Import a Transaction from Another Sage 50 Accounting User
Before you can perform this task
For all transactions
- Adding the customer or vendor's email address to their record in your Sage 50 Accounting company file.
- Identifying the customer or vendor as a Sage 50 Accounting user in your company file.
- Your vendor or customer must identify you in their records as a Sage 50 Accounting user in their Sage 50 Accounting company file.
- Change
to single-user mode.
- (Optional) If you want to email transactions regularly to a vendor or customer, set up email as their transaction preference.
For transactions with inventory items
- If your customer or vendor uses different item numbers to refer to goods or services, you must match their item or service numbers with the item numbers you use in your records. You only need to set this up once for each item.
For transactions with items that have not been recorded in your Sage 50 Accounting company file
- You must match these item numbers with an account to track the sales or purchase. You only need to set this up once for regular items.
To import sales invoices, sales quotes, or purchase orders from vendors or customers that use Sage 50 Accounting:
- Open your email program as well as Sage 50 Accounting.
- Open the email message containing the Sage 50 Accounting attachment from your vendor or customer.
- Save the attached IMP file (refer to the documentation for your email program) and write down the location of the saved attachment.
- In the Sage 50 Accounting Home window, on the File menu, choose Import/Export, and Import Transactions.
- Select the Import Purchase Invoices/Quotes, Sales Invoices/Orders, Or Timeslips check box and click Next.
- Use the Import Transactions Wizard to complete the import.
- Click OK when the import is completed.
- Click Finish to close the wizard.
An alternate way to import a transaction is to open the IMP file with the Sage 50 Accounting program open on your computer desktop. This will trigger Sage 50 Accounting to automatically import the file.