Sage 50 Excel Integration: Setup Excel Integrated Report In Sage 50

Connect the Excel program with Sage 50 accounts to enhance the visualization of the reports. The Sage 50 Excel integration lets you easily run Excel spreadsheets directly with the components of accounting software. It helps in organizing data, logical spreadsheets & charts. Before linking Excel with Sage 50, you need to set up the company data file to work smoothly with it. The team of AccountsPro compiled a guide related to Sage 50 Excel Integration; moreover, get in touch with Sage Support Number to learn which Excel version you can use with Sage 50.

AccountsPro complete details and step by step Sage 50 Office 365 Integration will help to use MS Office 365 with Sage 50 accounting.

Benefits of setup and use of Excel Integrated Reporting in Sage 50

The Sage 50 Excel Integration Module offers numerous advantages to businesses. Some of them are mentioned below.

• The module provides a wide range of summaries and reports, enabling you to utilize your data effectively.
• It allows other users to access the data without the need to install Sage 50 on their systems.
• While granting access to other users, Sage 50 ensures the security of your company data remains uncompromised.
• The module facilitates the seamless integration of your account data with other information.
• The included example sheets offer a clear understanding of how the module functions.

How to Set Up an Excel Integrated Reporting In Sage 50?

Using EIR (Excel Integration Report) provides an excellent method for accessing your Sage 50 Accounts data within Microsoft Excel. This integration allows you to run various reports directly into Excel, giving you the flexibility to manipulate the data using Excel functions. Furthermore, you can effortlessly refresh the data, ensuring it stays current with just a simple click of a button. Let’s proceed to set up this convenient feature right away.

Step 1: Check if the Sage options are available in Microsoft Excel:

Microsoft Office 365 is not compatible with EIR, therefore, you should install 32-bit Desktop applications. Follow the instructions to run the standard reports:

• Open your Excel to open the blank workbook
• Verify that the Sage option appears. If not found, then click on the Next button
• It will link the company data
• Hit on the File button, then choose Options
• Select Add-Ins, then choose the drop-down named Manage
• Click on the Excel Add.Ins
• Click on the Ok button
• Now choose the Sage Add-ins and then hit the OK button
• Select the drop-down which says Manage and then choose COM Add-ins
• Click on Ok.
• Select the Sage 50 Excel Integration Reporting check box, then click OK.

Do you know about How To Link Sage 50 To Microsoft Office tools, lets find out complete details and information.

Step 2: Connect Sage 50 Company Data To Excel:

• Click on the “Sage” tab.
• From the “Sage Applications” drop-down menu, select “Sage 50 Accounts.”
• Next, click on the “Recent Companies” drop-down list.
• Choose the option “Add Company.”
• If your company is listed, simply click on it and then click “OK.”
• If your company is not listed, do the following:
  • Click on the “Browse” button.
  • Navigate to the company data directory you previously noted.
  • Select the “setup.dta” file from that directory.
  • Click “Open” to proceed.
• Fill in the login credentials and then select the OK button

Step 3: Running Report In Sage 50:

You can even use the login name to run the EIR. Follow these steps to run a report:

• Hit the Sage button
• Choose the drop-down named Sage reports
• Select the report you need to run
• Click on the Insert button
• This will add the selected report to the active cell of the opened sheet.

Learn causes behind the Sage 50 Unable To Export To Excel and how you can easily fix the issue with simple steps.

How To Connect Excel with Sage 50 Using ODBC?

Use ODBC to connect Microsoft Excel and Sage 50 data:

Microsoft Excel lets you link it to the Sage 50 company data via ODBC. It helps in creating reports via company data directly from Microsoft Excel. Here is the procedure to do the same:

1. Click the Start button.
2. Click Settings.
3. Click Control Panel.
4. Select Administrative Tools.
5. Click Data Sources (ODBC).
6. The ODBC Data Source Administrator window will open.
7. Click the Add button.
8. Select Pervasive ODBC Engine Interface.
9. Click the Finish button.
10. Enter a Data Source Name.
11. Click the Database Name field.
12. Locate and select the Sage 50 company database.
13. Click OK.

To connect the ODBC database in Microsoft Excel 2017 or later:

• Open Microsoft Excel.
• Click the Data tab.
• Click Get External Data.
• Click From Other Sources.
• Select From Data Connection Wizard.
• In the wizard, click ODBC DSN.
• Click Next.
• Find and select the created database.
• Click Next.
• Enter the User Name (ID) and Password for Sage 50 access.
• This will enable the Data Access Report option under the Main User tab in Sage 50.
• Set the User Name (ID) to Peachtree.
• Click OK.
• Choose the required table.
• Click Next.
• Click Finish.
• The Import Data window will appear.
• Click OK.
• Enter the same password used earlier when prompted.
• Click OK.

Follow the steps to resolve the Sage 50 Error Connecting to Database issue when using ODBC to connect Sage accounting to Excel.

Help Unable To Connect Sage 50 To Excel Program

Hopefully, the above article about Sage 50 Integration with excel is helpful! Don’t worry if you fail to perform any of the steps for the first time. Get connected with Sage 50 Support to connect with the consultant team. Use the Sage 50 Live Chat option to chat with an expert or send an email regarding queries to fix the issue.

Frequently Asked Questions