Sage 50 Chart of Accounts Export

Use the following steps to export the chart of accounts from Sage 50 US

CenPoint cannot import transaction history from Sage 50 US.

It is recommended to keep a copy/access to your Sage 50 US account for a minimum of 7 years to meet the IRS requirements.

Choose Chart of Accounts

Click on ‘Chart of Accounts’ under Reports

Click on ‘Columns’ across the top

Check the boxes for:

General Ledger Account Id

Account Description

Active/Inactive

Account Type

Current Balance

*Other fields are optional

Export to Excel

Save the file to somewhere you can find it ;)