Sage Accounting: Journal Entries Export

To export your journal entry adjustments to Sage Accounting, simply:

1. Select the adjustment section(s) that you want to export then click on the Export button > Export to Sage Accounting;
   
   Note: You will not be able to export adjustments that do not meet the requirements.
   
   
2. A login window will pop up. Enter your Sage Accounting login details to connect;
   
   Note: Where applicable, you may be required to enter a security code for Multi-Factor Authentication.
   
   
3. Review your selected journal adjustment(s);
   
   Note: Please read the "Important information" section for further restrictions and information.
   
   
4. Once you are happy with your selections, click on "Continue to Export" button;
   
   
5. Your selected journal adjustments will be displayed with a success or fail export message; 
   

Important Information:

• Adjustments will not be included in the VAT return in Sage Accounting. If required, please update the journal in Sage after the export.
• Re-exporting adjustments will override previously exported adjustment sections.
• Bank accounts cannot be corrected, nor can Control or tax ledger accounts.
• Custom Ledger accounts that cannot be located in Sage Accounting will fail to export.
• Any journal entries previously exported to Sage Accounting cannot be re-exported if the journals have been edited on Sage. Please update all journals in MyWorkpapers.

Requirements for journal adjustments:

• Adjustment sections must be balanced. Total debits must equal total credits.
• Journal entries must have an amount set either on Debit or Credit. You cannot export blank journals.
• Journal adjustments must be set to the "Adjusted" type.
• Description and Comments must not include the characters: '{' and '}' as Sage will reject them.

Note: In order to use this feature, your user role must have the permission to "Export Journal Entries to Third Parties". To learn more about permissions, click here.