Sage Accounts

Sage Accounts

Sage Accounts Import

In GP-Billing, click on the  icon on the blue navigation bar and select “Account”.

Click on “Search”

Add a filter to include only those records last modified since the previous import was performed i.e. >= 22/06/2021.


Click the Export button 

Click “Save As” and download this to a spreadsheet – open it in Microsoft Excel

Select all records, right click on the spreadsheet and click “Copy”


Delete all rows from the “Accounts_GPBilling” tab.

Paste the results into cell A1 on the “Accounts_GPBilling” tab.

The formatted data for import into Sage can be found on the “Accounts_Sage” tab.

Sage Transactions Import

In GP-Billing, click on the   con on the blue navigation bar and select “Reports”.

Click on the “Transactions” report

Specify the “Date From” and the “Date To” and click the “Income Code” checkbox the click “Refresh”


Click the Export button

Click “Save As” and download this to a spreadsheet – open it in Microsoft Excel

Select all records, right click on the spreadsheet and click “Copy”


Delete all rows from the “Transactions_GPBilling” tab.

Paste the results into cell A1 on the “Transactions_GPBilling” tab.

The formatted data for import into Sage can be found on the “Transactions_Sage” tab.


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