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Customer Forum

Export to Sage 50

External Posted: 2013-03-15 13:13

 Hi guys,

I am just wondering if it is possible to export invoice and finance data etc. from Workbooks to import in to Sage 50 but without using the Sagelink 3rd party add on?  As a sole trader I can't justify £600 to buy the Sagelink software but I do want to use the Workbooks invoicing etc...

Any suggestions would be appreciated.

Many thanks

Gareth

Workbooks Support Posted: Tue, 19.03.2013 - 11:45

Hi Gareth

It is possible to export data from Workbooks so that you can import it into Sage and there are various ways you can do this. However, the easiest way would be to create a Report which shows the information you wish to export. Once you have saved the Report, you would need to select the 'Export' option, which will allow you to export the information into a CSV file. Once you have done this you can import the information into Sage.

If you have any further questions please do get in touch.

Workbooks Support

 

External Posted: Thu, 21.03.2013 - 15:15

 Thanks for the reply.. I will look into that...