Journal Entries Entries upload from excel file

Question

Hi 
 Good day, 
 Can I be able to upload an excel file journal entry into Sage 50? 
 if so, can you please tell me the process and the formatting? 
 
 Thank you so much! 
 Florence

Erzsi_I · Answer

Hi Florence Bernardio , 
 Thank you for reaching out. Regarding your question about uploading an Excel file for journal entries into Sage 50, it's important to note that Sage 50-Canadian Edition currently does not support direct importing from Excel files. However, you can import journal entries from a text file (CSV format). 
 Here are the steps to import your journal entries: 
 
 Convert your Excel file to a CSV text file. 
 Ensure the CSV file adheres to the formatting rules as detailed in the Knowledgebase article: date in MM-DD-YY format, source ID in quotes, and comments in quotes. 
 Transactions should include debits as positive amounts and credits as negative amounts, with each detail on a separate line. 
 The account number should be followed by the amount, and the debits and credits must balance for the import to be successful. 
 
 Before importing: 
 
 Switch to Single-User Mode if you are using the Premium, Quantum, or Accountants Edition. 
 Ensure your data is stored locally, not on a server. If necessary, temporarily copy it locally for the import. 
 Back up your Sage 50 file. 
 
 To import: 
 
 Go to File > Import/Export > Import Transactions, and select your CSV file. 
 
 For a step-by-step guide and troubleshooting tips, please refer to the article "Importing miscellaneous transactions from a text file into Sage 50-Canadian Edition" on our Sage Knowledgebase. 
 Remember to make a backup before attempting the import to prevent any loss of data. If you need further assistance, please don't hesitate to contact us. 
 Warm Regards, Erzsi

Sage 50 Canada

Journal Entries Entries upload from excel file

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