How to import and export data in Sage Accounting Start

If you’re using Sage Accounting Standard or Plus, see this article instead.

Importing data in Accounting Start

You can import the following data:

• Contacts: Import customers and suppliers

• Bank Transactions:

  • Import manually using OFX or QIF files

  • Connect directly to your bank to download transactions from the last 90 days

   NOTE: Disconnect from your bank before using the Import Statement feature. Import statements first, then reconnect to your bank. Change the default import date to avoid duplicate transactions. 

• Automatic Migration:
  Sage Accounting Start doesn’t currently support integrated migration from other Sage products. The team is evaluating this functionality.

Exporting data from Accounting Start

You can export most data entered in the system:

• Sales, Cashbook, Contacts, and Banking Tabs:

  • Go to the list for each transaction type
  • Click the cogwheel to configure and save column layout
  • Select the desired period
  • Tick the box next to each transaction or click Select All
  • Click Export to download as PDF or CSV

• Reports:

  • Go to the Reports tab
  • Select the period
  • Click Export to choose between CSV or PDF format