Yes, you can import the Chart of Accounts budget. You will need to create the file to import as a Comma-Separated Value type (CSV). We recommend using Microsoft Excel

Notes:

• If you have not entered a budget before, you can still follow the steps below. Create a backup before attempting an import
• To see or use a properly formatted template, export an existing budget from your company

Section 1: Export a budget to create a template

1. Go to File, Select Import/Export.
2. Select General Ledger on the left and Budget List on the right.
3. Select Export.
4. Select This Year in the Date field.
5. Click on the Options tab.
6. Select Include Headings.
7. Note the name and location of the file that will be created.
8. Click OK.
9. Go to the location noted in step 7 and open the file.
10. You can enter amounts directly into this file or you can use this file as a guide to set up the file you want to import.

Section 2: Import the new budget file

1. Click File, Select Import/Export.
2. Select General Ledger on the left and Budget List on the right.
3. Click Import.
4. On the Fields tab, make sure all fields included in the import file are checked, and all fields not included are unchecked.
   Note: For each type of data there is set of required fields; consult the Sage 50 Help for specifics (click Help, Help Topics, select the Index tab, and enter import/export fields for a list of each data type).
5. Use the Move Up and Move Down buttons to rearrange the fields so they are in the exact order as in the import file.
6. Select the Options tab.
7. Click the button below Import/Export File to select the import file (Section 1, Step 7).
8. Check First Row Contains Headings if your file contains headings.
9. Click OK to import the file; when the process completes, the window will close to the Select Import/Export window.

Notes:

• Format of fields is important. An amount should be formatted as General or Number, but not Currency. If an account does not have a budget for one of the fields, enter 0
• If your file has titles in the first column, as the file created in the above steps, select First Row Contains Headings on the Options tab when importing