Import overview

Summary

An overview of importing data in Sage Sole Trader.

Description

In Sage Sole trader, you can only import bank transactions.

If you send invoices, import the related bank transactions, then manually create the invoice. After this, mark the invoices as paid manually.

TIP:

Sole Trader doesn't link bank transactions to invoices. It categorises only the bank transaction for income tax, so you don't need to allocate the payment to the invoice.

For guidance on adding data manually, see the guides below:

Create customer records
Add a journal
Add a sales invoice
Add a bank account

Solution Properties

Solution ID: 260428132116137
Last Modified Date: Tue Apr 28 14:27:10 UTC 2026
Views: 0