Top

Sage Accounting: Trial Balance import

To import a Trial Balance from Sage Accounting, simply;

  1. Select "Sage Accounting" as the import source
    mceclip0.png
    Note: You can connect through your "My Profile > Integrations" page or from your files' Trial Balance import page

  2. Enter your Sage Accounting account details and login
    mceclip1.png

  3. Select the appropriate options then click "Continue to TB Import"
    • Select the period(s) you would like to import the trial balance for
    • If you already have an accounting structure applied, you will have the choice to override the accounting structure
      mceclip1.png

  4. Once the trial balance has been imported select the appropriate button.     
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.