• Which export/import do I need? (restaurant POS integration)

    I work for an organization that makes a restaurant Point of Sale. We have a customer with Peachtree 2011 and they've sent us information from the help files about importing into that version. We want to import sales information into the G/L but I'm not…
  • CHANGE FISCAL YEARS

    TRYING TO CHANGE MY FISCAL YEAR USING THE INSTRUCTIONS AND IT IS A NIGHTMARE. IS THERE ANY FURTHER ASSISTANCE ON THIS? SHOULD I JUST START A NEW YEAR WITH BEGINNING BALANCES INSTEAD OF IMPORTING? HELP
  • Import sales invoice to SAGE50

    Dear, I trying to import sale/invoice to SAGE50, but I getting warning message each row, but all row still success import. The reference number "TP24-0304C" is available, but getting warning. The data CSV below: anyone know the problem?
  • Importing Data into Sage 50 Cloud vs Sage 50 Desktop - Any differences?

    Hello everyone, Are there any differences in importing data into Sage 50 Cloud vs Sage 50 Desktop? Such as General Ledger Journal Entries and Vendor Invoices. Any information or advice would be greatly appreciated. Thank you, all. Mike S.
  • Import creating blank invoices

    Hello, I am importing invoices into Sage from a report, using the import/export function. This is a monthly activity and nothing has changed since the last time I did it. The invoices are all showing in Sage after the import with the correct totals…
  • Import AP invoice with PO and Merge it with existing transaction of PO receipt.

    Hi, Before importing the AP invoice with PO, the Purchase Order # 100 was Received (qty ordered = qty received) and marked as "Waiting on Bill". Let's call this transaction A. I have then successfully imported the AP Invoice# 200 with PO #100 through…
  • Import AP Invoice with Apply to Purchase Order

    Hi, I have successfully imported an AP invoice with Purchase Order. I have a Purchase Order that is already Received (all qty ordered have been received) and marked it as "Waiting on Bill". When importing the AP invoice (which includes the PO #) I would…
  • Importing Data

    Shouldn't we have a forum for just this (Importing Data)? :) So.... everything was going along fine until I realized that the descriptions are not showing up in reports. Why? I find that if I open each transaction, save it, then go back to the report…
  • Inventory module

    We recently purchased Sage software to manage inventory items. I have a few questions, 1) is a way to upload inventory items from an excel spreadsheet? If yes, could you please send me instructions? Or do we have an email for support? 2) If we are only…
  • Import Cash Disbursements without job costing or invoice matching

    Is the field called "Check Number" what I will use for a reference number on my csv? The company rarely writes checks but uses a debit card for everything. However, I do want to use a reference number. I would like to use reference numbers that begin…
  • import

    I am trying to import a purchase journal and it keeps bombing on line 1 date field. I have checked all three date columns in .csv & they are all ##/##/## date format.
  • Cash Receipts Journal

    I'm trying to learn how to import bank transactions. I've got them separated (in a csv file) by deposits and payments. For the deposits for the entire year each transaction is one distribution. Is that correct? In other words, for each deposit into the…
  • Import File to Create New Items

    I am using export/import files with specific fields selected to make updates to items on a mass scale. I added new items to the file so they would be created upon import. Why are they not created in the default item class? My Inventory Item default is…
  • Purging Old Files

    I tried to purge receivables and it froze. I restored and tried a smaller dfata amount and it worked. Now I am trying to purge the payables and it froze several times. After restoring I tried a smaller file size (6 month) and it froze again. What…
  • making records ACTIVE

    I mistakenly made my inventory items inactive. I want them to go back to active. Any help is appreciated. Thank you! Kirk
  • Import/Export data

    I am the treasurer of a none profit and I am trying to export/import data to update an older file 2019-2021 from a newer file so I have all of the data in one place. I export the data from the new file and then import into the older data. I use invoices…
  • Importing Time Tickets

    Does anyone import time tickets and have simple instructions for doing so? Rick
  • sales tax rate report for only active customers

    I need to export to excel all my active customers and have their sales tax rates exported as well. Some have multiple taxing agencies. Thank you Kirk
  • Export Sage 50 Customer list from a specific date

    I am trying to eliminate all my customers who have not ordered from us for the past 5 years. Can I export to excel a list of all active customers since 2018? Thank you Kirk
  • errors in drop-down lists

    Is there any way to clean out dropdowns across the Sage database? Example: Over the years people have typed states like Folrida, florrida,FLorida,Florid,... etc I see these errors in the file address.dat but if I try to edit that file as a text file,…
  • Imported purchase invoices with vendor discounts

    We need to import our vendor invoices via a .csv file. We have created the template and have successfully imported invoices into SAGE50. Problem: We have terms discounts on our vendors; these discount amounts show when we pay those vendors in the Payments…
  • Import and export inventory

    I am using sage 50 and the way that I import is —> file—> select import/export —> inventory—> inventory item list where I’m trying to create my own template in csv in order to import item/inventory however it doesn’t go through which I believed the template…
  • Sage 50 Quantum - Import / Export Tool

    I am familiar with Sage 100 and have built a local agent that can communicate via batch import and export and am looking to do a similar thing with Sage 50 Quantum. I have a REST API that would talk to my local agent on the same server where Sage 50…
  • Import material costs

    Hi. I'm new to SAGE and wanted to import material cost data from excel to SAGE material cost in the standard unit cost breakout that I can see in the maintain inventory under the inventory management module. How do I do this? I dont want to manually type…
  • Importing Sales Journal from CSV - Get duplicate reference warning but import is still successful

    Whenever I import an invoice from csv, the invoice will import completely correctly but I'll always get the "Warning! The reference number has already been used" duplicate reference error at the very end of the import. And the location of the error will…