Sage One Download Summary
When you download from Sage One, Sage 50 Accounting receives customer and vendor records, invoices and payments, in addition to inventory items and services, if applicable. The downloaded transactions and records appear in the Download Summary.
To download transactions and records:
Note: If you are already connected to Sage One, in the Home window on the File menu, choose Sage One and select Download Transactions to open the Download Summary window.
- (Optional) Create a backup of your Sage 50 Accounting company.
- Select a date from which you want to start the download. Only transactions created on or after the specified date are downloaded.
- Click Download Transactions to begin downloading transactions and any new or updated records from Sage One. The results are shown in the Download Summary.
- (Optional) Print a copy of the Download Summary.
- (Optional) Upload records for accounts, customers, vendors, and items to Sage One. This option opens the Connection Wizard.
- Click OK to close the window.