Solution Properties
Solution ID:
222001000100879
Last Modified Date:
Tue Oct 03 11:03:52 UTC 2023
Taxonomy Path:
Case category//How do I...//setting up
Author:
[email protected]
Step 3 - Export data from Sage 50
Description

To export your data, run the following reports.

If you want to just export some of your records, just select those records on the relevant list before running the report.

Cause
Resolution

Export customer and supplier records

  1. Open each of the following reports:

Customer records - Customers , Reports, My Customer Reports, Switching and then Customer Record.

Supplier records - Suppliers, Reports, My Supplier Reports, Switching and then Supplier Record.

  1. Choose File or Export and then browse where you want to save the file.
  2. On the Save as type list, choose CSV File .csv* and then Save.
  3. Repeat these steps for each report as required.

Export products and services

  1. Open each of the following reports:
    Services - Products and Services, Reports ,My Product and Service Reports, Switching and then Service Record.
    Non-stock - Products and Services ,Reports, My Product and Service Reports, Switching and then Product Record (Non Stock).
    Stock - Products and Services, Reports, My Product and Service Reports, Switching and then Product Record (Stock).
  2. Choose File or Export and then browse where you want to save the file.
  3. On the Save as type list, choose CSV File .csv* and then Save.
  4. Repeat these steps for each report as required.

Export your customer and supplier opening balances

  1. Open each of the following customer switching reports. From Customers, choose 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 50cloud Accounts.
  4. Leave the check boxes clear then click OK.
  5. Choose File, then Export and then browse where you want to save the file.
  6. On the Save as type list, click CSV File (.csv)* and Save.
  7. Repeat for your supplier. Click Suppliers then Reports and then My supplier reports.
  8. Click Switching and then Supplier Record.

When importing the date, column D must contain a value. After exporting, check the file and enter a value in column D if required.

Next

Step 4 - Check your settings in Accounting

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