Sage 50 Report Export/Import

Run the financial export from Passare and import into Sage 50.

First, open Sage 50 Accounting, as well as Passare.

In Passare, select a case you'd like to export.

Select case from Case Listing

Once the case is opened, go to Goods & Services and make sure the case is signed.

Goods & Services signing

Next, go to the Payments & Adjustments and make sure payments have been entered in.

Payment added to Payments & Adjustments call

Next, go to Reports > System reports.

Reports > System reports

Search and select the Sage 50 General Journal export.

system reports sage 50 general journal

At this time this export only supports General Ledger imports. Only journal transactions are imported. Invoicing must be done outside of Passare.

Select the following report settings:

Report Format: Excel CSV
Delivery Method: Run & Send to Download Center (you can also email the file if you prefer)
Date Range: Case(s) sign date range. You can select a predefined or custom range.
Start Date: Check the export all items up to end date setting. This will export all un-exported items and include any changes you've made to older cases outside the date range.
Filter Items to Be Exported: Export only un-exported items
Case: Select an individual case or leave as All Cases.

If this is your first time exporting, we recommend starting with one case.

Preview Export:
- Check this if you want to view the import without flagging data as exported.
  Do not import this file!
- Leave unchecked when you are ready to import the file. Downloading the file while unchecked will flag data as exported.

QB export settings