Accounting Export with Sage50

This guide provides step-by-step instructions on how to import billing data into Sage50 - Canadian Edition. It highlights important considerations and validation points to ensure a successful import. By following these steps, users can efficiently import their billing data into Sage50, saving time and ensuring the accuracy of their financial records.

Reservit Canada
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4 steps
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8 seconds

Reservit

Warning! Sage is very restrictive when it comes to importing accounting entries. Before importing into Sage, you must validate the following points: 1. Make sure that all the lines in your export have an accounting code. To enter accounting codes in Reservit, [Click here](https://faq-reservit-en.scrollhelp.site/EN/accounting-export) 2. Make sure that the date format in Sage50 is the same as that in Reservit, i.e. DD-MM-YYYY. 3. Make sure that the decimal separator is the dot (.) in Sage50 as in the Reservit export.

Here is an example of the exported text: 01-01-24,"20220934","Test Test"\ 4010,149.00\ 2310,5.22\ 2340,7.71\ 2321,15.38\ 1125,-74.50\ 1125,-102.81 The first line shows the date, entry number and first and last name of the invoicing party. Underneath are details of each service, including taxes, payment method and related accounting code.

In Sage50, click on ''Menu'' then ''Import/Export''.

Select ''Import general journal entries into Sage50''.

Select the .txt file generated by Reservit

Once the import is complete, a success message will appear