1. Browse to the relevant report below:
   

   NOTE:  If you have records marked as inactive and don't want to migrate them, you can edit the Criteria Values to remove them from the report. Read more >

   
   

   Customer records	Click Customers then Reports, then My customer reports, then Switching - Customer Record.
   Supplier records	Click Suppliers then Reports, then My supplier reports, then Switching - Supplier Record.

2. Click File or Export and then browse where you want to save the file.
3. On the Save as type list, click CSV Files (.csv)* and then click Save.
4. Enter the relevant report criteria. 
5. Repeat these steps for each report as required.

1. Browse to the relevant report below:
    NOTE:  If you have records marked as inactive and don't want to migrate them, you can edit the Criteria Values to remove them from the report. Read more >
   

   Service records	Click Products and Services then Reports then My product and service reports, then Switching - Service Record.
   Non-stock products	Click Products and Services then Reports then My product and service reports, then Switching - Product Record (Non Stock).
   Stock products	Click Products and Services then Reports then My product and servicereports, then Switching -Product Record (Stock).

2. Click File or Export and then browse where you want to save the file.
3. On the Save as type list, click CSV Files (.csv)* and then click Save.
4. Enter the relevant report criteria. 
5. Repeat these steps for each report as required.

 CAUTION: Stock item opening balances can't be migrated into Sage Business Cloud Accounting. However, you can manually enter them in Sage Business Cloud Accounting Plus, this will be covered later in the migration.

1. Click Customers then Reports, then My customer reports.
2. Click Switching - Customer Opening Balances.
3. Run the report from 01/01/1980 up to the date you'll be processing in Sage 50 Accounts.
4. Leave the check boxes clear then click OK.
5. Click File or Export and then browse where you want to save the file.
6. On the Save as type list, click CSV Files (.csv)* and then click Save.
7. Click Suppliers then Reports and then My supplier reports.
8. Click Switching and then Supplier Record.
9. Repeat steps 3 to 7.

CAUTION: In the export you must have a reference against each opening balance. This is usually the invoice or credit note number, if you don't have a value you can populate this by opening your CSV file and entering a value in column D.