Set up and use Excel Integrated Reporting

EIR lets you access Sage 50 Accounts data in Microsoft Excel. You can run reports directly in Excel, manipulate Sage data with Excel functions, and refresh it instantly to keep everything up to date.

 TIP: Using 32-bit Excel and 32-bit Sage 50 Accounts v27 or above? To use EIR functions in your formulas, download and install the Sage 50 Accounts EIR Functions Add-in. 

Set up and use EIR

Before you start, check your data directory as the steps will connect to your company's data.

1. Go to Help then About.
2. In the Program Details section, note the Data Directory.

Check the Sage options are available

1. Open Excel, then open your workbook or a blank workbook.
2. Check that the Sage 50 Accounts tab appears. 

Continue to the Connect to your company's data section if your company appears. If it doesn't, continue to step 3.

3. In Excel, go to File then select Options.
4. Select Add-ins then select COM Add-ins in the Manage drop-down. 

5. Click Go.
6. Select any Sage add-ins then click OK.
   

If the Sage options don't appear as expected, follow our Troubleshooting EIR article.

Connect to your company's data

1. In Excel, go to the Sage 50 Accounts tab and select Add Company in the Recent Companies drop-down.

2. If your company's listed, select it, then click OK.

If the drop-down box to select a company just flashes, select Always show ribbon, by pressing Ctrl + F1.

4. Enter your logon name and password, then click OK.
    TIP: Use any logon name with EIR access, as long as it's not already logged on to Sage Accounts. 

Upgrading your licence

Need a little more room? To add extra companies, users, employees or more to your software licence, leave your details and we'll be in touch.

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• Run a report with Excel Integrated Reporting 
• Report locations when using Excel Integrated Reporting
• Add reports to Excel Integrated Reporting
• Troubleshooting Excel Integrated Reporting