Sage 50 Vendor Export Instructions

To generate the reports you need from Sage 50, here's a step-by-step guide for both requirements. Sage 50, being a comprehensive accounting software, offers various reporting capabilities that should meet your needs. However, the exact steps can vary slightly depending on the version of Sage 50 you're using (e.g., Sage 50 Pro, Premium, or Quantum). Below are generalized steps to guide you through the process:

Report of All Suppliers (including address, phone number, email, contact, EIN, Vendor ID)

  1. Open Sage 50 and log in to your company file.
  2. Navigate to the Reports menu and select Vendors & Payables. Look for a report that closely matches the details you want, like "Vendor List" or "Vendor Contact List".
  3. If there's no pre-defined report that includes all the details you need, you can use the Report Designer to customize a report. From the Reports menu, select Report Designer, then choose to modify an existing vendors report or start a new one.

  4. In the Report Designer, add the fields for the supplier's address, phone number, email, contact, EIN, and Vendor ID. You can do this by dragging the fields from the available fields list to your report layout.

    5. Once you have customized the report with all the necessary fields, save your changes.

    6. Run the report by specifying any filtering criteria if needed (e.g., active suppliers only) and then preview or print the report.

Report of All Payments to Suppliers in the Last 12 Months

  1. Open Sage 50 and navigate to the Reports menu, then choose Vendors & Payables.
  2. Look for a payments report such as "Payments by Vendor" or "Check Register". You might need a report that shows all transactions if payments were not only made by checks.
  3. To customize the report for the last 12 months:
    1. When selecting the report, look for a time period option or date range filter.
    2. Set the date range to cover the last 12 months from today's date.
  4. If the existing reports do not meet your needs exactly, use the Report Designer to modify a report or create a new one that includes the payment details for the last 12 months.
    1. Include filters for the date range to ensure only payments within the last 12 months are included.
  5. Save any custom reports you create for future use.
  6. Run the customized report, then preview or print it.

Remember, the availability and names of specific reports or functions can differ based on the Sage 50 version and the regional edition you are using. If you encounter any difficulties or need more detailed instructions, Sage 50's please reach out to support@interopay.com