How do I export my pay run figures to Sage?

The Sage 50 products include a CSV import feature, which can be used to transfer your payroll figures. The Sage Instant products do not have import features, so Sage Instant users will need to retype their payroll figures.

When you have finished calculating your pay run, click Confirm payments and then click on the Export button. Within the Accounts System Configuration tab, select the option for "Sage 50 CSV" if you are using Sage 50 Accounts 2010 onwards, or select "Old Sage 50" if you are using an older version. Next, fill in the nominal codes that you are using within Sage. Once these details have been set, the system will remember them for next time. Click the Accounting Transaction tab and the system will show you details of the accounting transaction. Click the "Download CSV" button to download the CSV file onto your computer.

It is advisable to take a backup before importing into Sage. These are instructions for importing the CSV file into Sage 50 Accounts 2011 (other versions may vary):
1) From the File menu in Sage, select Import
2) Click Next
3) Choose "Audit Trail Transactions" and click Next
4) Click "Comma-separated (*.csv)" and ensure "First row contains headings" is ticked.
5) Click "Browse", find the CSV file you downloaded earlier and click "Open"
6) Click Next and then Next again, then Finish

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