Upload Sage 50 Accounting Records to Sage One

When you first connect Sage 50 Accounting to Sage One, you may want to set up your Sage One company with records from your Sage 50 Accounting business. During the connection setup, you can first choose to upload accounts, which lets you upload the various accounts in Sage 50 Accounting to Sage One.

In the final step of the connection setup, you can upload records for customers, vendors, and inventory items or services. By uploading this information, you are lessening the manual setup that you will need to do in your Sage One company.

To upload accounts:

1. Click Upload Accounts during the connection setup to open the Upload Accounts window.
2. Select the accounts that you want to upload to Sage One. You can refine your list by using the Account Class filter.
3. Click Upload... to begin uploading. The Status column indicates if an upload is successful or not.
4. (Optional) Click View Summary to see the Summary window. You can print the upload log.
5. Click OK to return to the connection setup.

To upload records for customers, vendors, and items:

1. Click Upload... during the connection setup to open the Upload... window.
2. Select the records that you want to upload to Sage One. Depending on the type of records you are uploading, you may be able to refine your list by using a filter.
3. Click Upload... to begin uploading. The Status column indicates if an upload is successful or not.
4. (Optional) Click View Summary to see the Summary window. You can print the upload log.
5. Click OK to return to the connection setup.

Published: June 19, 2017
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