Export Import Account Data using CSV format

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Export and import Sage data in CSV format
 

Are you unable to export and import account data by using CSV format and feeling anxious as despite trying every way possible nothing is working out for you? Now, you can export and import account data at your fingertips simply following the techniques.

In this article, we will be talking through some of the easiest techniques that you can use while exporting and importing account data using CSV format

3 Steps for Exporting and importing Sage Account Data using CSV Format

Step I: Exporting the Account Records of acurrent Sage 50 file to a CSV file

  • The first and foremost thing, you need to click on the File option, then look for Import/Export, and after that click on the Export Records option that you will find in the list.
  • Click on the Next tab.
  • Click on the Accounts tab.
  • Give the desired title to the file that you wish to export and choose the site to where it should be exported.
  • Click on the Next tab.
  • Choose the accounts that you wish to take inwhile exporting.
  • Click on the Next tab.
  • When you will do so, the Export records Summary dialog box will appear on your window screen indicating the process of export has initiated.
  • Click on OK, and after that press on Finish tab.

For immediate Sage product help, you can get in touch with our experts on our Accountinghub Sage tech support helpdesk number.

Step II: Converting the txt file into csv format

  1. For this, you first need to double click on the Microsoft Excel.
  2. Next, choose the file option that you will find on right top corner of the excel sheet and click on it to open.
  3. Look through the directory of the CSV file that was up to that timetransferred.
  4. If you find out that your file still in .Txtlayoutthen you will be prompted by a Text Import Wizard in MS Excel
  5. Select the preferenceDelimited for the unique data sort and press on Next.
  6. For the delimiters, justselect the checkmark for Comma and press on Next.
  7. Carry out any essentialamendments you wish to the data format and press on Finish
  8. Important point to be noted that the very first line of the CSV file has to compriseof Version Digit, Country Encryption, and the expression ‘Accounts’:Version:
  • Simply Accounting version 2005 Version Digit = 12001
  • Simply Accounting version 2006 Version Digit = 13001
  • Simply Accounting version 2009 Version Digit = 16001
  • Simply Accounting version 2010 Version Digit = 17001
  • Simply Accounting version 2011 Version Digit = 18001
  • Simply Accounting version 2012 Version Digit = 19001
  • Sage 50 version 2015 Version Digit = 22001
  • Sage 50 version 2016 Version Digit = 23001
  • Sage 50 version 2017 Version Digit = 24001
  • Sage 50 version 2018.1 Version Digit = 25101
  1. Country Encryption based on the grade of your version of Sage 50 data file. For instance:
  • Canada Country Encryption = 1
  • USA Country Encryption = 2
  • French Country Encryption = 3
  • Australia Country Encryption = 5
  • International Country Encryption = 7
  • Another important point you need to bear in mind that for account you must have:
    • the account numeral in column A,
    • the account title in column B,
    • the account category in column C, and
    • the account classification in column D
    • the home currency in column E
    • the GIFI encryption in column F
    • the account designation in French in column G

Step III: Importing the Account Records of a current Sage 50 file to a CSV file

  • Firstly, open your Sage 50 Accounting, select the File menu.
  • Click on Import/Export.
  • Click on Import Records.
  • The Import Records Wizard will come on your computer screen.
  • Click on the Sage 50 import format.
  • Click on the Next tab.
  • Click on Back Up to generate a backup for the businessafore importing.
  • Once the backup process is successful, click Next.
  • Choose the Browse button next to the Accounts box.
  • Choose the CSV file that you wish to import into Sage 50 Accounting.
  • Press on Next.
  • Sage 50 accounting will display a record of all the accounts that were included, and the cause why some merchants were not included in the list .
  • Press on Finish tab.

If you have any technical query related to termination or deletion of an employee from your QB payroll software, then get in touch with our Accountinghub Sage 50 Technical Support Team.

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