Upload Sage 50 Accounting Records to Sage Accounting
When you first connect Sage 50 Accounting to Sage Accounting, you may want to set up your Sage Accounting 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 Accounting.
To upload accounts:
- Click Upload Accounts during the connection setup to open the Upload Accounts window.
- Select the accounts that you want to upload to Sage Accounting. You can refine your list by using the Account Class filter.
- Click Upload... to begin uploading. The Status column indicates if an upload is successful or not.
- (Optional) Click View Summary to see the Summary window. You can print the upload log.
- Click OK to return to the connection setup.
To upload records for customers, vendors, and items:
- Click Upload... during the connection setup to open the Upload... window.
- Select the records that you want to upload to Sage Accounting. Depending on the type of records you are uploading, you may be able to refine your list by using a filter.
- Click Upload... to begin uploading. The Status column indicates if an upload is successful or not.
- (Optional) Click View Summary to see the Summary window. You can print the upload log.
- Click OK to return to the connection setup.
Note: If you have already connected to Sage Accounting, upload accounts and records by selecting Sage Accounting from the File menu and then choosing an Upload option.