Identify Customers and Vendors as Sage Simply Accounting Users

Before you can perform this task

This customer or vendor has an active record in Sage Simply Accounting. If not, you should create a record for this customer or vendor.

To import or export transactions with a customer or vendor, you must:

Identify the customer as a Sage Simply Accounting user

  1. Open the customer record.
  2. On the Import/Export tab, select the This Customer Has Sage Simply Accounting and Can Import Invoices and Quotes check box.
  3. Click Save and Close.

Identify the vendor as a Sage Simply Accounting user

  1. Open the vendor record.
  2. On the Import/Export tab, select the This Vendor Has Sage Simply Accounting and Can Import Orders check box.
  3. Click Save and Close.

What do you want to do?

Import a transaction from another Sage Simply Accounting user

Export a transaction from a Sage Simply Accounting user