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

Sage Software can integrate with Microsoft Office in several ways, such as emailing documents, sending reports and grid data to Excel, mail merge and Excel Integrated Reporting. For these features to work correctly, you must use a version of Microsoft Office that's compatible with your Sage software version. This article details the software versions that are compatible.

The compatibility explained below also applies to Sage 50c Accounts, but there are additional 50c Apps and Add ins that link aspects of your data to Microsoft Office 365. Find out more about Sage 50c Accounts >>

Microsoft Office Compatibility

To integrate correctly, both your Sage and Microsoft Office software must be installed locally on the same computer.

Microsoft Office version Sage Accounts Sage 50 Payroll Sage 50 HR Sage 50 Forecasting
2012 (v18)
2013 (v19)
2014 (v20)
v21
v22

v23
v24
2016 - 2017
2017 - 2018
(v23.00)
All versions
(1, 2, 3, 4)
2007
2003
2007

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.

Exchange 2010
2010 32-bit
Office 2010 32-bit starter edition
2010 64-bit Partial - See below
2010 Click-to-Run

Microsoft Office 2010 is 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.

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.

2013 32-bit

2013 64-bit

Partial - See below
2013 Click-to-Run

This streaming version of Office uses virtualisation when installing which restricts access from Sage software.

2016 32-bit
2016 64-bit Partial - See below
2016 Click-to-Run

This streaming version of Office uses virtualisation when installing which restricts access from Sage software.

Office 365 - Cloud based

 

Sage 50c apps and add-ins >>
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.

Partial - See below
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 form your Sage software, you can email using SMTP settings. For details of how to do this in Sage Accounts, please refer to article 12659, or for Sage 50 Payroll, refer to article 26449. If you're unsure of your SMTP settings you should refer to your IT administrator or email provider.

 

Sage 50 Accounts v23 / v24 and Office 64-bit

If you use Microsoft Office 64-bit, the following Sage 50 Accounts features are compatible:

  • File > Microsoft Integration > Contents to Microsoft Excel.
  • Send to Excel options within each module and the Excel option within the Report Browser window.
  • File > Microsoft Integration > Contents to Microsoft Word - You must first install the 64-bit ODBC driver. Read more >>
  • ODBC queries in Excel - You must first install the 64-bit ODBC. Read more >>

To 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.

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.