Sometimes, while working with the Sage 50 business application, users might encounter an issue where they are unable to open or export the financial reports in Excel or export them in the Microsoft application. The causes for such issues can be improper integration of the Sage 50 with MS Excel or many other technical glitches due to which they are unable to export the Sage data to an Excel sheet. Whatever the reason can be, it is necessary to understand the reason why root cause based on which we can take the desired measure to fix this issue.
Here, we are going to tell you what to do in case you are unable to export Sage financial reports to MS Excel. Along with that, we list easy step-wise process to integrate Sage with MS Excel.
Why Sage 50 Cannot Export to Excel
Sage 50 is one of the most commonly used accounting software programs by the majority of small and medium-scale enterprises. Another major tool used by the Windows user is MS Excel for data analysis. There is a requirement for compatibility between the accounting application and the Microsoft Office component. However, sometimes, due to some reasons, the export error to Excel occurs in the Sage applications:
- The settings in MS Excel are such that they block any file users have imported from any external applications.
- The Sage 50 application is incompatible with the Sage 50 application. This can probably be due to any pending update in Sage or MS Excel.
- Improper configuration in the MS Excel. For this, you might need to reinstall MS Excel or MS Office.
- You are not running the Sage 50 application with administrator privileges.
Also Read: Unable to Register Data Source Error
Reasons to Import Data into Sage 50 from MS Excel or Vice Versa
Sage 50 is a popular accounting application for maintaining a company’s accounting-related tasks. However, not each and every user will have the Sage application, so there is a requirement for a feature through which another user can analyze the report or data generated in the accounting. One such application which each and every window will use is MS Excel. Therefore, it is mandatory to the option of Sage 50 export to Excel. However, sometimes, due to changes in user settings and other preferences, MS Excel won’t import data from Sage 50. In that case, users need to take some of the measures given below to resolve this.
How to Resolve the Issue of Sage Being Unable to Export to MS Excel
Based on the root cause, different measures can be taken in order to make Sage 50 compatible with MS Excel. Following are different ways through which you can resolve the export error between Sage 50 and MS Excel.
Run Sage 50 as an Administrator
In order for the Sage 50 application to be more compatible with the operating system, you need to run it as an administrator. A very simple way to do that is just to right-click on the shortcut icon and hit the option “Run as Administrator.” However, if this doesn’t complete the task, or you are unable to locate the required option, then you have to connect with IT support.
Look-Over the Trust Center Setting in the MS Office
The trust center setting might be blocking the MS Excel applications from sharing data and other files with external applications. There, you need to check the trust-center settings and then make the required changes as per your requirements. Following is the stepwise process to change the Trust Center Setting in MS Office:
- Open any MS Office component, which can be MS Word, PowerPoint, or any other, which in this case is Excel. Now locate the file options in the top-left corner of the screen. Click on it.
- From the drop-down menu, hit on the “Option.”
- A new window will pop up on which you can locate the option “Trust Center” on the left corner. Once you click on it, you can easily locate the option “Trust Center Settings.”
- In the trust center settings, you need to hit the option “File Block Settings.” This will list different file formats in which Excel saves a file. For each of these options, you need to hit the “Open” and “Save” options, which will prevent Excel from opening any file in these formats only.
- Following are the various file types you need to uncheck:
- Excel 2007 (Add-on files, Macro-Enabled Workbook and Templates, Binary WorkBooks)
- Excel 97-2003 (Add-on Files, WorkBook and Templates)
- Excel 95-97 (WorkBook and Templates)
- Once you make the desired changes, you need to save them by hitting the option “OK” in the Trust Center and then again “OK” Excel option window.
- Close the MS Excel and open Sage 50 to check whether the file export issue has been resolved or not.
Restore the Default Settings of the MS Excel
Any recent changes in the setting of the MS Excel can impact other functions, making it incompatible with other applications. For such changes, you need to restore it to default settings. This, you can do on the control panel, steps for which are listed below:
- Open the control panel in your system, and there, hit the option “Program and Features.”
- Now, from the list of programs, select the MS Office window, right-click on it, and then hit the option “Change.”
- Afterward, from the new pop-up window offering various repair options, hit on “Quick Repair” and then “Repair.”
- This will initiate the repair process, which, once completed, you will need to restart the system.
- Lastly, once the process has been completed, you need to start excel again in and try to open the Sage files.
Select Default Views for New Sheet in MS Excel
- Open Excel in your system and either click on the “Windows Icon” on the left or click on the “File” option.
- Now, on the next window, on the bottom, you can locate “Options.” clicking on it will open a new window titled “Excel Option.”
- Select the “General” tab on the left and navigate to the section “When opening a new workbook.” Afterwards, on the option “Default View for new sheets,” select “Normal View.”
Check Whether Sage 50 is Compatible with MS Excel.
- Open the Sage 50 application in the system, where on the homepage, locate the option “Help.”
- From the drop-down menu, hit the option “About Sage 50 Clouds Account.”
- Under the section “Program Description,” note down the version number.
- Now, you need to check which version of Sage is compatible with MS Office, based on which you need to make the required changes in your current application.
Fix MS Excel Installation Issues
You need to manually register or install the MS Excel, for which you have to follow the given steps:
- Open the Run Prompt, for which a shortcut key can be “Window+R.”
- Then, type the given commands:
- C:\Program Files (x86)\Microsoft Office\root\Office16\Excel.exe” /regserver
- C:\Program Files\Microsoft Office\root\Office16\Excel.exe” /regserver
- In case manually registering the MS Excel won’t work, you need to reinstall the MS Office and the Sage Application again in your system.
How to Export Sage Data to Excel
While the main focus of the discussion is the different measures in order to take in order to fix the issues of Sage not exporting the data files to Excel, users first need to know how the correct process to export data files from Sage to Excel.
- Open the Sage 50 application, where you need to browse the file you need to export to another application or here, MS Excel.
- Based on the type of action you wish to take, you need to select the desired option, which is discussed below:
Save the report in a specified file format
Click “Export,” select the file type, and then hit “Save.”
Export the report to Excel in the same format as in the preview
Hit “Report to Excel” and save the file.
To send data in Excel ready in columns for further analysis
Hit “Data to Excel”
Making It Short and Simple
MS Excel is one of the applications that each and every user would use to view and analyze data reports. While many of the users have MS Excel, not everyone can have Sage applications. Therefore, it is necessary that files users generate in Sage accounts should be compatible with MS Excel. However, issues sometimes persist where you might not be able to fetch or export the Sage financial report to Excel, for which you need to check whether MS Excel and Sage applications work in compatibility with each other. Follow the above measures to connect, or if the issue still persists, then dial the helpline number given below.
Frequently Ask Questions (FAQs)
The common cause of hindrance while sharing files between applications is compatibility issues between the two.
- Sage 50 does not have administrator-level privileges.
- Issue due to settings in MS application.
- Installation issues in MS Excel due to which user needs to reinstall the application or MS Office or the Sage 50 software.
Users can easily browse the file they need to export to Excel and then select the desired option based on the required action they need to take while exporting data from Sage 50 to another application.
The Excel Integrated Reporting (EIR) is an extension available in Sage 50 accounting through which users can access their Sage 50 data in MS Excel. For this, users can find the desired option in Excel Add-Ons, after which they can easily connect their company data to MS Excel.
The following measures can be taken to fix compatibility issues between MS Excel and Sage 50 application:
- Run Sage 50 as administrator.
- Reset the MS Excel settings to default.
- Fix MS trust center settings.
- Make sure you are using the right version of Sage 50 which is compatible with MS Excel.