Sage 50 Canada

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Transfer Customers from Previous company

Posted By ebeginnings over 4 years ago

I have incorporated my sole prop. company. I have started a new company under the new name. Is there a way to transfer my 120 customers over from my previous company without having to manually enter them all in?

0 Richard S. Ridings over 4 years ago

Only the names and most of what you see on the Address tab will transfer. Anything on the other tabs will have to be updated manually.

Select File, Import/Export, Export... and you are looking for the Customer ledger information exported in the Sage 50 format.

Then in the new file, select the same menu option but select Import and select the same file you exported. If the customer name already exists in the new file, that customer will be ignored on import.
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0 ebeginnings over 4 years ago in reply to Richard S. Ridings

Thank you so much!!!!
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