How to import all date from Excel in to Sage ?

Dilemma with import

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I'm startin a new role. The problem is all date was in Excel.

 I have a dilemma.I would like to introduce to new company Sage 50 or Xero.

How to start ? where is easy to transfer, import all date to Sage og Xero ? Now is November , i presume I have to start from April ? Please help with right and practical dessision.

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By zebaa
20th Nov 2019 14:19

Talk to sage, they will quote if you can give enough information.

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Caroline
By accountantccole
20th Nov 2019 14:56

When you buy sage 50, there are standard templates, you can import audit trails so if you can put your data into the same format you can suck it in.
You could do bank movements into Xero/ QBO in the same way.
You could start looking at this and start the new year from April in the new way?

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All Paul Accountants in Leeds
By paulinleeds
13th Dec 2019 14:49

I import data from Excel almost everyday into Sage 50 Accounts.

It's very simple. Setup your Excel file columns into a certain order. Go to Sage and click File, Import, Audit Trail and select the Excel file (saved in csv format).

See Sage article Sage 50 Accounts (16905) at https://ask.sage.co.uk/scripts/ask.cfg/php.exe/enduser/std_adp.php?p_faq....

Just make sure you format all nominal accounts to '0000' format and not '30' for example. Use Excel custom format of 0000.

You can also import supplier and customer accounts details and opening balance invoices.

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www.red-it.co.uk
By ara.martirossian
13th Dec 2019 16:39

Hi

Sage standard imports don't cover all the areas (e.g. Purchase Orders, Sales Orders, product Invoices, Service Invoices, Charity, Projects, ...). Have a look at Excel2Sage by Red IT Solutions Limited:

www.red-it.co.uk/excel2sage

which has pretty much all of the Day-To-Day transactions you will need. There is also a free trial and YouTube video channel

https://www.youtube.com/user/reditvideo?feature=watch

with lots of examples and tutorials.

Please email me if you have any questions
Ara Martirossian FCA
[email protected]
0207 965 7142

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