How do I export my pay run figures to Sage 50, 50c or 50cloud?

The Sage 50, 50c and 50cloud accounts products include a CSV import feature, which can be used to transfer your payroll figures.

To set up your account on The Payroll Site:

1. Click the 'Accounting' option.
2. Click 'Edit Details' and select the option for 'Sage CSV'.
3. Click 'Set to Defaults' or fill in the nominal codes manually.

To transfer your figures:

1. Use The Payroll Site to calculate your pay run as normal and click 'Confirm Payments'.
2. Click the 'Export to Accounting' button.
3. Click 'Create Accounting Transaction'.
4. Click the 'Download CSV' button and save the file onto your computer.
5. Open Sage (Note: These are instructions for Sage version 23 and other versions may vary).
6. From the File menu in Sage, select 'Import'.
7. Click 'Next'.
8. Choose 'Audit Trail Transactions' and click 'Next'.
9. Click 'Comma-separated (*.csv)' and ensure 'First row contains headings' is ticked.
10. Click 'Browse', find the CSV file you downloaded earlier and click 'Open'.
11. Click 'Next' and then 'Next' again, then 'Import'.