Getting statement data into Sage Business Cloud
Sage Business Cloud is a different product from the desktop Sage line, and LedgerBox ships a file for neither. The route is the same in both cases: a spreadsheet whose columns we publish, mapped once in the importer at the other end.
What you can do today
No Sage Business Cloud file
Export a CSV or Excel workbook. Map the LedgerBox columns in the Sage Business Cloud import screen. A specific Sage Business Cloud file is planned.
The layouts you would be mapping
LedgerBox does not create a Sage Business Cloud file or connect to Sage Business Cloud. Use the available export method shown here.
Getting data into Sage Business Cloud today
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Convert the statement in LedgerBox
Upload the PDF and review anything flagged. Balances have to add up before the document is marked clean.
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Download a CSV or an Excel workbook
Five columns, one row per transaction, debits and credits kept apart. Both layouts are published in full.
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Import it and map the columns
The mapping is set up once in Sage Business Cloud rather than repeated per statement.
Import notes
Review the available spreadsheet option and the planned format checks.
Import column mapping
Sage Business Cloud defines its accepted columns. LedgerBox publishes its own export layouts. Complete the final mapping in Sage Business Cloud.
Manual import
LedgerBox does not connect to Sage Business Cloud. Download the export file and import it in Sage Business Cloud.
Planned format checks
LedgerBox will add the format after it can create and import the file in Sage Business Cloud. The transactions must import with the correct values.
Sage Business Cloud FAQ
Does LedgerBox connect to Sage Business Cloud?
No. There is no connection and no Sage Business Cloud export file. QuickBooks Online is the only posting integration LedgerBox has. Today you export a spreadsheet and import it yourself.
Is this the same as the Sage page?
The route is the same and the products are not. Sage Business Cloud and the desktop Sage line accept different imports, and since we ship a file for neither, both pages describe the spreadsheet route rather than pretending to know each importer.
Is a Sage Business Cloud export planned?
Yes. Use CSV or Excel until the Sage Business Cloud file is available.
Clean rows first, then import them anywhere.
Upload a document and download the export in under a minute. No card required.
Read next
- Sage No file yet Planned
- CSV LedgerBox CSV, Line items CSV, Table CSV, Rows CSV, Summary CSV, and Realized gains CSV Ships today
- Excel Excel workbook Ships today
Available and planned export formats. See all thirteen, grouped