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Business management

Accounting

Sage 50 Report Export/Import 🎬

Learn how to run the financial export from Passare and import into Sage 50 by watching the attached video or by following the step-by-step instructions.

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Export from Passare

Import to Sage 50

Watch this video to begin:

Step by Step: Export from Passare

First, open Sage 50 Accounting and Passare.

Select Dashboard

First, open Sage 50 Accounting and Passare. Select Dashboard

In Dashboard select Case Listing > Select case name

In Dashboard select Case Listing > Select case name

Once case is opened, select Goods & Services under the Financials tab. When in Goods & Services, scroll down and make sure the case is signed.

Once case is opened, select Goods & Services under the Financials tab. When in Goods & Services, scroll down and make sure the case is signed.

If the case is signed, go to the Payments & Adjustments tab under the Financials tab. Make sure the payments have been entered in.

If the case is signed, go to the Payments & Adjustments tab under the Financials tab. Make sure the payments have been entered in.

Then select the System > Reports from the drop-down tab.

Then select the System > Reports from the drop-down tab.

In Reports, select System Reports.

In Reports, select System Reports.

Search "Sage 50" or "sa." Select Sage 50 General Journal.

Passare - under system reports, search "sa" - select Sage 50 General journal

Under Run Your Report:

Select Excel CSV (Step 1: "Report Format") and Run & Send to Download Center (Step 2: "Delivery Method) or Email the Report if needed (enter recipient once selected)

Report Format -select Excel CSV, for Delivery Method, select Run & Send to Download center

Select your date range or enter in specific start/end dates if selected for running multiple cases at a time (Step 3: "Date Range")

Passare - Report Filters - select Date Range of choice

Leave Step 7: "Added to Accounting Export" boxes unchecked (this is already turned on in the back end)

Select Export only unexported items to avoid duplicates (Step 8: "Filter Items To Be Exported")

Select Case (Step 9: "Case") and search by name or case identifier

Step 10: "Preview Export" allows you to view an export without flagging it as an export. Select if needed.

Passare - Report Filters - To be exported & case. select export only unexpected cases. select "case" and search for case, then select from drop down.

After the Run Your Report section is complete, click the Run Report button.

Next, click into the Download Center under Reports.

Passare - click Run report - go to download center

Click Download on the "Sage 50 General Journal" report, which will open up in Excel.

Passare - download report in download center

Passare - excel report

***If opened, click Don't Save when closing so it won't change formatting for import.

Passare - excel report - when exiting, select dont save

Step by Step: Import in Sage

Select File > Select Import/Export

Next, select General Ledger > Passare Journal Export

Next, click Fields to review ( columns previously setup with support and saved)

Sage - fields - review columns

Next, select Options tab > click Import/Export File button

Find and double click or open the file to be imported

Sage - import - search and open file

Once opened: click OK > Yes

The file should now be imported. To view it: go to Lists > General Journal Entries

Sage - lists drop down- select General journal entries

Click on the file to view.

Sage - imported files

Sage - open imported files by double clicking

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