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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…
I've been frustrated by this problem for a month since taking my new job. Problem we're having is that it's taking payroll entirely too much time to enter each check manually, so I built a custom import for them to use and import as a .csv. We pay by…
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.
Hello!
I'm trying to get our invoicing more streamlined, and I need to bulk import invoices, with them set to recur annually.
Is that possible? I noticed in the import template there is references to "recur Number" and "recur frequency" fields, which…
Has anyone imported charge card information from a credit card company or bank into Sage50. How is this done?
Do you post transactions into your AP account and post all transactions to the credit card company as the vendor?
How do you print the check…
I am creating an automated import of Purchase Invoices for a client who is using Peachtree 2008 Premier, and I've downloaded Sage 50 2016.0 SDK.
I'm using the credentials that were provided when I downloaded the SDK and the function returns NULL. When…
Hi bmorgan21,
Thanks for the question! It is possible columns are not matching your import file. Also you can try to eliminate other columns and capture required fields only as outlined in this article. KB 12233: Which fields are required for importing…
I've been using Sage 50 for a while now, but I just recently signed up for a new service to track our time. This company can give me an export file to export my time from them into Sage.
I have 2 questions:
1) All of the demo I've seen show that there…
Hi Ben,
Are you importing this into Sage 50—U.S. Edition?
If so, in Sage 50 Tax Type can be between 0 - 27, see Article 25994: What are the Sales Journal fields for Import / Export?
Try changing tax_type to 0, and see if that imports.
I hope this…
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…
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…
Hi FELIXLWL,
You can enter total amount of invoices in one line (this will not give you details like Invoice number).
Import will also work, as long you can export all open invoices for that vendor in correct field format. I found these articles which…
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?
Sales Journal = Sales Invoice
You will need to format .CSV file to match import fields. There are required fields when importing Sales Journal, for more details see this Article 25994
Thanks.
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…
Hi P SDARR,
You indicated there are errors on GL Account field, it seems account listed in the import file does not exist -this field is required. Account number listed in .CSV file must exist in the new company before customer record can be imported…
My company downloads a spreadsheet each month of billable hours that our contractors put in to a database. I then Import them in to Peachtree as Accounts Receivables, which creates invoices. In my spreadsheet, I have to put each line as a different invoice…
I bought a manufacturing company that has used Daceasy 13 for the last 10 years. I need to import vendors and customers and products and inventory into Sage 50. The accounting is starting from zero since it was an asset purchase. I have talked with 3…
can I import a je with multiple dates? or said another way can I import multiple je's (with different dates) in a single csv file?
currently it appears that when I try this sage picks up the date from the last line of the csv file and uses that for…
