Sage 50 Accounts file upload
Share your Sage 50 Accounts data by exporting and uploading a file
You can share your financial data from this integration using the Intelligent upload method. To do so, click the data sharing link you received via email to open the connection flow.
Next, select your accounting software from the list. Then, follow the on-screen instructions to run, download, and share reports. We summarized these steps below.
Upload your bills
Download and share the invoices issued to you by your suppliers.
Supported file formats: XLS, XLSX, XLSM, CSV
- In your Sage 50 Accounts account, go to the bills section where you can see a list of bills.
- If required, apply filters to show the bills you want to export. If a from date filter is available, select the last year.
- Find the Export option, choose Excel or CSV format, and download the file.
- Upload the file using the link provided to you.
Upload your suppliers
Download and share a list of your suppliers.
Supported file formats: XLS, XLSX, XLSM, CSV
- In your Sage 50 Accounts account, go to the suppliers section.
- If required, apply filters to show the suppliers you want to export.
- Find the Export option, choose Excel or CSV format, and download the file.
- Upload the file using the link provided to you.
Upload your payments
Download and share your payments to suppliers.
Supported file formats: XLS, XLSX, XLSM, CSV
- In your Sage 50 Accounts account, go to the payments section.
- If required, apply filters to show the payments you want to export.
- Find the Export option, choose Excel or CSV format, and download the file.
- Upload the file using the link provided to you.
Upload your expenses
Download and share your expenses.
Supported file formats: XLS, XLSX, XLSM, CSV
- In your Sage 50 Accounts account, go to the expenses section.
- If required, apply filters to show the expenses you want to export.
- Find the Export option, choose Excel or CSV format, and download the file.
- Upload the file using the link provided to you.