Identify Customers and Vendors as Sage 50 Accounting Users

ClosedBefore you can perform this task

This customer or vendor has an active record in Sage 50 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:

ClosedIdentify the customer as a Sage 50 Accounting user

  1. Open the customer record.
  2. On the Import/Export tab, select the This Customer Has Sage 50 Accounting and Can Import Invoices and Quotes check box.
  3. Click Save and Close.

ClosedIdentify the vendor as a Sage 50 Accounting user

  1. Open the vendor record.
  2. On the Import/Export tab, select the This Vendor Has Sage 50 Accounting and Can Import Orders check box.
  3. Click Save and Close.

What do you want to do?

Import a transaction from another Sage 50 Accounting user

Export a transaction from a Sage 50 Accounting user