How To Publish Items To Sage Business Cloud Accounting

This article is a guide how to publish specific item types from the Dext Prepare web application to your integrated Sage Business Cloud Accounting account.  

For a general guide how to use Sage Business Cloud Accounting with Dext Prepare click here.

For Instructions on the following file types, click the relevant link, or scroll down:

Credit Notes

Sales Invoice (quick entry)

Sales Invoice (multiple line entry)

Credit Notes

To send a document to the Purchase Credit Notes section of Sage Business Cloud Accounting complete the following steps:

  1. Access the Item Details page for your credit note
  2. Change the Type setting to Credit Note/Refund
  3. Change the Publish to setting to Purchase Invoice
  4. Press the ‘Publish’ button

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This will publish your document to the Purchase Credit Notes section of Sage.

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Sales Invoice (Quick Entry)

To send a Sales document to the Quick Entries section of Sage Business Cloud Accounting complete the following steps:

  1. Access the Item Details page for your sales invoice
  2. Check that the Type setting is on Sales Invoice
  3. Select Quick Entry from the publishing destination drop down
  4. Press the Publish button

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The item will appear in Sage Accounting as a Quick Entry that you can then use to create batch sales transactions.

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Sales Invoice (multiple line entry)

To send a Sales document to the Sales Invoice section of Sage Business Cloud Accounting complete the following steps:

  1. Access the Item Details page for your sales invoice
  2. Check that the Type setting is on Sales Invoice
  3. Select Sales Invoice from the publishing destination drop down
  4. Press the Publish button

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The item will appear in Sage Accounting as a Sales Invoice:

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