Tutorial. MS Query and Sage #1 - how to setup Import External Data. By David Carter
It’s about time we looked seriously at Microsoft Query. Query is an add-in which enables you to get data out of your accounts package (Sage, Pegasus, Exchequer etc) and into Excel. This is the first in a series of tutorials on how to use Query with Sage Line 50 and Sage Instant Accounting.
Query is particularly useful if you have an older accounts package which processes the invoices or sales orders, but gives you very little by way of decent management reports.
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Sage balances
Hi Katie
I've only just started dabbling with Query but here goes - I'm more of a Sage person.
Silly point probably - but I assume the year end on Sage to July 2007 has been run - otherwise 2007-08 data will be sitting in future.
Secondly, as query seems to be accessing history data, can you refresh the query paths?
Sage Demo Data
I set this tutorial aside for CPD - finally looked at it over 7 months later!
However, good article David - v. useful, no doubt saved me a lot of time.
May I just highlight one small item to assist future readers re 'Set up the demonstration company as a data source'?
Sage demo data companies usually require a user ID to enter (although no password as you correctly say). The ID should be "manager"
Also, although I didn't need the system disks for my 2003, I did have to "Install it now". But that may be my particular installation.
Thanks again for the article.
PS Just seen reference to "manager" in T2 - so you're aware already!