Sage 50 Error Failed to Connect to Excel

Sage 50 Error Failed to Connect to Excel

In this article read about Sage 50 Excel Integration and learn the troubleshooting steps to fix the Sage 50 error failed to connect to Excel or Excel won’t connect with Sage 50 while sending data to Excel.

Usually, the screen displays…

Failed to connect to excel, when sending data to Excel from Sage 50 Accounts

With the help of the Integration feature, Sage is quite easily compatible with Microsoft Excel further importing entire data from Sage to Excel Spreadsheet. In certain situations, and specific cases, the connection is halted or there occurs an unexpected error.

Why does Excel Won’t Connect with Sage 50?

Sometimes, when you are trying to export data from Sage 50 to Excel, you might encounter the error message Sage 50 error failed to connect to Excel. There are several reasons why this error can occur.

  • Not using Sage 50 updated/latest version.
  • When you are not running Sage 50 Accounts as an administrator.
  • When you are not using a compatible version of Microsoft Excel.
  • When there is an issue with your installation of Microsoft Office.

It usually takes place while the data is transferred to Excel from Sage 50. While this is quite a common error, the resolution is also quite smooth.

May be useful- Sage 50 Canada Export Report in Excel Error

How to Resolve Sage 50 Failed to Connect to Excel Issue

To fix the emerging error Sage 50 error failed to connect to Excel, follow accurately the troubleshooting steps to get rid of the error.

Step 1: Run Sage 50 Accounts as an administrator

Run as administrator by selecting the shortcut for Sage 50 Accounts from the menu.  If this fixes the problem, you will need to talk to your local IT support about changing your Windows access rights.

Check your Microsoft Office is compatible

  • Firstly, you have to open Sage 50 Accounts, then you have to click Help on the menu bar, and then click About.
  • Make a note of the version number under Program Details.
  • To make sure your version of Microsoft Office is compatible with your Sage 50 Accounts, use our Microsoft Office and Sage software compatibility guide.

Step 2: Ensure that there is a Running Data recovery

  • For the foremost step, proceed to browse and select the Help option from the window on the screen.
  • For the next step, after selecting Help, then further to continue hit on About.
  • After the subsequent step, locate the option Program Details
  • From the above-stated step, ensure to correctly note the Data Directory.

Step 3: To link Microsoft Excel with Sage Software

  • For the first and foremost step, now in two different windows simultaneously open Microsoft Excel Worksheet.
  • Now, Proceed to select the Get External Data Section from the Data option.
  • Next, you will witness a From other sources button, first click on it, and then continue to hit on Form (Microsoft) MS Query.
  • After the subsequent step, select OK after clicking on the New Data Source option.
  • Now you can proceed to enter the new data source.
  • Hit on Connect, once you have selected the option Required Driver as per version.
  • Ensure to enter your valid credentials here: User Name, Password, User ID, and Sage Password.
  • Proceed to select Data Path and then continue hitting on the Data Directory.
  • Finally, choose the option OK.

Step 4: To Register Microsoft Excel with Sage

  • First, force stops Sage Account after pressing the Windows+ R key together.
  • Next, proceed to enter “C:\Program Files\Microsoft Office\Office\excel.exe” /regserver then click on OK.
    • 32bit Excel – “C:\Program Files (x86)\Microsoft Office\root\Office16\Excel.exe” /regserver
    • 64bit Excel – “C:\Program Files\Microsoft Office\root\Office16\Excel.exe” /regserver
  • Then you have to click on OK.
  • After registering excel.exe, if the issue still exists, uninstall Microsoft Office, then reinstall it, followed by Sage 50 Accounts.
  • Please contact your local IT administrator for further information about reinstalling Microsoft Office.
May be useful- Import Invoices into Sage 50 form of Excel

The above-presented information has effectively guided you through the entire concept of Sage 50 failed to connect to Excel. If you are still facing any issues or have any doubts concerning the above-listed information you can connect with the Sage 50 customer helpdesk.

What’s Do My Microsoft Excel Button is Inactive into Sage 50

Always back up your data before moving on to more advanced solutions.

Cause of this MS Excel Button is Inactive

  • The computer that Sage 50—U.S. Edition is installed on has no supported version of Microsoft Office (Excel).
  • Excel cannot be correctly recognized by Sage 50.
  • Excel is downloaded via the Windows Store.

Resolution for this Issue Microsoft Excel Button is Inactive in Sage 50

Solution 1: Install Microsoft Excel

  • Install a working version of Excel from Microsoft Office.
  • Microsoft Office versions are compatible with the software.
  • Verify that Microsoft Office Suite is installed by going to Control Panel > Uninstall Programs or Programs and Features.
  • Microsoft 365 is frequently installed through the Windows App Store and is not displayed in the Control Panel.
  • Open Word, Excel, etc., and select File > Account > Manage Account from the context menu.
  • This will take you to, where you can log in with the credentials displayed above the Manage Account button. Installation must be done locally.
  • By entering the program’s name in the start menu and selecting uninstall, you can remove the Office that was downloaded from the Windows App Store.

Solution 2: Modify Reports

  • Begin by choosing Report & Forms.
  • Choose the report category you want (Jobs, Accounts Receivable, Accounts Payable, etc.).
  • To view a report, right-click it and then you have to select Excel.
  • Choose the preferred filters in the Modify Report.
  • Make sure the window labeled Copy Report to Excel appears.

Solution 3: Excel is grayed out while loading the report

  • When the report has finished loading, click somewhere on it to make it active, then check to see if Excel is no longer grayed out.

Solution 4: Customized report

  • Try to recreate the issue with a regular report; if the problem disappears there, the customized report can be broken or still loading.


Why can’t Sage 50 and Excel connect?

● You are not operating Sage 50 Accounts as an administrator, which may result in this notice.
● You are not using a version of Microsoft Excel that is compatible.
● Your Microsoft Office installation has a problem.

Can it be possible to link Microsoft Excel if there is only a single Sage 50 accounts data set available?

Yes, it is possible to perform the procedure of linking Microsoft Excel to a single Sage 50 accounts data set.

Can Excel be exported from Sage 50?

● After selecting a location to save the file and entering a file name and file type, you have to click Export. 
● Then you have to go to Report > Excel. 
● Now you have to click Excel for Sage 50 Accounts version 23.1 or earlier.

What does it mean when Sage 50 shows the error “Failed to Connect to Excel”?

This error indicates that Sage 50 is encountering difficulties while establishing a connection with Microsoft Excel. The integration between Sage 50 and Excel is necessary for some operations.

How does the Sage 50 fail to connect to Excel and trigger the error?

Common reasons include issues with Microsoft Excel installation, compatibility problems, or disruptions in the communication between Sage 50 and Excel. It’s essential to ensure that both programs are functioning correctly.

Can outdated software versions cause the “Failed to Connect to Excel” error in Sage 50?

Yes, using outdated versions of either Sage 50 or Excel can lead to compatibility issues and cause the ‘failed connection’ error. Regularly updating both programs can prevent such problems. 

Are there some specific Excel settings I should check to resolve this error?

Ensure that Excel macros are enabled and that no security restrictions are preventing Sage 50 from accessing Excel. Also, confirm that the necessary permissions are granted to Sage 50 for interacting with Excel files.

What precautions can I take to prevent the “Failed to Connect to Excel” error in Sage 50?

Regularly update both Sage 50 and Microsoft Excel to the latest versions. Before performing updates, check for the compatibility between the two programs. Keep an eye on any error messages or warnings during the Sage 50 and Excel interaction to address potential issues quickly.