using a date of 4/30/2017, but the data appears to be sitting in between 12/31/2014 and 1/1/2015 (my ending balance on 12/31/14 and beginning balance on 1/1/15…
  • 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.
  • I want to import inventory item values for the inventory valuation report

    I want to import more than 3,000 inventory item values for the inventory valuation report, that agrees to the G/L. This is a new startup business, therefore the slate is clean at this point. I have entered items with Item.csv and on hand with Adjus.csv…
  • Formatting Bill.Com Export for Import to Sage 50

    Does anyone have any recent experience with this. Bill.Com's synch tool is going dark 8/15/16. Fortunately Bill.Com's export functionality is a lot more flexible - but we know we need it to align properly/be set-up properly to import to Sage 50.
  • What are the minimum necessary fields in a Sales Journal import CSV file?

    What are the minimum necessary fields in a Sales Journal import CSV file? We’re running Sage 50 Quantum Accounting 2014 I want to import sales orders. I’ve been able to export one and re-import another based on it with minor modifications (the sales…
  • How to restore/convert from Quantum?

    Hello. We recently purchased Sage 50 Premier for our small business. Our accountant has our information using Sage Quantum. I am attempting to restore from the accountant's backup to our software, however I get a message that I cannot restore from Quantum…
  • Importing inventory prices from Excel

    What is the procedure to accurately import to Sage 50 new pricing on inventory items through an Excel spreadsheet? Specifically I am having difficulty in locating the file to import from, does it need to be saved as a certain type of file?
  • How to Migrate from Connected Business' Interprise to Sage 50 (Peachtree)

    Hi, My company is trying to switch from Interprise (from Connected Business) to Sage 50, Peachtree. First of all, it is extremely hard to export info I need from Interprise, which increases the difficulty. And second, I don't know where to start to…