Sage 50 Export Invoice to Excel

There are plenty of times when we need to export the Invoices from Sage 50 in a file format that is supported by Excel. Here, to ‘Export data’ it implies exporting data that includes transactions, estimates, invoices, and various other files from one system to another. Likewise, within Sage 50 there are also available various methods that you can use to export Wizard, inbuilt option, Export data utility, and more. Now, let us take a look at Sage 50 Export Invoice to Excel.

To Export Windows Option Sage 50 Accounting For Excel

Did you know that you can easily extract or remove the data from the and also add data to the Sage 50 company file? For this, you need to utilize Export Windows to find the various information and details that you need to be exported to the description. Here the ToolBar of the page is displayed along with the options like ‘Delete, Close, Export, Help. However, before you export the data you will be required to check out the export tips before you start the data export process. On the left side of the Export page, there is located a ‘Program’ and Accounts Payable, Accounts receivable section available. Now select the data type that you might need to export. For this, you will need to click on the Program section in order to Display the field template list.

How to Export Invoice to Excel in Sage 50

In order to export, you need to make sure that the data of Sage 50 has been copied into a format that can be easily read using the other programs. These are the steps for Sage 50 Export Invoice To Excel:

• Start by Navigating to the File option
• Next, Click on the Export tab
• This will display the Export window
• Now select the program option and then click on the template you wish to use
• Next, click the Export button in order to display the page in order to allow you to select the Filter button
• Now, Click on the order you require the fields to be exported using a drop-down list named Report order
• If you want to export a journal using one company file to another you will need to click on the data type within the drop-down list named Date. 
• Next, write the date range for which you need to export
• Click on the Filter Range to change the information. This will allow you to easily both exclude and add specific information according to the various types & ranges
• Once the process is completed using the Filter tab, you can click on the fields option. 
• Now, Click on the checkbox called Show for every field you require to add to the export file.
• If you require to hide or show the fields then click on the Select All /Deselect All button
• Once done then click the Options button
• Now select the checkbox called Include headings if you require the date field’s names or the headings you need to export.
• Next, Click on the tab below tab labeled If the Export file exists
• Finally, click on the initial button if you require Sage 50 to verify the process first before file overwriting. 
• If you need to overwrite the file without displaying any prompt click on the second button
• Click on the third option if you need a confirmation window before adding the data to the existing file
• In case you need to add data to an existing file without confirmation then click the fourth option
• For performing any modification to the fields and need saving it using a fresh name to reuse then hit the Save button
• Write the template name
• Hit OK to start the export process

Read More-: Sage 50 2023 Cannot Export to Excel

How to Export Data

Likewise, there are times when we might need to export various data like transaction information or certain customer records. For this, you can use the Export option:

• launch the required module, for example, Customers.
• Now, Click Reports and click select the required folder, for example, Customer Details.
• Now choose the required report, for example, Customer Record CSV.
• Next, Click Export and go to the location to save the file.
• Now, you need to Enter a relevant File name.
• Go to the Save as type drop-down list and select CSV Files (*.csv)
• Now Click Save then enter the required criteria.
• Finally, Click OK.

The Export Data: The Reports Available

Here is a list of the reports that export the data in the correct format in order for you to be able to import them back to the Sage Accounts software if required:

Area

• Report name
• File name
• Location

Customers

• Customer Record CSV
• Customer Record CSV (Extended)
• SI_Ledg.report
• SI_Ledg2.report
• Customers > Reports > Customer details

Supplier

• Supplier Record CSV
• Supplier Record CSV (Extended)
• PI_Ledg.report
• PI_Ledg2.report
• Suppliers > Reports > Supplier details

Nominal

• Nominal Record CSV
• Nominal Record CSV (Extended)
• NI_Ledg.report
• NI_Ledg2.report
• Nominal accounts > Reports > Nominal details

Audit Trail Transactions

• Transaction CSV
• Transaction CSV (Extended)
• Transaction CSV (PP =>PA AND SR =>SA)
• TRANS.report
• TRANS2.report
• TRANS3.report
• Transactions > Reports > Transactions

Products

• Product Record CSV (Extended)
• Product Transaction CSV – Sage Instant Accounts Plus and Sage 50 Accounts Essentials and above only
• ST_LEDG.report
• ST_LEDG2.report
• Products and services > Reports > Product details

Stock Transactions

Product Transaction CSV – Sage Instant Accounts Plus and Sage 50 Accounts Essentials and above only

• ST_TRANS.report
• Products and services > Reports > Product details

Project Records

• Project CSV Report – Sage 50 Accounts Plus and above only
• PJCSV.report
• Projects > Reports > Project details

Fixed Asset Records

• Fixed Asset CSV – Sage 50 Accounts Plus and above only
• FXDASTCSV.report
• Fixed assets > Reports > Fixed asset list

Excel File Formats

The user can easily view and select the required Excel Import File templates. For this you will need to follow the below steps:

• Go to Sage Accounts 
• Now click Help, 
• Next, click About.
• Go to the Program Details section, 
• Now click the Program Directory path.
• Next, Open the Import Templates folder.
• Finally, Double-click the relevant import template

How to Send Accounts Data to Microsoft Excel

There are times when you need to send over the Accounts data to Microsoft Excel. This is usually done for further analysis and can be done with just a few clicks.

• Launch Sage 50 Accounts, 
• Now go to and click the report you wish to send to Excel.
• Next, Click the required output option as follows:

• In case the Criteria window appears, you can enter any required criteria and then click OK.

TIP: In case you discover that the exported reports in Excel are missing header lines, you can resolve this by editing the report in Report Designer, clicking View then clicking Properties, then, from the Export options on the right of the window, clicking Export Options and select the Header check boxes, Finally save the report using File > Save As.

Also Read-: How to Copy Sage 50 Report Data to a Microsoft Excel Spreadsheet

Conclusion

So, there you have it friends, these are the required information, details, and steps on Sage 50 Export Invoice to Excel. However, if you still have doubts about the same, be free to visit our website www.accountingadvice.co and check out the required information.

Frequently Asked Questions (FAQs)