Public Schedule Face-to-Face & Online Instructor-Led Training - View dates & book

importing data other accounting

Forum home » Delegate support and help forum » Microsoft Excel Training and help » Importing data from other accounting software packages to Excel

Importing data from other accounting software packages to Excel

ResolvedVersion 2007

Sathy has attended:
Access Intermediate course
Excel Advanced course

Importing data from other accounting software packages to Excel

How can I import data from accounting software packages such as SAGE to Excel?

RE: Importing data from other accounting software packages to Ex

Hello Sathy,

Hope you enjoyed your Microsoft courses with Best STL.#

Thank you for your question regarding importing data from an accounting package to Excel.

I have worked with many different accounting packages, all of which had an Export to Excel function. Not having used Sage I can't answer for them. However, I suspect that they will allow this. So when I wanted data to be transferred o Excel I would select the parameters and then use the export function to complete the transfer.

If you want to do this the other way round i.e. Import from Excel, this is done from Data ribbon in the Get external data group. It is always a good idea to refer to your IT department who can set up an ODBC file which you can use to help with importing the data you require. Also, find someone in your company who is already doing this and get some help from them.

I hope this resolves your question. If it has, please mark this question as resolved.

If you require further assistance, please reply to this post. Or perhaps you have another Microsoft Office question?

Have a great day.
Regards,

Rodney
Microsoft Office Specialist Trainer

Mon 6 Feb 2012: Automatically marked as resolved.

Excel tip:

Creating custom lists

In Excel if you type in January in a cell, you can then copy this cell to replicate Febraury, MArch, April etc.

This list has come from Tools- options and Custom lists.

Therefore to save time and create your own list you can click on New (in Tools and custom list tab) and type out the lsit that you want copied quickly.

All you have to do is then type in the 1st word and you will be able to copy the rest of the list quickly.

View all Excel hints and tips

Connect with us:

0207 987 3777

Call for assistance

Request Callback

We will call you back

Server loaded in 0.1 secs.