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The Book-keepers Forum -> Book-keeping Software -> Really? Sage can't export P&L and Balance Sheet into Excel??
Post Info TOPIC: Really? Sage can't export P&L and Balance Sheet into Excel??
Redcuffs


Member

Status: Offline
Posts: 17
Date: Sat Feb 11 16:57 2012
Really? Sage can't export P&L and Balance Sheet into Excel??
 

Hi all,

I've been checking around Sage for a while and can't find how to export P&L and Balance Sheet into Excel? Googled online and someone came up with suggestion of installing another software to help- can't believe it, suppose to be very simple task!

Have I got it wrong? Please help - many thanks!

 

 

 



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Wella


Expert

Status: Offline
Posts: 1863
Date: Sat Feb 11 17:32 2012
 

Hi Redcuffs

I don't think it works in Instant but in Accounts Plus onwards I think you can run as follows

If you run a P&L or Balance Sheet in preview, then click the export button, there is a drop down list of file formats. Select Excel or csv.

I do not know what results you will get, as I only have Instant, which will export as a csv file but the results, aren't pretty

Bill



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Rhianrach


Guru

Status: Offline
Posts: 919
Date: Sat Feb 11 17:36 2012
 

Wella wrote:

Hi Redcuffs

I don't think it works in Instant but in Accounts Plus onwards I think you can run as follows

If you run a P&L or Balance Sheet in preview, then click the export button, there is a drop down list of file formats. Select Excel or csv.

I do not know what results you will get, as I only have Instant, which will export as a csv file but the results, aren't pretty

Bill

 You spend longer tidying up than if you were to just put the figures in manually. smile

 

(you don't but it can't be far off)



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Steve
GJRobbins


Veteran Member

Status: Offline
Posts: 27
Date: Sat Feb 11 17:56 2012
 

Take a look at optegramrp. Runs in excel and gives you full management accounts and graphs with no install required. Free extended trial for this forums members.. www.Optegra-financial.co.uk

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semsley


Guru

Status: Offline
Posts: 1251
Date: Sat Feb 11 19:39 2012
 

Mmmmm Sage would be really useful if its exports to excel looked anything like they should as Steve said you spend ages trying to get all the info in the correct columns. That's another thing QB has over Sage - it exports really well.

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E&OE
Redcuffs


Member

Status: Offline
Posts: 17
Date: Sun Feb 12 13:42 2012
 

Dear all,

Thank you so much for your answers! At lease this proved that I didn't go mental!

Really can't believe that Sage Line 50, such a popular software with millions of users, even can't fulfill this very useful and simple task! As Semsley said, QB can do it. and I know that TAS can do it beautifully. I would like to type in manually since I only have Instant!

Thanks again!

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Donna CBK


Senior Member

Status: Offline
Posts: 293
Date: Sun Feb 12 16:41 2012
 

not sure which package you are on - line 50 has office integration where reports are generated in excel- you can also add reports like pnl monthly by editing the report slightly and saving to the excel file.

 

sorry just seen you are line 50 - you need to "add" to activate your excel integration.  email me if stuck - info@completebookkeeping.co.uk



-- Edited by Donna CBK on Sunday 12th of February 2012 04:42:41 PM

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Rhianrach


Guru

Status: Offline
Posts: 919
Date: Sun Feb 12 16:50 2012
 

I've also noticed big errors when using office integration, where it doubles up some of the figures, toals and such like. It's worth chacking through anything you open in excel just to be sure



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Steve
Redcuffs


Member

Status: Offline
Posts: 17
Date: Mon Feb 13 09:18 2012
 

Thanks Guys! I'll try....

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