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Exporting masterfiles

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Summary

How to export masterfiles (Customers, Items, Suppliers, Accounts) in Sage Accounting.

Description

You'll export masterfile accounts when you wish to edit these accounts in bulk.

Resolution

 

  1. Click Company and then Export Data.
  2. Select the masterfile to export in the Select What to Export field.
  3. Select the date format to use on the csv.
  4. Click Export Data.
  5. Sage will export your data to a Comma Separated Values (.CSV) file.
  6. Click the Windows key + E on your keyboard to open File Explorer.
  7. Go to the Downloads and click the csv file to open.
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