Page History: Exporting Accounts to Sage
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Page Revision: 04/08/2011 10:11 AM
1) Go to Accounts > Export Accounts.
2) Search the type of Accounts you want to export to Sage.
3) Select the items you would like to export and click on Export.
4) Items will be exported into an Accounts folder in an excel document, the default path is: C:\Accounts\accounts…csv
5) A message box will come up saying “Export complete. Exported to C:\Accounts\accounts …csv
6) From here you will open up Sage and import the data from the excel file you have just created.