Import/Export Link to Sage 50 (Peachtree)

Note:

The Import/Export link to Sage 50 (Peachtree) is outdated, and has been replaced with the Interactive Link to Sage 50 (Peachtree). We strongly recommend that you do not use the Import/Export link to Sage 50 (Peachtree).

When Sage Software released its 2005 version of Sage 50 (Peachtree) Accounting, they included new features that enabled applications like QuoteWerks to integrate much more closely with Sage 50 (Peachtree). We took advantage of this opportunity starting with version 2006 and created a new Sage 50 (Peachtree) integration called the interactive method. The old Sage 50 (Peachtree) integration used an Import/Export method.

Import/Export

The first method is an Import/Export process through the Sage 50 (Peachtree) its File -> Select Import/Export menu. Up until Sage 50 (Peachtree) 2005 was released, this was the only way to integrate with Sage 50 (Peachtree). It requires that you export files, and import files, and it is not very user friendly. The Import/Export method works with Sage 50 (Peachtree) versions 2005 and lower. For customers that still use these older versions of Sage 50 (Peachtree), we still offer this integration method.

Interactive

The second method is the “interactive” link, which communicates directly with Sage 50 (Peachtree), eliminating exports and imports, and is very user friendly. The interactive method works with Sage 50 (Peachtree) 2006 and higher.

If you have been using our old Sage 50 (Peachtree) Import/Export link, and you are considering using the new interactive method, the list below will give you an idea of what has changed:

•The interactive method works with only certain versions of Sage 50 (Peachtree) outlined in the interactive link topic.

•No more need to export the Sage 50 (Peachtree) import file from QuoteWerks, then switch to Sage 50 (Peachtree), and then import the file.

•Setup is easier; you no longer have to manually enter item names and accounts. You are provided with lists of items and accounts to choose from.

•Interactive version enables you to export batches of invoices/sales orders and/or purchase orders at the same time.

•If a customer does not exist in Sage 50 (Peachtree), QuoteWerks can now create customers in Sage 50 (Peachtree) for you. Customer information is also updated automatically.

•If an Inventory Item does not exist in Sage 50 (Peachtree), QuoteWerks can now create items in Sage 50 (Peachtree) for you. Item prices in Sage 50 (Peachtree) are also updated automatically.

•Grouped bundles can now be exported as a single line item in Sage 50 (Peachtree).

•When purchase orders are created in Sage 50 (Peachtree), there is now an option to lookup the vendor full name in Sage 50 (Peachtree) to obtain the Vendor ID for the Sage 50 (Peachtree) Vendor. Using this option, you no longer need to maintain a manual translation between vendor names and Sage 50 (Peachtree) Vendor ID’s.

•You can now choose which vendors you want to create purchase orders for instead of just all of them.

•The Sage 50 (Peachtree) link now has Purchase Order creation options of Never, Always, and Prompt.

•The invoice and SO due date is now based on the DocDueDate field on the Sale Info tab instead of just 30 days from the document date.

•The PO Good Through date passed to Sage 50 (Peachtree) is now 30 days from the export date.

•There are now 5 sales rep id mapping options and the manually mapping now displays the Sage 50 (Peachtree) Sales Rep ID and Sage 50 (Peachtree) Sales Rep full name on the mapping window making it much easier to setup. When exporting, if a manual sales rep id mapping is not found, you will be prompted to select the appropriate rep.

•Purchase Orders can now be exported separately from the corresponding Invoice/Sales Order.

•Sage 50 (Peachtree) can now be used as a source of customer/contact information just like the integration to the contact management software!

•DataLink support has been added for Sage 50 (Peachtree) including ability to pull from ShipVia, BillToTaxCode, and Custom fields into the quote.

•If the tax rate for the QuoteWerks document does not match the tax rate for the customer in Sage 50 (Peachtree), in the import/export version, the export would be cancelled. With the interactive version, the Sage 50 (Peachtree) customer tax rate is now used.

•When problems are encountered during the export, you will now be notified with the specific cause of the problem.

•Salesperson mappings are now automatic, you are asked to select which Sage 50 (Peachtree) sales rep id corresponds to the sales rep name in QuoteWerks. With the Import/Export method, you would have to manually match the QuoteWerks and Sage 50 (Peachtree) Sales Rep IDs.

•Items no longer have to exist in Sage 50 (Peachtree). With the interactive version, QuoteWerks can now create items in Sage 50 (Peachtree) for you. When the item is created, you will be prompted to select which Sage 50 (Peachtree) income and expense accounts should be associated with this new item. Additionally, if the item already exists in Sage 50 (Peachtree), you can optionally have QuoteWerks update the price of the existing item.

•Effective with the release of the new interactive link, we are discontinuing support for the older problematic Import/Export link.

Sage 50 (Peachtree) supports the importing of transactions through its File -> Select Import/Export menu. Exporting information from QuoteWerks to Sage 50 (Peachtree) is accomplished in two steps:

Step 1: Create the export file from within QuoteWerks

In QuoteWerks, select Tools -> Export to Peachtree to display the window used to export the invoice/sales order and purchase order information to respective text files.

Step 2: Import the file from within Sage 50 (Peachtree)

In Sage 50 (Peachtree), choose File -> Select Import/Export, and then select the import template that you establish during the setup procedures. Invoices/sales orders and purchase orders must be imported separately into Sage 50 (Peachtree). However, both files can be imported via the Import/Export window.

Limitations of the Import/Export Link to Sage 50 (Peachtree)

•Customers used for invoices/sales orders must already exist in Sage 50 (Peachtree).

•Vendors used for the purchase orders must already exist in Sage 50 (Peachtree).

•Item being sold must already exist in Sage 50 (Peachtree) if you need to record the sale/purchase of the item in a specific GL account, otherwise the sale of the item will be recorded in the default GL account.

•The vendor Address on purchase orders is pulled from Sage 50 (Peachtree), not the QuoteWerks document.

•Sage 50 (Peachtree) has an item description limit of 160 characters on invoices/sales orders and purchase orders.

•Sage 50 (Peachtree) item descriptions cannot contain distinct lines; rather the entire description is automatically wrapped to the next line as required.

•If you work with multiple Sage 50 (Peachtree) companies, you must open the Sage 50 (Peachtree) company that you want to import into before you run the Export to Sage 50 (Peachtree) process in QuoteWerks.

•The use of a Price Modifier in the Price Modifier column of a QuoteWerks group header line item is not supported.

•Sage 50 (Peachtree) does not support compound taxes (sales tax computed on top of sales tax).

•When importing invoices/sales orders, Sage 50 (Peachtree) does NOT automatically number the document. The number will be empty when sent to Sage 50 (Peachtree).

•When exporting documents to Sage 50 (Peachtree), the document cannot use of a % discount in the price modifier column of a group header line item.

•When exporting documents to Sage 50 (Peachtree), the document cannot contain % discount or % charge line items as Sage 50 (Peachtree) does not support these.

•Sage 50 (Peachtree) does not support the QuoteWerks running subtotal type of line item; therefore it is not exported to Sage 50 (Peachtree).

•When grouped bundles or grouped configurations are used in QuoteWerks, the group header line is not exported, only the group member line items within the group are exported unless the option to “Convert grouped items to single item” is selected in which case only one line is exported for the entire group which will be the group header line.

•When grouped bundles or grouped configurations are used in QuoteWerks, when they are exported to Sage 50 (Peachtree), the prices of the individual line items in the group will be displayed unless the option to “Convert grouped items to single item” is selected in which case only one line is exported for the entire group.