I have an old version of Sage instants its V12, I am trying to run a particular nominal report and I would like to export it to Excel. I can't find for the life of me how to do it! Its easy in QB's but can't seem to do it in Sage. Is my version too old to do it?
Any help would be greatly appreciated before I tear my hair out!
To be honest it fits the purpose its used for and the client doesn't want to upgrade so I suppose if it ain't broke don't fix it. I had a fiddle last night but couldn't find out how to do it. Maybe I can't on this version?
You would normally run the report, and there would be an export button at the top, which allowed you to "save as" an excel file... but I am not sure with such an old version.
Newer versions do have some ace additions to them. Bank reconciliation has been made much easier, for one. For £100, they might find it would save a lot of time.
I am sure Jeremy will be back soon with an answer :)
I hope so. Sage Instant now ships with ODBC drivers named [Sage Line 50 vXX] - can't remember about back at v12 though - I've guessed [Sage Line 50 v12].
Good luck!
Edited for PS
PS If it's not I could re-work if you can give me the exact ODBC driver name.
-- Edited by bro0010 on Friday 20th of September 2013 09:05:46 PM
Just had a quick look and it will let you safe to a PDF but won't let you do an excel sheet. Shame as I need to add a column and take a few things off of it for my client.
Do you have a [Sage Line 50 v12] ODBC driver on the machine? If you have, I have a quick and dirty way of getting the monthly nominal balances into Excel where you can "do your thing". I'm fling blind as I don't have access to v12 at the moment but I hope the attached Excel file will do it for you. In Excel 2003, right click on A1 and Refresh Data and then provide the login credentials and pathname to the client data. One thing I should mention is that the balance sheet accounts that can show as either Assets or Liabilities will only show under the Current Asset heading in this fudge. There are no macros in the file, just an ODBC connection that I've guessed at.
you can export it to csv format and you canopen that with any spreadsheet including excel.
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