Excel zone

EXPORTING DATA FROM SAGE

Sage Line 50 to Excel export
I'm looking for a practical tip on how to extract accounting data from Sage Line 50 so that it can be analysed/manipulated in Microsoft Excel. Dick Lloyd

Sage/Excel Integrated Reporting in v11
I can see how to paste a Sage Data Range into a spreadsheet and set the criteria for the data. But I really need to run the query again with different criteria. In simplest terms I might want to look at the sales turnover of a customer, then look again for a different customer. Sage tell me that refresh only works with the original criteria. Trevor Green

Exporting/Importing Sage invoices
Does any one know of any software that will export and import sage invoices from Sage v9.00.0023? Robert Cowen

Exporting from Sage Line 50 to Excel - Part 1
Sage's File'Send to Excel facility in version 8 of Line 50 was a key development for exporting data from Line 50. But, David Carter warns, there are still a number of traps for the unwary.

Exporting from Sage to Excel - Part 2
Part 2 of David Carter's series on exporting data from Sage Line 50 deals with the tidying up required to turn dates into real dates, reinstate essential fields and to get debits and credits right.

Exporting from Sage Part 3 - Building a P&L in Excel
David Carter's step-by-step guide on how to create a P&L report in Excel using pivot tables.

Excel and ODBC links to Sage Line 50
We use ODBC to extract stock quantities etc from Sage into an Excel spreadsheet. Can I write a formula in Excel that uses my ODBC link to look up info in the Sage database so we can get up-to-date quantities whenever Sage is changed? Richard Middleton

Export Sage Line 50 data to Excel using Search
When exporting data into Excel you need to be able to filter it to send over only the records you want rather than the entire database. Line 50's Search facility is the tool for this but it is a bit clunky and you need some local knowledge to make it work properly. David Carter provides a worked example.

Export Data from Sage Line 50 screens into Excel
A tip-off from AccountingWEB member Mike Rees alerted David Carter to a little-known facility within Sage Line 50 that can make extracting reports to Excel a breeze. Read on to learn more about this useful feature - and the workaround for a minor bug within the routine.

Sage Line 50 export to Excel
A new client has a very old version of Sage Line 50 (version 5.02.0071). Is it possible to export the data into Excel? Sheila Martin

Exporting from Sage
I have a client that has a complex Excel management reporting pack that is currently being completed by manually re-keying data from Sage Line 50. Is it possible to export through ODBC Sage departmental TBs that could then be linked throughout the spreadsheet and massively improve the time taken to produce these reports? Ian Stacey

Can I export from Sage into QuickBooks?
I am looking to move from Sage to Quick Books and am hoping that there is a program that can take my Sage backup or data file and turn it into a QB data file. Is this a pie in the sky dream or does anyone know how to do this? Jonathan Vowles

Can Sage line 50 export data in Microsoft Access 2000?
Can I get at the data that I have already entered in the Sage Line 50 v4.10 package? I wish to import the data into MS-Access 2000 on a Windows98 platform. Neil Boath

Sage-Excel Links
We're looking into exporting data from Sage into Excel so that reports can then be produced. Ideally it will be from Line 50 but Sage FAPP may may used if need be. We need to make it as simple as possible for the user and wondered if anyone knew of any software add-ons already available before we write our own. Robert Gordon

IMPORTING DATA INTO SAGE

Excel to Sage Line 50
I am trying to import Client and Invoice records from Excel into Sage Line 50. I have created .csv files (text), but Line 50 freezes whenever I try to import them. Mike Huxley

Sage Import from 3rd party software
Does anyone know if there is a cheap bit of software on the market to allow purchase and sales invoices to be imported into Sage from third party software? Bruce Rose

Sage and Accountant Link
I've been asked about Accountant Link by a client, and confess that I have never used it. I have Sage Client Manager as well as Line 50, and if Accountant Link works well it could be very useful. So I'm just checking whether anyone has any comments on this. David Evans

Software Review: Sage Line 50 Client Manager
Version 11 of Sage Line 50 introduces a new tool designed specifically for accountants, the Accountant Link. Nigel Harris took an in-depth look and was impressed with what he saw...

Sage Line 50 CSV import
We have developed an application for commercial vehicle repairers which simplifies the entire booking in of jobs through to measuring the work done and the production of the customer's invoice... Is there any way we can import into Sage the invoice totals and ALSO the different nominal codes for each of the different lines? JC

Sage Line 50 DAT file
I have receive a Sage Line 50 back up file via email and it has the extension .DAT I believe this is because it was e-mailed using Microsoft Outlook rather than Outlook Express. Is there any way of using this file (as a Sage backup) or is it unusable and will I have to get another back-up copy? TK Mahoney

Importing Sales Receipts in Line 50
A client currently issues approx 1,000 bills per month and collects all receipts via direct debit. The billing is provided by a third party who supplies the invoice information in a CSV file. Similarly the DD service provider provides receipts information in a CSV format. The client imports both sets of data into Sage Line 50 but there is no auto-matching function so the receipts are all classed as Payments on Account. Is there an add-on for Line 50 that could help? Hasnain Mozaffar

How do I copy data from one company in Sage to another?
I want to make significant changes to the nominal ledger structure in sage for a company I am working with. I am planning to set up a new company and then transfer over opening balances based on new mapping. This bit I am fine with but I want to find a quick way of copying over the supplier and customer details and balances. Does anyone know how to do this? Fiona Rook

Sage Import - POP
126348 We operate SAGE Line 50 v8 and were wondering whether anyone knows if it is at all possible to import a purchase order form into the POP module or if it is able to be done by any other means? Our 'technical' people have an Excel spreadsheet which they type on the details of the purchase order which they pass to an accounts processor who then duplicates the data staright into Sage - we are looking for a way round this double entry if possible. Graham Darling

Sage query on CSV importing
Trying to import some product records into Sage but can't seem to import the cost price of the record into Sage. Does Sage allow you import Cost Prices into Sage or not? Kein yet Cheugn

Sage Line 50 import problems with purchase orders
I wanted to import data from our intranet into Sage Line 50 and was told by Sage that this was possible in a CSV format - great I thought. My initial glee then faded when going further into the ins and outs Sage told me that purchase orders could not be imported.

Sage - importing data
I need to know what the requirements of Sage are as regards the data import - what mandatory fields does it require and does it reference all inward bound transactions with its own references? How about nominal codes import - must it be in a pre-determined format? Must each element of the double entry be on separate data lines? As you can tell I don't have specific questions and am after a generic response. Rob

Uploading invoice transactions into Sage Line 50
It takes a while to enter invoices into Sage line 50. We have all the invoices generated on a separate contact system that shows when the invoices should be raised. Can I import that invoice data into Sage Line 50 and save all the typing? I can print off invoices from the database, but need Sage to log the invoice details. Glyn Charles

Upload Excel to Sage?
Is it possible to upload from an Excel spreadsheet to Sage? For example: Journals, purchase invoice batches. BP Lane

Clients accounts are on Sage
After having spent sufficient on Iris which is really efficient, do I have to have Sage also in order to just read the client's data? I do not actually need to use it as a bookkeeping package. The trouble is as you load more companies on it, the price goes up each time and as far as I am aware, the client has to have the same version.
Is there no way around this?

Import Data from Sage by Department using ODBC
I use an ODBC to import Data from Sage Line 50 in to Excel. We have reports which are submitted every month. I have had to key in all data for these reports. I discovered how to use an ODBC and it saved me lot of time on producing my overheads report. However other reports require information by department. How can I import data from Sage by department and also can I specify a date for the information required? Robert Jones

Upload data in Sage Line 50
A customer has different stores located around the country and orders need to delivery to different address. Is there a way to upload different delivery address to individual customer invoices in Sage Line 50 Financial Controller? Wing Lai

Invoicing programs that link to Sage?
A new hotel and restaurant has selected Sage Line 50 Accountant Version 9 for its accounting, and is not happy with the invoicing procedure. They want to be able to enter the "selling price" of say, accommodation, or bar drinks etc gross of VAT, which is almost impossible. The owners and staff are not particularly computer literate and so a simple program that would allow an import into Line 50 is all that is required - so nothing too complex please! Chris Lloyd

Export/Import of Sage invoice records
We have a client for whom we do all the bookkeeping. The client has a copy of Sage at their premises on which they purely raise & print invoices. We then receive paper copies of the invoices and post single line invoice totals to our copy of Sage (Customers/Invoices) which we then update to the SL. We then do the rest of the bookeeping. I am aware of the ability to import/export customer, supplier & product records using a CSV file and we do this regularly to update their system for changes to customer details and products. It is also possible to do this with audit trail transactions? As far as I am aware you cannot do this with invoice records. Neville Ford

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