Exporting for Sage Accounting Software

Owned by Troy Sweet (Unlicensed)
Mar 31, 2022
3 min read

You can export budgets and reports from CostCertified and import them into Sage for record keeping.

Exporting a project budget: This will export the vendor/sub details for a specific project.

  1. Open a proposal and click on the “Budget” tab (left side of the screen).

  2. Click the settings icon in the top right corner. This will launch a pop-up window that will allow you to toggle different budget sections. Note: these columns can also be deleted from the spreadsheet that is exported.

  3. Once you have the toggles set to your preference, close the pop-up and click the “Export” button that is to the left of the settings button. This will generate a .xlsx file of the project budget.

  4. This budget sheet can be adjusted to import the vendor/sub contractor totals for this project into Sage Accounting. NOTE: You will need to have your vendor/subcontractor contacts saved inside of Sage with a reference number assigned to each one. Your vendor list can also be imported into Sage to expedite this process. https://us-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=210128223750317&page=1&position=1&q=import

  5. Adjust the columns of the spreadsheet to match the importing format for Sage. NOTE: Make sure you use the appropriate Vendor Reference number that is assigned to each vendor in Sage. You can also create a unique reference for this project.

  6. Export the file as a CSV file.

  7. In Sage Accounting, go to the “Expenses” tab and select “Quick Entries.”

  8. This will load your Quick Entries page. On the right side of the screen you can click the arrow to the right of “New Quick Entry” and select “Import Quick Entries.”

  9. Select the .csv file that you created from the CostCertified spreadsheet and import it into your sage account.

Exporting Reports from CostCertified: this will allow you to export a broad overview of the pricing for all of your proposal.

  1. Click on the menu button in the top left corner of CostCertified (the 3x3 cube stack) and go down to “Reports” in the middle column.

  2. Go to the projects list.

  3. Adjust the settings to display the projects that you want to see.

  4. Click the export button to generate a report as an .xlsx file.

  5. Follow the same steps to adjust the file and import it into Sage.