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Sage 50 / Instant: Export TB to Excel

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Sage 50 / Instant: Export TB to Excel

by Emily Coltman

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About this Lesson

Type: Video Tutorial
Length: 1:25
Media: Video/mp4
Posted: 06/15/2009
Use: Watch Online & Download
Download: MP4
Size: 18 MB

This lesson is part of the series: Sage Tricks for Accountants

Are you an accountant preparing year end accounts from Sage 50 or Sage Instant?

Would you like to be able to export a Trial Balance from Sage into Excel, so that you can then import it into your accounts production software, e.g. Digita, IRIS?

Watch this video to find out how!

This video is a screencast of Sage Instant but will work equally well for Sage 50.

Also included in the price of the lesson is a fully illustrated .pdf document covering the same content as the video.

Additional Materials

Once you purchase this lesson you will have access to these files:
Sage_tricks_for_accountants_export_TB.pdf

About this Author

: Emily Coltman; 15 lessons; Joined:
05/07/2009

Hi, I'm a Chartered Accountant by profession and have now branched out into making screencasts.

My "Sage Tricks for Accountants" video series came about after having learnt these tricks the hard way as I struggled to turn a set of records on Sage into a set of balancing accounts.

And my "Really Simple Bookkeeping" video series was inspired by the number of really small businesses who just don't need to buy expensive desktop software to keep their books.

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See how to export a Trial Balance from Sage Instant or Sage 50 into Excel as a .csv file.

From there you can import it into most accounts production packages, e.g. Digita, IRIS.

Aimed at accountants and bookkeepers.

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