Creating the Sage 50 Import Template

  • Published on Jul 20, 2023
  • 1 minute(s) read
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Importing information into Sage 50 from Quantify requires you to create a Sage 50 import template. The procedures below show you how to do that. 

To configure Sage 50 to Import from Quantify:

  1. Launch Sage 50. 
  2. Click the File menu and select Select Import/Export.
     
  3. Click Accounts Receivable.
  4. Click Sales Journal.
  5. Click Import.

    The Sales Journal dialog appears.
  6. Click the Fields tab and click Show None, to remove the checks from all Show checkboxes.
     
  7. Click the Showcheckbox for these 26 options (to put a check in them):
    • Customer ID
    • Invoice/CM #
    • Apply to Invoice Number
    • Credit Memo
    • Date
    • Customer PO (Not currently exported)
    • Date Due
    • Sales Representative ID
    • Accounts Receivable Account (Not currently exported)
    • Sales Tax ID
    • Number of Distributions
    • Invoice/CM Distribution
    • Apply to Invoice Distribution
    • Apply to Sales Order
    • Quantity
    • Description
    • G/L Account
    • Unit Price
    • Tax Type
    • Amount
    • U/M ID
    •  U/M No. of Stocking Units
    • Job ID
    • Sales Tax Agency ID
    • Recur Number
    • Recur Frequency

  8. Click the Options tab.
  9. Set the Import/Export File location to the location into which the exported .csv files will be saved.
    Note: A .csv file must exist in this folder to select this location.
  10. Click the First Row Contains Headings checkbox in the Import Options section, to remove its check.
  11. Click Save to save these settings to an import template for future use.
    The Save As dialog appears.
  12. Enter name of the template file (such as Quantify Invoice Import), then click OK.
  13. When back on the Options tab, click Cancel, to dismiss this window.
    Note: If you click OK now, the Invoice Import process will begin.We recommend backing up your Sage database at this time to save this template.