Microsoft Office and Sage Accounts, Payroll, HR and Forecasting compatibility

Sage software integrates with Microsoft Office in several ways, such as emailing documents, sending reports and grid data to Excel and Excel Integrated Reporting. To ensure these features work correctly, you must use a compatible version of Microsoft Office that's installed locally on the same computer. This article details the software versions that are compatible.

Microsoft Office 2003 and 2007 are no longer supported by Microsoft, therefore we're limited in the support we can offer. We can help with basic steps, however if these don't work, you should upgrade your software to a more recent version.

Sage 50 / 50c Accounts and Sage Instant Accounts

To check your Sage Accounts version number, on the menu bar click Help, then click About. To check your Microsoft Office version, please refer to the Check your Microsoft Office version section.

Microsoft Office version Sage Accounts
v23
v24
v22

2014 (v20)
v21
2012 (v18)
2013 (v19)
Office 2003
Office 2007
Exchange 2010
Office 2010 32-bit
Office 2010 32-bit starter edition
Office 2010 64-bit Compatible with the following features:
  • File > Microsoft Integration > Contents to Microsoft Excel.
  • Send to Excel options in each module and the report browser.
  • File > Microsoft Integration > Contents to Microsoft Word - You must install the 64-bit ODBC driver.
  • ODBC queries in Excel - You must install the 64-bit ODBC driver.
Office 2010 Click-to-Run Compatible provided Microsoft Outlook is installed locally on the computer.
Office 2011 for Mac

This is a version of Office for Mac. It runs in the Mac environment and not in the Windows emulator and is therefore not compatible with Sage.

Office 2013 32-bit

Office 2013 64-bit

Compatible with the following features:
  • File > Microsoft Integration > Contents to Microsoft Excel.
  • Send to Excel options in each module and the report browser.
  • File > Microsoft Integration > Contents to Microsoft Word - You must install the 64-bit ODBC driver.
  • ODBC queries in Excel - You must install the 64-bit ODBC driver.
Office 2013 Click-to-Run Compatible provided Microsoft Outlook is installed locally on the computer.
Office 2016 32-bit
Office 2016 64-bit Compatible with the following features:
  • File > Microsoft Integration > Contents to Microsoft Excel.
  • Send to Excel options in each module and the report browser.
  • File > Microsoft Integration > Contents to Microsoft Word - You must install the 64-bit ODBC driver.
  • ODBC queries in Excel - You must install the 64-bit ODBC driver.
Office 2016 Click-to-Run Compatible provided Microsoft Outlook is installed locally on the computer.
Office 365 - Cloud based Compatible with Sage 50c features:
  • Sage Contact
  • Sage Capture
  • Sage Intelligence
  • Sage Cloud Backup
  • Send documents to OneDrive
Office 365 - 32-bit - Desktop based

The desktop based subscription of Office 365.

Office 365 - 64-bit - Desktop based

The desktop based subscription of Office 365.

Compatible with the following features:
  • File > Microsoft Integration > Contents to Microsoft Excel.
  • Send to Excel options in each module and the report browser.
  • File > Microsoft Integration > Contents to Microsoft Word - You must install the 64-bit ODBC driver.
  • ODBC queries in Excel - You must install the 64-bit ODBC driver.
Trial, student and not for business use versions These aren't full versions of Microsoft Office and have some functionality disabled, so Sage software may not integrate correctly.

If you're using a non-compatible version of Outlook and would like to email documents from your Sage software, you can email using SMTP settings.

 

Sage 50 Payroll, HR and Forecasting

To check your software version in Sage 50 Payroll or Sage 50 Forecasting, on the menu bar click Help, then click About. To check your Microsoft Office version, please refer to the Check your Microsoft Office version section.

Microsoft Office version
Sage 50 Payroll
Sage 50 HR
Sage 50 Forecasting
2017 - 2018
v23.02
All versions
2007
Office 2003
Office 2007
Exchange 2010
Office 2010 32-bit
Office 2010 32-bit starter edition
Office 2010 64-bit
Office 2010 Click-to-Run Compatible provided Microsoft Outlook is installed locally on the computer.
Office 2011 for Mac
This version of Office for Mac runs in the Mac environment rather than the Windows emulator and is therefore not compatible with Sage.
Office 2013 32-bit
Office 2013 64-bit
Office 2013 Click-to-Run
This streaming version of Office uses virtualisation when installing which restricts access from Sage software.
Compatible provided Microsoft Outlook is installed locally on the computer.
Office 2016 32-bit
Office 2016 64-bit
Office 2016 Click-to-Run
This streaming version of Office uses virtualisation when installing which restricts access from Sage software.
Compatible provided Microsoft Outlook is installed locally on the computer.
Office 365 - Cloud based
Office 365 - 32-bit - Desktop based
The desktop based subscription of Office 365.
Office 365 - 64-bit - Desktop based
The desktop based subscription of Office 365.
Trial, student and not for business use versions      

If you're using a non-compatible version of Outlook and would like to email documents from your Sage software, you can email using SMTP settings.

Check your Microsoft Office version

Office 2003 and below

  • Help > About Microsoft Office Excel, Outlook or Word.

Office 2007

  • Office button > Excel, Outlook or Word Options > Resources.

Office 2010

  • File > Help.

Office 2013 and 2016

  • Excel or Word - File > Account > About Excel or Word.
  • Outlook - File > Office Account > About Outlook.

Office 365 - Desktop based

  • Excel or Word - File > Account.
  • Outlook - File > Office Account.

Office 365 - Cloud based

If you're using the cloud based version of Office 365, the File menu doesn't appear. The screenshots below show how the menu bar differs in cloud based Outlook 365 and desktop Outlook 2013.

Cloud based Outlook 365


Desktop Outlook 2016