Sage50 cloud Accounts combines the convenience of the cloud with the power of desktop accounting software. A complete view of your business finances in one place. Because Sage50 is a cloud-based app, just like Archdesk, the 2 systems can communicate and data can be transferred between them.
Archdesk integrates with the accounting system Sage50. What it means is that you can transfer your financial documents from Archdesk to Sage50 in just a few clicks.
Is the transfer possible both ways?
The Integration between Archdesk and Sage50 is one way: from Archdesk to Sage50. The flow is not possible the other way around.
Is the transfer instant?
The Integration is not instant. The Archdesk user will have to download the Financial documents from Archdesk and upload the CSV file (Sage50 prepared) to the accounting system.
What financial documents can be transferred?
The transfer from Archdesk to Sage50 is for:
- Sales Invoices & Credit Notes
- Purchase Invoices & Credit Notes
The transfer does not include Purchase Orders.
How does the information get transferred from Archdesk to Sage50?
All information sent over to Sage50 is financial: Invoices (Sales and Purchase) and Credit Notes.
These are created inside the system and have certain fields that are mandatory:
- Contact - taken from the existing database in Archdesk, uploaded by the Implementation Consultant during the Implementation Process, and updated by the client throughout time. The address on Invoices and Credit Notes is a mandatory field
- Line items - that must be also connected with Tax Levels & Nominal Codes
Based on that, when Archdesk creates the CSV file ready for Sage50, the setup is ready.
All that you need to do next is upload it to Sage50.
Where can I download the CSV ready file for Sage50?
To download the CSV file with Sales Invoices & Credit Notes:
1. Click on Financials tab > Select Sale Invoices from the menu
2. Select the Export button
3. Select the Export to Sage
Archdesk will download the CSV ready file for Sage50. All you need to do is go to Sage and upload it!
To download the CSV file with Purchase Invoices & Credit Notes:
1. Click on Financials tab > Select Purchase Invoices from the menu
2. Select the Export button
3. Select the Export to Sage
Archdesk will download the CSV ready file for Sage50. All you need to do is go to Sage and upload it!
How does the CSV extract look like?
Here is a view inside the CSV file, prepped for Sage50 upload.
Does the CSV for Sage50 work with other type of Sage products?
Unfortunately not. This works only for Sage50.
For more information please contact us at support@archdesk.com