We are trying to use the Form Data Export to CSV feature in Sage 50 Accounting Canadian addition and it does not seem to be working. According to the documentation this feature should function as per the info below, but It will not generate a CSV file in the file path stated. does anyone else use this feature? I spoke to tech support today and they could not offer any help. Everyone said it was a feature added long before thier time and they had no idea how it works. We are currently running the system on Windows 10 machines.
To turn on the Export CSV options:
- In the Home window on the Setup menu, choose Reports and Forms.
- Choose Form Data Export on the left.
When this option is enabled, a CSV file is created when you print or email the following items:
- Customer Statements
- Sales Invoices
- Sales Orders
- Sales Quotes
- Receipts
- Payment Cheques
- Purchase Orders
- Payroll Direct Deposit Stubs
- Payroll Cheques
- Time Slips
To locate the CSV file:
- Open the folder:
- Windows Vista, 7, and 8. C:\Users\<username>\Documents\Simply Accounting\forms\CAN****
- Open the file with the third-party solution.