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How to import data

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Summary

How to import accounts, customer and vendor records, transactions and journals into Sage Accounting.

Resolution

What can you import?

  • Chart of Accounts (new company only)
  • Customers and Vendors
  • Products and Services, including stock items
  • Sales and expense Quick Entries
    • Record past sales and purchase invoices or credit notes in batches
    • Record invoices you issued from another system
    • You can't print quick entries or present them to customers
    • To print an invoice, create it from scratch in Sage Accounting
    • Create or import contacts before you import Quick Entries
  • Customer and vendor opening balances
  • Bank transactions
  • Journals


What can you not import?

  • Sales Invoices and Bills
  • Foreign invoices or invoices in foreign currencies
  • General Ledger Opening Balances, except customer and vendor opening balances


Where do you import?

Import each data type from the following locations:

  • Accounts: Settings, Chart Of Accounts, New Ledger Account, Import Accounts
  • Quick entries: Sales or Expenses, Quick entries, New Quick Entry, Import Quick Entries
  • Customers: Contacts, Customer, New Customer, Import Customers
  • Vendors: Contacts, Vendor, New Vendor, Import Vendors
  • Products and services: Products and Services, New Item, Import Items
  • Opening balances: Settings, Opening Balances, Customer or Vendor, New Opening Balance, Import Opening Balances
  • Bank statements: Banking, Bank account, Import Statement
    • A bank feed connection turns off the Import Statement option
  • Journals: Adjustments, Journals, New Journal, Import Journals

What format do you import?

CSV

  • Export your data into a spreadsheet, such as Excel, and organize it before you import it
  • Download the template from the import window and paste your data into it to avoid errors
  • Upload your formatted CSV file
  • You can't import other formats, such as .txt or .zip, even from another Sage product

Bank transactions

  • Import bank statements as CSV files using the template in the import window
  • Upload OFX or QIF files from your online bank without changing them
  • Connect your bank account through a bank feed to download up to 90 days of transactions, depending on your bank
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