• Foreign bank transactions - you must enter these manually
• Sales receipt (SR) - Instead, import as a sales payment on account (SA) and then manually allocate
• Purchase payment (PP) - Instead, import as a purchase payment on account (PA) and then manually allocate
• Sales discount (SD) - Instead, import as a sales credit (SC) and then manually allocate
• Purchase discount (PD) - Instead, import as a purchase credit (PC) and then manually allocate
• CIS deductions or payments on account for CIS purposes
• When entering a Project Ref against certain transactions (for example purchase invoice (PI) and bank payments (BP)), you must also enter a Code Code and vice versa
• Sage 50 Accounts v29.0 and below: Charities - you can't import a transaction with a fund reference. As a workaround, you can import and then Correct the transaction to add the fund reference
• When importing journals from the audit trail any cost codes and project references are not imported

You must import bank accounts as nominal records and then convert them manually to bank accounts. First import the bank nominal codes, then:

1. Click Bank accounts then click New/edit.
2. In A/C Ref enter the required nominal code and press Enter.
3. When the message 'A nominal account with this reference already exists - do you wish to convert it to a bank account?' appears, click Yes.
4. Click Save then click Close.

You can't import into the Invoices and credit module.

You can import sales invoice (SI) and sales credit (SC) transactions as audit trail transactions.

Alternatively, there may be a Sage partner that can offer you a solution. For more information, please visit the Sage 50 Marketplace.

You can't import advanced budget information.

You can check if you use the standard or advanced budgeting method in Settings, Company Preferences on the Budgeting tab.

You must import price lists from within the price list record.

You can't import the following:

• Bill of materials (BOM) information
• Quantity in stock - Instead you can import an adjustment in (AI) stock transaction for the required quantity
• Sage 50 Accounts v28.0 and below:  Intrastat duty code - the 2-digit field after commodity code

You can't import the following:

• Movement out (MO) - Instead, import as an adjustment out (AO)
• Movement in (MI) - Instead, import as an adjustment in (AI)

You can't import CIS information into supplier records to create subcontractors.

Instead, import the supplier record, and then enter the CIS information manually.

You can't import CIS subcontractor transactional information.