Sage One Download Summary

Related topics

Learn about mobile invoicing

Connect to Sage One for mobile invoicing

Rename or Renumber Sage One Categories

Delete Sage One Categories

Upload records to Sage One

Disconnect from Sage One

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.

  1. (Optional) Create a backup of your Sage 50 Accounting company.
  2. Select a date from which you want to start the download. Only transactions created on or after the specified date are downloaded.
  3. Click Download Transactions to begin downloading transactions and any new or updated records from Sage One. The results are shown in the Download Summary.
  4. (Optional) Print a copy of the Download Summary.
  5. (Optional) Upload records for accounts, customers, vendors, and items to Sage One. This option opens the Connection Wizard.
  6. Click OK to close the window.

Published: June 12, 2018
© 2018 The Sage Group plc or its licensors. All rights reserved. Privacy Policy | Copyright/Trademarks