Sage software has the flexibility to integrate with Microsoft Office in several ways. You're able to email your documents, quickly send accounts data to Microsoft Excel and Excel Integrated Reporting (EIR). To use these features, use a compatible version of Microsoft Office that you install locally on the same computer as your Sage software. NOTE: EIR is only compatible with 32-bit Microsoft Office. You can only use integrated Microsoft 365 features with Sage 50 Accounts. Go to the Sage Help Centre for further support. Google and Microsoft changes These providers retired basic authentication in September 2024. If you use either of these in your Sage software to send emails via SMTP, you need to update your settings. For more information, visit our changes to SMTP email authentication affecting Sage software guide. Check if your versions are compatible - To check your Sage 50 version number, within your software - on the menu bar go to Help, then About
- To find out the version of Office you're using, go to support.microsoft.com
IMPORTANT: If you use the 'new look' Outlook, revert back to the classic style. The new look version isn't compatible with Sage 50 software. To check if you're using the new look outlook, check the top right of the window, see the screenshot below: Select your product below: Compare your version number with the chart below to see which Microsoft Office it's compatible with. NOTE: The symbol ⚠️in the chart means the version is compatible with the ▼ Following features Sage 50 Accounts v30 - Emailing documents
- Send reports to Excel
- Send Dashboards to Excel
- File>Microsoft Integration >Send contents to Word and Excel
- ODBC integration except Microsoft 365
NOTE: Sage 50 Accounts v30 64-bit is fully compatible with 64-bit installations of Microsoft Office for all supported features. Sage 50 Accounts v29 - Emailing documents
- Send reports to Excel
- Send Dashboards to Excel
- File>Microsoft Integration >Send contents to Word and Excel
- ODBC integration except Microsoft 365
Sage 50 Accounts v28 - Emailing documents
- Send reports to Excel
- File>Microsoft Integration >Send contents to Word and Excel
- ODBC integration except Microsoft 365
Sage 50 Accounts v27 or v26 - Emailing documents
- Send reports to Excel
- File>Microsoft Integration >Send contents to Word and Excel
If these versions are 64-bit, you must Install the 64-bit ODBC driver. Office version | v31 64-bit | v31 32-bit | v30 64-bit | v30 32-bit | v29 | v28 | v27 v26 | Office 2016 32-bit | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | Office 2016 64-bit | ✔️ | ⚠️ | ✔️ | ⚠️ | ⚠️ | ⚠️ | ⚠️ | Office 2016 Click-to-Run | ⚠️ | ⚠️ | ⚠️ | ⚠️ | ⚠️ | ⚠️ | ⚠️ | Office 2019 32-bit | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | Office 2019 64-bit | ✔️ | ⚠️ | ✔️ | ⚠️ | ⚠️ | ⚠️ | ⚠️ | Office 2021 32-bit | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | Office 2021 64-bit | ✔️ | ⚠️ | ✔️ | ⚠️ | ⚠️ | ⚠️ | ⚠️ | Microsoft 365 - Cloud based | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | Microsoft 365 - 32-bit - Desktop based | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | Microsoft 365 - 64-bit - Desktop based | ✔️ | ⚠️ | ✔️ | ⚠️ | ⚠️ | ⚠️ | ⚠️ | Trial, student and not for business use versions | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | You can email documents using SMTP settings for common email providers if you're using a non-compatible version of Outlook. Compare your version number with the chart below to see which Microsoft Office it is compatible with. Office version | Payroll v30 | Payroll v29 | P11D v29 | HR | Office 2016 32-bit | ✔️ | ✔️ | ✔️ | ❌ | Office 2016 64-bit | ✔️ | ✔️ | ✔️ | ❌ | Office 2016 Click-to-Run | ✔️ | ✔️ | ✔️ | ✔️ | Office 2019 32-bit | ✔️ | ✔️ | ✔️ | ❌ | Office 2019 64-bit | ✔️ | ✔️ | ✔️ | ❌ | Office 2021 32-bit | ✔️ | ✔️ | ✔️ | ❌ | Office 2021 64-bit | ✔️ | ✔️ | ✔️ | ❌ | Microsoft 365 - Cloud based | ❌ | ❌ | ❌ | ❌ | Microsoft 365 - 32-bit - Desktop based | ✔️ | ✔️ | ✔️ | ❌ | Microsoft 365 - 64-bit - Desktop based | ✔️ | ✔️ | ✔️ | ❌ | Trial, student and not for business use versions | ❌ | ❌ | ❌ | ❌ | |