Sage 50 Pro Accounting (Release 2018.3)
I want to Import Accounts from a different company, All Google results show menu options totally different from mine. e.g. there is no Account Importing in File > Export/Import, neither under the Chart of Accounts module, while lots of Google results show menus that don't exist in mine. Help please?
Hi Sidney,
Thanks for reaching out. Did you ever find an answer to your question? The process for importing a chart of accounts in Sage 50 Canadian Edition version 2022 is pretty similar in version 2018. It hasn't changed much over the years.
Note that if the below looks different on your end, it could be that you're using a different (maybe the US) version of the software.
In general, before importing the accounts, you'd need to create a new company data base in Sage 50 CA. You can run the New Company Setup Wizard which walks you through the below options:
The middle option to "Have Sage 50 create a list of accounts from an export file" will give you the below screen options:
Then it's a matter of importing your lists and records
Press the Help button for more details on any of the above screens and of fields. Hope this helps!
Warm Regards,
Erzsi
