Hi Cristian Stefan ,

Thank you for reaching out. Currently, Sage 50 does not offer a direct feature to merge transactions from imported files with existing transactions in the manner you've described. The import functionality allows for the addition of new transactions but doesn't automatically merge them based on matching criteria like PO numbers.

For importing Purchase Invoices, the process involves selecting the Import option from the File menu, choosing Accounts Payable, and then Purchase Journal for the import. This process allows for the inclusion of specific details and fields from your CSV file but is designed primarily for adding new records rather than merging with existing ones. For detailed steps on importing purchase journals and the required fields, you can refer to this guide: How do I import Purchase Invoices?.

Although Sage 50 doesn't support merging records or companies directly, it does allow for consolidating multiple companies for financial reporting and merging multiple company databases for W-2 printing purposes. However, these features don't extend to the specific functionality you're seeking for AP invoices and POs. For more information on what's possible regarding merging and consolidating within Sage 50, please see: Is there a way to merge records or companies?.

Given the limitations, one workaround might involve manually adjusting the transactions post-import to reflect the desired consolidation with existing records, although this is not ideal and can be time-consuming. Hope this helps!

Warm Regards,
Erzsi

Thank you Erzsi!