Quickly send accounts data to Microsoft Excel

Sage 50 Accounts integrates with Microsoft Excel, making it quick and easy to send accounts data from most windows straight to Excel. You can then manipulate the data to suit your business needs.  

NOTE: We assume you're using a compatible version of Microsoft Office. Check now >

1. Open the window that shows the data you want to send, for example, Customers, Aged Debt.
2. If you want to limit the information that appears on the screen, apply any filter as required.
3. To send the data to Excel, simply click Send to Excel.

That's it. An Excel spreadsheet opens, showing your data. You can then save and amend this as required.

TIP: You can update your data and use the File Import module to import the data back into your software.  

Getting the message 'Failed to connect to Excel'?  

Watch the video

Here's a video that covers this process:

 TIP: This video is part of a free Sage University course. To sign up for this, or see other free Sage University training courses.