Summary
Learn how to export a general ledger file from Sage 300 ERP.
Notes
- Sage 300 ERP is previously known as ACCPAC.
- The demo company Sample Company Inc. is being used in this guide.
- We recommend exporting to CSV because Sage 300 ERP Excel exports require additional data formatting before importing into MindBridge.
- CSV files can be imported into MindBridge; however, if you would like to view your CSV export in Excel, please see our article: Converting Text Files (delimited or fixed width) to Excel.
- CSV files can be imported into MindBridge; however, if you would like to view your CSV export in Excel, please see our article: Converting Text Files (delimited or fixed width) to Excel.
Extract data
- Navigate to the General Ledger submenu in the sidebar.
- Click G/L Reports.
- Click Print Destination and set it to Preview.
- Under G/L Reports, select Transactions Listing.
- Specify the date range. Keep the other report options as they are. Click Print.
- The report that is produced should look like the image below. Click on Export Report icon in the top left corner of the screen.
- Select CSV from the drop-down and click OK.
- Keep Delimiter as it is and select Tab as Separator.
- Select Do not export under the Report and Page sections.
- Save the exported file to your computer.
- The exported file should look like this:
Next step: Sage 300 ERP: Transform the general ledger
Anything else on your mind? Chat with us or submit a request for further assistance.