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
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Click on ‘Chart of Accounts’ under Reports
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Click on ‘Columns’ across the top
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Check the boxes for:
General Ledger Account Id
Account Description
Active/Inactive
Account Type
Current Balance
*Other fields are optional
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Export to Excel
Save the file to somewhere you can find it ;)
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