How to Prepare Sage 50 Files for Import

Recommended Changes:

The minimum changes that we would recommend for all Sage users are detailed in the first half of the video. Those are:

  1. Disable split view and enable Grid LinesThis is recommended mainly for better visibility.
  2. Add month / year heading and delete top datesThe top of every column of numbers should have a heading that contains the month and year. The format is flexible, but we recommend just using MMM YYYY, e.g. Feb 2014.
  3. Convert all formulae to valuesUsing copy >> paste values, we convert all embedded formulas in any data cells into normal, static numbers. This is necessary for the next round of copy-pasting we do.
  4. Merge two columns into one
    Using copy >> paste special (skip blanks), we consolidate the values from two columns into just one.
  5. Remove auto-generated document footer
    Unmerge and delete this cell, as it might interfere with proper parsing.
  6. Delete extra leftover column
    After step #4 we have an extra column -- this can now be deleted.

Recommended additional changes:

Doing these extra steps will make your imports easier to handle, and ensure that CFO Scoreboard can parse them better:

  1. Add extra columns and resize
    We'll need several more columns between the account names and the numeric values, in to which we will move our hierarchy.
  2. Indent sub-accounts into next column
    By using quick clicks and Ctrl-X >> Ctrl-V, we quickly indent out each level of our chart of accounts hierarchy into the next column(s) to the right.
We hope this works great for you! If you have any questions after following along with this process, please don't hesitate to reach to us.

Still need help? Contact Us Contact Us