Working with Your Company Data > Importing and Exporting Data > Exporting Data > Exporting a Transaction to another Sage 50 User
Export a Transaction to a Sage 50 Accounting User
Before you can perform this task, you need to check that:
- You have added the customer or vendor's email address to their record in your Sage 50 Accounting company file.
- Identified the customer or vendor as a Sage 50 Accounting user in their record.
- Your vendor or customer has identified you in their records as a Sage 50 Accounting user in their Sage 50 Accounting company file.
- (Optional) If you want to email transactions regularly to a vendor or customer, set up email as their transaction preference.
- If your customer or vendor uses different item numbers to refer to goods or services, you must match their item or service numbers with the item numbers or accounts you use in your records. You only need to set this up once for each item.
To export a transaction to a Sage 50 Accounting user, email the transaction to them:
- In the transaction window, open the File menu choose Email.
- After verifying the information displayed in the Email Information window is correct, click Send.