x Want to participate? Join the group to interact
Options
  • State Suggested Answer
  • Replies 2 replies
  • Answers 1 answer
  • Subscribers 56 subscribers
  • Views 623 views
  • Users 0 members are here
Browse Forums
Announcements
764
topics
17
replies
Financial year end
78
topics
178
replies
General Discussion UK
7k
topics
19k
replies
General Discussion Ireland
176
topics
312
replies
Install your software
139
topics
378
replies
Making Tax Digital
286
topics
692
replies
Manage your VAT
150
topics
324
replies
Protect and repair your data
44
topics
137
replies
Run your accounts remotely
86
topics
198
replies
Working with the bank
115
topics
294
replies
BenStirton

Sage 50 Pro Imports

SUGGESTED
Posted By

Hi, 

I am in the process of setting up a new company in Sage 50 Pro.

I am struggling to work out how i can import open purchase order lines, open supplier invoice and open customer invoices.  I have over one hundred open po lines which i obviously want to take over in the most efficient method possible which I presumed I could do via an upload.

I've already loaded in the customer and supplier records through the import function but I cannot see a way to load open balances and the Sage website suggests that they do not provide imports for this and that you have to refer to a 3rd party support partner, is this correct?  Any help / advice would be appreciated.

Thanks

  • 0
    SUGGESTED

    H Ben,

    Thank you for using Sage City.

    Apologies for the delayed response to your question. 

    You can import some information into the Sage program - if you are importing Batch Invoices, for both Customer and Supplier, this can be done using the Audit Trail Transaction Import file. This will allow you to import the transaction directly to the Customer / Supplier account and will reflect this in the account balance.

    Here is a link with some information about what can be imported : Importing

    However, if you are wanting to import Purchase Orders or Invoices into the program - this is something that cannot be done. Those areas of the program don't have an import facility, if you are wanting to import directly into these areas you would be looking at a third party program to do this for you.

    If you would like to look for a 3rd Party program, that can be used to import this information. Here is a link to a page with some information about what applications are available : Marketplace

    If this has answered your question please click More > Verify Answer.

    Regards,

    Nicola 

  • 0 in reply to Nicola Milburn

    Hi thanks for the reply. 

    After searching the web a bit more and watching some youtibe videos i came across software called Excel2Sage which worked a treat for uploading PO's.

    Thanks

*Community Hub is the new name for Sage City