How to Configure and Use Sage 50 Canada

This document takes you step by step through the use of this application JobBOSS². The scenario uses sample data when necessary and portrays a standard use of the application.

JobBOSS² integrates with Sage 50 USA to export AR and AP invoices from JobBOSS² and import them into Sage 50 USA. This topic discusses how to complete that process, and it assumes that the appropriate Sage product is already installed on the computer.

Setting Sage 50 as your Interface

1. Go to Settings > System >Company Maintenance.
2. In Company Maintenance, select the company you want to integrate and click Edit.
3. Click Defaults.
4. Go to the General Ledgers section and in the Currency Code dropdown, select Canada.
5. In the General Ledgers section, check the box for Canada next to the Accounting Calculations for heading.
6. Go to the Interfaces section and select Export CSV Canada.
7. Click Ok to exit the page and save your changes.

Exporting from JobBOSS²

1. Go to Data Entry > AR > Billing.
2. Click the Export button. The Export Customer Invoices opens.
3. Select the Begin Date and End Date for the invoice(s).
4. Click one of the following (if applicable):
• Mark as Paid in JobBOSS² after Export
• Create New Parts as Service Items.
5. Select any applicable accounting options in the right column.
6. Click Export.
   • A .csv file will download to the location set in your browser.
     1. In some instances, two files download to your computer and are bundled into a zip file. One will be the file for transactions, and the other will be the file for parts. If this occurs, extract the files within the zip file to import into Sage 50.
   • Once the Export button is clicked, it will flag the invoices as Paid and Exported.

Importing Transactions

7. Go to File, hover over Import/Export, and select Import Transaction.
8. Click the Import purchase invoices, sales invoices, contracts or time slips radio button.
9. Click Next to not create a backup.
10. Click Browse to find the Import File you created. It will always start with Billing Import and then have the date_time as a name.
11. Click Next.
12. For every customer on the invoices, you will get a message stating that the customer cannot be added because it already exists. Simply click Yes to move onto the next operation.

13. You are now on the Select Item or Account screen. Select one of the Match To radio buttons.

14. Select a line item or an account number depending on which radio button is selected.
    • This screen appears for every line of every invoice. If you don’t select the right part, the part that is selected goes in the Sage Invoice.

Importing Parts

4. Go to File, hover over Import/Export, and select Import Records.
5. Select Sage 50 Import Format.
6. Click Next.
7. Click Next to not create a backup.
8. Go to the Inventory line and click Browse to find the Import File you created. The file will start with PartImport in the name.
9. Click Next. The import begins.