Export Customer Details and Transactions to Sage
Export Customer Records and Transactions to Sage with Small Business CRM Software
We like to think that Amphis Customer is the easiest way to create Quotes and Invoices and Manage your Customers. It is designed to be very easy and simple to set up and use, and it requires no accounting knowledge.
Of course, your accountant might also need to access your records and so we have provided an easy way to Export Customer Details and Customer Transactions into Sage.
We have added an Export to Sage menu option which you can use to export customers, invoices, receipts and refunds to Sage.
This option enables you to Export Customer Records and Transactions to .csv files which you can then Import into Sage.
You can specify the Sage Type and Sage Nominal Account or use the defaults provided. For the transactions, you can specify the start and end date so that you only export each transaction once.