New Sage 50cloud User - Data Uploads from Another Country

Our company has two offices, one in Calgary Canada and our original office in Aberdeen, Scotland.

Previously all of books were tracked through a Sage 50 user in Aberdeen. When she went to transition both our offices accounts onto the cloud version, we found out that each country has its own version of this software and the version built for their region will not handle canadian dollars or tax codes.

We are going to open a Canadian Sage 50cloud account to recitfy this. I'll be taking over the Canadian work and I'm wondering if I can get any early input on how to import data from a Sage 50 account data dump, into a new Sage 50 cloud account. Speaking briefly with a Sage rep on the phone I was told that Excel is the universal format for uploading. Our Aberdeen staff created the data to be transferred into a "Notebook" file, which is what they usually use there?

Has anyone deal with uploading a history in the the Sage 50 cloud from a differend Sage product? Any advice would be greatly appreciated.

Also wondering if anyone has run into this issue with it only handling one county's tax codes - I'm already concerned as soon we will have more invoices coming in and going out from the US down the road. We can't be the first client who has worked from two countries before, and I'm wondering if there is better way to set this all up, or possibly a better Sage product for us.

Thank you in advance!

  • Hi Laura,

    Thanks for reaching out. I've provided some Sage Knowledgebase resources below for the Canadian version of Sage 50cloud, on how to export / import data. This software allows you to export lists involving customers, vendors, price lists, inventory, projects, etc. Note that transaction history (General Ledger transactions) cannot be imported or exported. This is generally the same for our other software.

    Export / Import of Files

     

    Importing sales invoices and other transactions in .IMP format

    41370

    How to import/export list of accounts, clients, vendors, employees, stock or projects?

    10124

    10105

    How to import/ export using a CSV file?

    10128

    Import/Export Inventory

    10124

    How to connect to the MySQL Database using Microsoft Excel

    61787

    How to import time slips?

    14116

    Going to the site www.sage.com/resources and selecting "united kingdom" will provide you with a dropdown from which to select your other Sage 50cloud product used in your Aberdeen, Scotland office. You'll be redirected to a page with a link to search the knowledgebase for that product line.

    Do you know if your Aberdeen office is using Sage 50cloud Accounts? If so then please see KB 200427112357443 on how to export data.

    Generally, all offerings of Sage 50cloud have a similar level of functionality for small business. This software is typically tailored to specific regions' tax requirement and government compliance. Hope that this helps you!

    Warm Regards, 
    Erzsi