Sage 50

The Sage 50 Interface (formerly the Peachtree Windows Interface) only allows for the exporting of check requests into an .csv file which is then manually imported into the Sage 50 program. When selecting the Sage 50 interface from the dropdown list on the Check Export tab, the following screen will display showing where the Needles fields will be imported into corresponding Sage 50 fields.

Complete the selection of the following options to further tailor how and where data is exported from Needles.

1. The Export the Payees By Last Name First? option is already selected by default which will export vendor names to your system in “Last Name, First Name” order. To send the names in First Name, Last Name order, deselect the check box.
2. Enter the full path for the name of the file to which Needles will export the data. The export file name for QuickBooks must have an extension of .csv.

If more than one person is exporting checks, you should designate the path of the exported file to their C:\ drive. This will prevent the individual’s export files from being overwritten by another user.

3. Click on the Debit Account dropdown field to select the name of the account into which you are importing the information. The Debit Account dropdown field is populated from the items you entered into the Debit Account Mini Directory.
4. Click the Save button to save selections. If changes have been made and you attempt to navigate away from the Check Export tab or attempt to close Needles, a save changes message box will display:

• Click the Yes button to save your changes.
• Click the No button to abort your changes.
• Click the Cancel button to return to your changes.