Export / Import Help

Question

What is the best way to export then import Quotes, Invoices, and PO's? I looked in the Import/Export menu but could not find anything corresponding to these three categories.

StephenC · Answer

For quotes and sales invoices, use Sales Journal (in the Accounts Receivable section). When exporting the Sales Journal you can Filter by Type to select Sale (invoices), Credit Memos, Quotes, or All. 
 For PO's go to the Accounts Payable section and use Purchase Order Journal. If you need purchase invoices, use Purchases Journal.

Sage 50 US

Export / Import Help

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