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. 

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:

Sage 50 Accounts >

Sage 50 Payroll, Sage 50 P11D and Sage 50 HR  >