Help CentreIntegrations Accountancy software exportSage : How do I export to my account software?

Sage : How do I export to my account software?

Please note, our integration works for Sage 50 and Sage Instant only.

1. First, go to Integrations > Accountancy software export.

2. Select Sage 50 as your accounting package then set your default codes as they are set in Sage, then click Save.

3. Click 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.

Download an example Sage CSV file

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