Import a File Formatted for Sage Simply Accounting

Before you can perform this task:

To import a file formatted for Sage Simply Accounting:

1. In the Home window, from the File menu, choose Import/Export, and then Import Records.
2. Select the Sage Simply Accounting import format option and click Next.
3. (Optional) To back up your data, click Back Up.
4. Type the location of the file(s) you want to import, or use Browse to navigate to the file(s). You can import files simultaneously for:
• Accounts
• Vendors
• Customers
• Employees
• Inventory
• Projects
• To import the selected file(s), click Next.
5. Click Finish.

What do you want to do?

Export records a file formatted for Sage Simply Accounting

Learn about importing records into Sage Simply Accounting

Learn about exporting records from Sage Simply Accounting