Linking Sage 50 Accounts to Microsoft Office

Sage Classroom Training Courses held at the 9 Sage Training Centres across the UK.

Linking Sage 50 Accounts to Microsoft Office

Get the very most from your accounts data.

What do I learn?

Learn everything you need to know about how Microsoft® Office can integrate with Sage 50 Accounts. It includes dynamically linking spreadsheets in Excel, running mail merges in Word and creating live links to PowerPoint presentations.

Course objectives

By the end of this course you will:
• Have had a basic introduction to the Open DataBase Connectivity (ODBC) driver
• Be able to navigate around the menu options available in Microsoft® Query
• Know how to update the live link between the query and Sage 50 Accounts using the refresh option
• Understand how to add both single and multiple calculations to a query, then return the data to Microsoft® Excel and format the cells
• Be able to run a mail merge within Microsoft® Word to link the data in Sage 50 Accounts to a Word document
• Know how to create labelled envelopes from the names and addresses in Sage 50 Accounts
• Understand how to use the If...Then...Else statement within Microsoft® Word
• Be able to use multiple tables within Microsoft® Excel and join the tables together
• Know how to use the cycle through totals option in Microsoft® Query
• Be able to create graphs in Microsoft® Excel based on data from Sage 50 Accounts and create a live link to Microsoft® PowerPoint
• Know how to create pivot tables and charts in Microsoft® Excel to dynamically interrogate the Sage 50 Accounts data
• Know how to add criteria to select specific data from Sage 50 Accounts
• Be able to set up parameter queries to enable specific ranges to be entered when requesting data from Sage 50 Accounts

Customers who completed this course also attended:

• Sage 50 Accounts Stage 2

List of Sage Training Centres

• Birmingham
• Bristol
• Croydon
• Glasgow
• Leeds
• Manchester
• Newcastle
• Norfolk
• North London
• Berkshire