Importing Sumac Ledger Entries into Simply/Sage

Importing Sumac Ledger Entries into Simply/Sage

To import into Simply accounting, do the following

  1. In Sumac, go to the Ledger Entries list. Search for the date range of entries you're interested in to find the list of entries to export. Under "Reports" click "Simply (Sage 50) Accounting" to run this report. Sumac will save this report to a file.
  2. Once you've produced the report in Sumac, go to Simply/Sage.
  3. Once there, go to File > Import > Import Transaction
  4. Pick the format of Simply50 Accounting
  5. Choose your file, and Simply will automatically import it and tie it to the contact that already exists in the accounting system.
Note: When Sumac sends this data to Simply, it is sending General Journal entries.



    Societ Academy

    Learn what you need to know, any time. Free!
    ​


    • High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
    • Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
    • A certificate of completion - you can request a certificate of completion for every session you attend.