1. Open your .xlsx file in Excel. Verify that the columns…

yearworker

@yearworker7mo agopublic

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1. Open your .xlsx file in Excel.

Verify that the columns contain the necessary fields:

Journal Code

Account Number

Document Date

Description

Debit/Credit Amount

Reference, etc.

2. Save in the correct format.
Menu: File > Save As

Choose the format:

Text (Tab-separated) (.txt)* → recommended

or CSV UTF-8 (Comma-delimited) (.csv)*

3. Create an import format in Sage.
Menu: File > Options > Customizable Imports

Create a new format:

Type: Accounting Entries

Delimiter: Tab (if .txt) or Comma (if .csv)

Associate each column with the corresponding Sage field.

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