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Accounting guide for Sage 50 integration
Accounting guide for Sage 50 integration

See how to successfully integrate Plannit with Sage 50. A guide for accounting experts

Caroline Pelletier avatar
Written by Caroline Pelletier
Updated over 2 months ago

How Plannit integration with Sage 50 works

The integration of Plannit with your Sage 50 system enables you to transfer all your sales and payments made in Plannit in batch form as AB (Accounting book) entries, eliminating the need to manipulate information and saving time.

It is therefore very important to determine to which AB (Accounting book) account each item in the product catalog created in Plannit should be linked to. As well as the bank account for payments, the account receivable (which must not be an account associated with an auxiliary) and the tax payable accounts (gst payable and qst payable). As you probably know, Sage 50 does not allow you to make a journal entry from an associated account, so we advise you to create new account numbers if your existing accounts in your chart of accounts are accounts associated with auxiliaries. See the attached guide for help:

Once the integration is complete, it's important to manage everything to do with sales & payments in Plannit, i.e. quotes, invoices and payments must be made in Plannit by the person in charge of administration.

Note: Avoid making the same actions on both systems to prevent duplications

At the end of each accounting period (or every week, depending on your preference), the administrator (or accountant) simply extracts the information from Plannit (a GL entry will be created) and you can import it into Sage 50 to enable you to reconcile and prepare your financial statements. See the attached guide to help you extract the information from Plannit and import it into Sage 50:

Example of export to Sage 50

Here's an example of a generated entry:

In this example, the account numbers are :

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