General Ledger lets you export data, such as account master information and transaction batches, to files that can be read and used by other programs. Transferring this information to non-Sage 300 databases is called exporting.
Example: One common use of the Export/Import functions is to export account balances (or net amounts) to a spreadsheet for analysis and manipulation. Then, import this information as next year's budget information.
Before you start
- General Ledger exports to Excel, so be sure to have an Excel file prepared before you export.
To export General Ledger information, follow these general steps:
- Open the screen for the data you want to export.
- Click Options > Export.
- Click Browse, and then specify the location and file to export to.
- Expandable items can be clicked in order to view and specify the list of fields to export.
- If there are fields that you do not want to export, clear the checkbox for that field.
Note: Items with a star beside the check mark are key fields that you must export.
- Click Export to begin the export.
When the export is finished, you receive a message that displays the number of records exported.