How to import data

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

What can you import?

• Chart of Accounts (in a new company)
• Customers and Vendors
• Products, Services and Stocks
• Sales and Expenses Quick Entries

• • Allows batch recording of past sales and purchases invoices or credit notes
  • Suitable for invoices issued from another system
  • You can't print or present quick entries to customers
  • Create an invoice from scratch within the product to print it
  • Create or import contacts before importing Quick Entries

• Customer/Vendor Opening Balances
• Bank transactions
• Journals (only available in CA and UK)

What can you not import?

• Sales Invoices and Bills
• Foreign invoices
• Invoices with foreign currencies 
• General Ledger Opening Balances (except for Customer/Vendor OB)

Where do you import?

• Settings, Chart Of Accounts, New Ledger Account, Import Accounts
• ​Sales or Expenses, Quick entries, New Quick Entry, Import Quick Entries
• Contacts,
  • Customer, New Customer, Import Customers
  • Vendor, New Vendor, Import Vendors
• Products and Services, New Item, Import Items
• Settings, Opening Balances, Customer or Vendor, New Opening Balance, Import Opening Balances
• Banking, Bank account, Import Statement
  NOTE: Connecting to the bank with Bank Feeds disables the Import Statement feature. 
  
• Adjustments, Journals, New Journal, Import Journals

 

What format do you import?

CSV

• Retrieve or export your data into a spreadsheet file (such as Excel) and organize the data before importing it
• Upload your preformatted CSV file
• You can't import any other format such as .txt or .zip, even if used in another Sage product
• Edit the CSV based on the template before importing it
  • Download the template provided in the import window and paste your data into it to avoid errors

Bank transactions

• Import bank statements as CSV files and follow the template in the import window
• Upload OFX or QIF files downloaded directly from your online bank without preparing or modifying the file
• Connect your bank account directly via bank feed and download up to approximately 90 days worth of transactions (bank dependent)