How do I export to Sage accounts?
Please note, our integration works for Sage 50 and Sage Instant only.
1. First, go to Integrations > Sage Export > Sage defaults.
2. Set your default codes as they are set in Sage, then click Save.
3. Then go to Integrations > Sage Export > Export to Sage.
4. Set your date range and tick if you wish to display card supplements separately.
5. Click “Download CSV”.
6. Once the file has downloaded, you can save it to your computer and then upload it to Sage.