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Uploading Simply Accounting (Sage 50) data

Once you have opened the 'Connect' file the program will begin to run. First, click Browse and locate your data. Select the data folder (ending in .SAJ) for the company you wish to upload. Then enter your Simply Accounting username and Password and click Next.

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Once you have located the company data file you would like to submit and entered your user credentials for Simply Accounting, Connect will begin to extract your data. This may take several minutes to complete. The time this takes to complete is dependent upon the number of transactional data and debtors that are stored within Simply.

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Once the extraction of your data is complete, it will then be uploaded to our servers via a secure connection. Again this may take several minutes as this will depend on size of the data extracted, so the number of transactional data and debtors, and the speed of your internet connection.

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Once your data has been successfully uploaded, your data will be standardized and saved. You will be displayed with green ticks to indicate that process has been successful.

 

For more information about multiple entities upload, click here.

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