Import overview

Summary

An overview of data you can import into Sage Accounting.

Description

How to import your customer and supplier details, your products and services, opening balances, bank statements, bank transactions, quick entry invoices, and your chart of accounts.

Resolution

For bank statements, we support QIF, OFX, and Excel XLS and CSV files. For all other imports, we support CSV files.
Import chart of accounts

Import records

Import transactions

Import opening balances

Common errors





Related Solutions

Migrate data from Sage 50

Solution Properties

Solution ID
222001000100919
Last Modified Date
Thu Mar 21 15:19:38 UTC 2024
Views
0