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Export data from Sage Accounts

You can export data from Sage Accounts to import into another installation of Sage Accounts or into another program.

Sage Accounts includes a number of reports that are specifically designed for exporting data in a format that is ready for import into Sage Accounts. If you need to use the exported data with another program, the exported data may require some editing before you can use it effectively. For more information about this, please refer to the software provider.

Data you can export

The following table shows the data you can export and the csv reports available.

Data Report name Report location

Customer Record data

  • Customer Record CSV
  • Customer Record CSV (Extended)

Customers > Reports > Customer details

Supplier Record data
  • Supplier Record CSV
  • Supplier Record CSV (Extended)

Suppliers > Reports > Supplier details

Nominal Record data
  • Nominal Record CSV
  • Nominal Record CSV (Extended)

Nominal codes > Reports > Nominal details

Sage Accounts 2014 (v20) - Company > Nominal Ledger > Reports > Nominal Details Reports

Audit trail transactions

  • Transaction CSV
  • Transaction CSV (Extended)

Transactions > Reports >Transactions

Sage Accounts 2014 (v20) - Company > Financials > Reports > Miscellaneous Reports

There is a filter on these reports to exclude SR,PP,SD and PD transactions because you cannot import these transactions back into Sage Accounts.

Product Record data
  • Product Record CSV
  • Product Record CSV (Extended)

Products and services > Reports > Product details

Sage Accounts 2014 (v20) - Products > Reports > Product Details Reports

Product transactions

 

  • Product Transaction CSV

Products and services > Reports > Product details

Sage Accounts 2014 (v20) - Products > Reports > Product Details Reports

There is a filter on these reports to exclude MI and MO transactions because you cannot import these transactions back into Sage Accounts.

Project Record data
  • Project CSV Report

Projects > Reports > Project details

Fixed Asset Record data
  • Fixed Asset CSV

Fixed assets > Reports > Fixed asset list

Sage Accounts 2014 (v20) - Modules > Fixed Assets Register > Reports > Fixed Asset List Reports

To export data

  1. In Sage Accounts, browse to and select the required report then click Export.
  2. Browse to the folder where you want to save the exported data and enter a file name.
  3. In the Save as type drop-down click Comma Separated Value Files (*.csv) then click Save.
  4. Complete the Criteria window as required then click OK.

If you export data as a CSV file it is comma separated. This means if there are commas or speech marks in any of the fields you export this may cause the data to appear incorrectly when you open the file in Microsoft Excel. This is because Excel reads each comma as a new field. For example, if the description in a record is ' Envelope, white' this would appear in 2 separate columns in Excel.