Sage 50 Integration
Teresa Bui avatar
Written by Teresa Bui
Updated over a week ago

Our Sage 50 integration is only available to our United Kingdom customers.

Sage 50 integration is made possible with our integration partner HyperExt. This means it will require software that will need to be installed on a local computer on-premises. If you use Sage 50 as your accounting partner and want it configured, please contact our support team to get started.

At this stage the following cannot be created from Uptick and pushed to Sage 50:

  • Billing cards

  • Suppliers

  • PO bills

These records will need to be created in Sage 50 and then synced back to Uptick.


Different accounting partners use differing terms and don't always match up with those in Uptick. This table will help you understand how to match Uptick terms against those in Sage 50.

Uptick Name

Sage 50 Name

Billing Card



Sales Invoice



Connecting Sage 50 to Uptick

  1. Click Control Panel > Accounting.

  2. Click the Sage icon.

  3. Authentication should already be taken care of through Uptick-HyperExt integration, so all you need to do is select your organisation and click Confirm.


  4. If your Accounting Configuration page now looks like this it means you've connected successfully.

  5. Lastly, if you want this to be the default organisation for Billing Cards and Invoices to link with, click Set as default. If this is your first time setting up an accounting integration then you definitely want to mark it as default.


  • If you've disconnected an integration and wish to reconnect it, simply follow the same steps from the start again and it'll automatically link back up with your previous setup.

  • You can also link multiple Accounting Organisations on the Accounting Integration page by clicking one of the accounting partner icons and following the prompts. With such a setup you will still have one default Accounting Organisation that most Billing Cards and Invoices connect to. The remaining Accounting Organisations will need to be explicitly specified on the Billing Cards that will be using them.

Sync settings - general details


Name: This comes from your company details set up with your accounting partner.

Accounting partner: Detected automatically after the sign-in process.

Tracking Categories: This is a Sage feature. Uptick grabs the categories from Sage automatically and these settings cannot be changed from the Uptick side. You can go to Sage 50'S support page to learn more about tracking categories.

Unique ID: Generated by the accounting partner.

Local Invoice PDF Generation: Enable this to have Uptick generate your Invoice PDFs instead of the Accounting Partner.

Default income account and default expense account: These are selectable from a drop-down list and are picked up automatically after the sign-in process. Products with account codes set against them will override the default settings and need to have appropriate account codes set up or else invoices and purchase cannot be processed.

Suspense Account: This is an optional field where you can input an account code nominated for revenue reconciliation.

Rounding Account (optional): If you want to match Uptick's rounding to Sage's add 860 in this field.

Sync settings - partner syncs


Sync options available for billing cards, invoices and suppliers

Sync options for purchase orders

off, update only, create and update

off, update only

Below is an outline of the sync options and what they mean:


Data will not be retrieved from the accounting partner and information from Uptick will not sync to the accounting partner (you can still create or update records manually)

Create and Update

Data will be retrieved from the accounting partner and new records created in Sage50 will be synced back to Uptick.

Billing cards, PO bills and Suppliers created in Uptick will need to be attached to existing records already created in Sage 50.

Update only

Records created in Uptick will sync to the accounting partner and records created in the accounting partner will not sync to Uptick.

It is recommended that your sync settings should be as shown in the screenshot above in order to get full functionality out of your accounting integration.

Billing Cards

Make sure that billing cards are connected to your accounting partner or it won't invoice successfully. You can can either view the billing card against a client, or go to Billing > Billing Cards then click on Change columns and check that Partner UID is a visible column. Any empty spaces in that column indicates a billing card that is not connected to an accounting partner. This also applies to People > Suppliers if you want check that your suppliers are connected.

You can easily find all billing cards not connected to the accounting partner by using the following filter:

Accounting organisation > Is > No accounting organisation

This will also display billing cards that may have an existing partner UID but are currently disconnected from the accounting partner.



You can also check if your suppliers are currently connected by taking the following steps:

  1. Go to Billing > Suppliers

  2. Apply the Linked to partner > No filter

What data we are pushing into Sage 50


  • Billing card

  • Invoice Ref

  • Invoice Due

  • Subtotal

  • Tax

  • Total

Invoice line items:

  • Description

  • Quantity

  • Unit Price

  • Tax Rate

  • Tax Code

  • Account Code

  • Department Number

  • StockCode = S1

Purchase order bill:

  • Invoice Number

  • Invoice Date

  • Purchase order ref

  • Task Ref

  • Supplier

Purchase order bill line items:

  • Description

  • Quantity

  • Subtotal

  • Tax

  • Total

  • Account Code

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