How do I Export and Import Company Records in Sage?

Export and Import Company Records in Sage 50

Importing and exporting data is a useful feature incorporated in sage 50. You can save a lot of time while migrating data to and fro between Sage and another source. It saves you from doing a lot of ‘manual effort’ as well. 

In this blog, we will provide you a few important instructions on how to export and import Company records in Sage.

Export and Import Company Records in Sage

How to Export Company Records from Sage 50?

Please follow the below-mentioned steps-

  • Click File
  • Go to Import/Export
  • Now tab on Export Records
  • Select the option Export records to a Sage 50 import file format 
  • Click Next to proceed
  • Select the record type you want to export. Please note that you are allowed to export only one record at a particular instance
  • Assign a unique and easily recognizable name to your file
  • Click  Browse 
  • Select a location, where you want to export your record.
  • Click Next
  • You can select the items to export one by one. You can also select them at one go by clicking  Select All
  • Click Next 
  • Click OK
  • Once exporting the records is complete, you will get a  prompt, asking you to click the Finish tab

How to Import Company Records from Sage 50?

To import records back into your Sage 50 company file, please follow the below-mentioned steps-

  • Open the Sage company file to which you wish to import your  records
  • Click  File
  • Go to Import/Export
  • Click Import Records
  • Now select the Sage 50 import format option
  • Click Next to proceed
  • You can create a back-up at this point if you have not done so before
  • Click Browse 
  • Locate the particular record you need to import
  • Click on Next 
  • Click Finish

Please note: If you have already set up a company with an existing chart of accounts, you will not be allowed to import your accounts to Sage 50, if you are having the Accountant’s Edition. However, if you are yet to create a company and wish to import your accounts, you may select the option “Have Sage 50 create a list of accounts from an export file”. 

Also Read: Learn How to Export & Import Data Using CSV Format in Sage

Final Words!

We hope the simple methods discussed above would help you export and import Company records in Sage. You just need to follow the steps sequentially. If you experience any difficulties in carrying out the above-mentioned steps, you may speak to our experts.

contact us 1 30

We have an extremely skilled team of seasoned experts and we will be able to provide all the support and services, you need, whenever you contact us 1800 964 3096

💠Frequently Asked Questions💠

Q1. What are the Types of Company Records I can Import or Export in Sage 50?

Ans: You can import or export the following types of records in Sage 50-
💠 Vendor Names
💠 Customer Names
💠 Chart of Accounts
💠 Project Names
💠 Employee Names
💠 Inventory Names

Q2. Is There Anything that I Can’t Import into Sage Accounting?

Ans: Is there anything that I can’t import into Sage Accounting?
Yes. There are certain records you are not allowed to import into Sage directly. Some of these are as follows-
💠 customer delivery addresses
💠 Foreign bank transactions
💠 Sales receipts (SR)
💠 Charities
💠 Sales Discount (SD)
💠 Purchase Payment (PP)
💠 Purchase Discount (SD)
💠 CIS deductions

Q3. Is It Necessary to Take a Backup of the Sage 50 Database while Importing Data into Sage 50?

Ans: Yes. Please ensure to take a proper backup of the sage 50 database before importing data into Sage 50. If any mistake happens in the import process, you can easily restore your Sage 50 data from the backup.

Related Posts

Further Reading