As you will see below, it can be tricky  to uncover which patch of an update you are on with regards to the hotfix and re-release of version 2020.1. The first place to check for clues, is directly in Sage 50 CA's Help menu. Go to About Sage 50 CA, clicking on Support Info… will give you details about payroll taxes and version and the date of install stamp for the software Sage 50Accounting.exe (executable file…

Looking for documentation on Sage 50's feature changes throughout the years? After a few recent requests for access to older release documents for Sage 50 CA, we've organized them here for you below. These files can be found on the Knowledgebase articles (aka KBs) for release downloads, however, older ones for no longer supported versions are archived.

New to Sage 50? Or do you just need to re-create a database? Here are the top 3 tips to help get you started after you've installed and activated your software. For full details see KB 29934.

Tip #1: Talk to your Accountant and Set Fiscal Start and End dates

Start by deciding what your Earliest Transaction Date will be. Two good choices are:

• The first day of your calendar year
• The first day of a fiscal period

Are you a business with customers who may be residents of California? Changing regulations may impact you.

On January 1, 2020, the California Consumer Privacy Act (CCPA) goes into effect. The CCPA aims to protect the personal information of all California consumers and applies to any for-profit business that meets certain requirements and collects, purchases, or sells personal information of California consumers. This…

Here's some quick tips on how to customize your employee's hourly rate of pay when handling payroll using Sage 50 CA's payroll module.

STEP 1: Go to the Employees & Payroll module, then open  up the individual employee's profile by going to the Employees icon > Modify employee, select the employee and click OK.

STEP 2: Once you select the employee and have their profile open, see the income tab.…

The Sage Customer Portal is used by Sage Customers to access:

• Product downloads (via the Knowledgebase)
• Product and payroll updates
• Patches/hot fixes
• Product documentation
• Knowledgebase articles
• Customer Service and Support chat (if offered)

*A valid support plan is necessary in order to access to support

• Service requests and support tickets
  
• Service plan information
• Product serial numbers and activation codes
• Product…

For those of you worried about whether you'll still be able to run Sage 50 CA version 2020.1 on Windows 7 or Windows Server 2008 R2, note that Microsoft will end support for Windows 7 as of January 14, 2020.

"Any Sage 50 updates released after this date will not have been tested for compatibility with Windows 7 and you may need to update your operating system in order to continue using Sage 50 after this date.…

You have questions and we have loads of resources with answers organized for you!  Be sure to check out the  YEAR-END CENTER which also has Resources on:

• Installation
• Payroll
• Product & Tax Updates
• Reports & Forms
• Year End CheckLists

We've compiled a list below as well, of common questions with resource links in English and French to make things easy. 

If you'd like to do your own search, visit our resources at…

Halloween is next week so let's cover something scary! We're concerned with the number of  scams and fraud on the rise.  Customers are our top priority and the lifeline of our organization. We consistently operate with our customers’ best interests in mind and offer professional assistance — through online self-service options, world-class phone support, and an extensive network of business partners, certified consultants…

Sage 50 is GAAP (Generally Accepted Accounting Principles) Compliant. This means that there's an Audit trail, learn more about this here.  It is a software that is

Seriously safe and sound

When you work with Sage 50, you entrust us with your company's highly confidential business information. We take that seriously. Find out about the nuts and bolts of how Sage50's security works to keep your financial system safe…

Back in June 2019, the entry of invoices and receipts across databases in Sage 50 CA got easier with the announced integration with AutoEntry.  Read more about how to get started with that here.

Now we have big news! Sage has acquired AutoEntry. This news was announced Friday Sept 27th, 2019.

AutoEntry is one of the fastest growing automation software businesses in the market. Its intelligent technology eliminates the…

Get ready! The official launch of Sage 50 CA version 2020.0 is approaching. Quantum edition users can expect to see a download notification as of the 8th. The staggered rollout means that all Premium edition users can expect to be notified by the 17th at the latest; and Pro users by the 29th at the latest.

Server loads and other factors may affect when you receive a message. However, also note that an in-product message…

What happens if you've advanced your year too far into the future in Sage 50 CA and don't have the option of launching a backup and or don't have time to re-input all the current year entries?

In other words, say it's 2020, you've created the 2020 year in your Sage 50 CA software but realized too late that this meant that your 2018 year (which you're not done entering transactions for) is closed?…

If you have one or more employees, you can save time and energy by configuring your company's payroll options in the Employees and Payroll module when you finish creating your company database in Sage 50 CA.

This month we received some questions about payroll module access and Sage Business Care plan limits for the number of employees whose payroll can be processed using Sage 50 Canadian Edition Software. Below, we…

Let's look at how to create a new template, using of the Data Containers provided with Sage Intelligence Reporting.

With the Standard version of SI, you may use any of the Data Containers used in the provided reports to create a new report template.

In the following, we'll create a report that displays the sales by a sales person in a given time frame as an example.

STEP 1: Use the Report Manager  to start creating…

In this follow up, we'll look at how to customize, modify and save an existing report template (the sales analysis report) so it can be reused. Sage 50 Intelligence Reporting Standard enables you to modify an existing report, note that the modifying of a report template will be done with MS Excel so it will need to be installed on your machine. For more details on how to get started with SI, please refer to our blog entitled…

First thing to check is your edition of Sage 50 CA, is it Pro? If so, then you only have 7 years + the current year of financial data for reporting available. The Premium and Quantum editions allow for a history of 100 years of data. 

• Side note: Our cloud software called Sage Accounting has equivalent features to Sage 50 Pro and can do 12 periods of reporting. Sage Intelligence is included with Sage Accounting, however…

What is the best way to transfer your Sage 50 CA data between computers that accounts for security and database size? The Sage KB article 18188 (French KB 260-1007247) gives us the low down.

STEP 1: Get the install file and a copy of your recent database.

Install file for Sage 50

If you don't want to re-download the install files for Sage 50 CA or no longer have access to them then Copy the installer folder onto a USB…

How likely is it that someone out there has your data? You can go to a website called www.haveibeenpwned.com (currently the site is English only), type in your email address. It will tell you how many data breaches your information has had. This information is also possible to get by entering a username or password. On a basic level, know that if you're an active user of the internet it's likely that your data has been…

Do you process payroll using Sage 50 CA and are you looking to provide your employees with access to their pay history whereby they can print off paystubs etc.?

Do You Still Distribute Paper Paystubs?

You likely spend a lot of time printing & folding paper into envelopes ... every single pay period. That’s a considerable amount of time and expense. 

Want a faster, more efficient way to deliver paystubs after…

Many users can go years without having to update software. Nowadays however, most people rely on the internet and with the demand of online based subscription services and services to facilitate tasks such as backups, remote collaboration, payroll and or direct deposit; clients may find themselves upgrading software annually.

How do I upgrade Sage 50 CA to the latest version?

To convert an old version of Sage 50 CA…

For people who start, run, or work in a small business taxes play a big role in your day to day life. It can be one of the biggest expenses a company faces.

The tips we've highlighted are based on Author Jane Barratt's Lynda.com video series entitled  Taxes for Small Business

In the following, we'll look at what's important for small business owners and managers to understand about tax. As always, we suggest…