Sage 50 CA Support and Insights

Sage 50 Best Practices Training

We have compiled the best practices from Sage 50 experts with many years of combined experience with the application. Whether you are starting with Sage 50 or you are an experienced user, becoming familiar with these best practices will help you avoid mistakes, and save you time and money. 

• Storing the Sage 50 data
• Sharing the data with other users
• Automatic backups
• The sample company

Have you been having to re-enter invoices and receipts into accounting software? Did you hear the news? AutoEntry now integrates with Sage 50 Canadian Edition, as well as, with Sage Business Cloud Accounting!

Capture a bill and then go deeper, capture line items by setting up a system of rules to match them to expense accounts on your chart of accounts. Let AutoEntry extract the data automatically. Make sure that your…

Get ready for our latest Sage 50 CA update with changes coming to two key areas:

• Payroll Taxes
• Sales Taxes

NEWS

Look for the Sage 50 CA program to prompt you once the update is available. Sage Accountants Network members (SANs) can expect to see the install on June 17th (Today!). If all goes as planned, the release will be made available to all users between the 18th and 24th of June starting with Quantum edition users…

As of June 1st, 2019, the minimum wage rate has increased for the province of British Columbia. Wondering how to account for this in Sage 50 CA?

If you subscribe to a Sage 50 CA Business Care plan you'll have access to the payroll module.

• Note: You can create cheques, but will need to subscribe to a payroll plan if you want to have tax table updates and automatic calculations for deductions such as EI, CPP, and more…

Looking to expand your small business or just want additional features to enable you to do things like mobile invoicing? See the below for details on how to migrate, move or integrate your Sage | Accounting data with Sage 50 CA software.

STEP 1: Already have a Sage | Accounting database?  Go to Step 2. If not then here's:

How to set up a Sage | Accounting account

If you need to create your Sage Business Cloud Accounting…

Are you finishing off year end but will need to wait for your accountant to reconcile the year before you can begin entering transactions for the following year? 

Year-end Tips and Tricks

If your accountant works with the Sage 50 CA  Accountants version of the software, then at year  end you can create a special version of the database that they can work with to make miscellaneous transactions entries. 

About the Sage Accountant…

The following will guide you in setting up a new payment method which includes creating the payment and expense accounts then a quick step in Setup > Settings. See below for details on the four easy steps. You'll be processing payments to vendors in no time!

STEP 1 - Create a Payable Account: In your chart of accounts, you'll need to set up a Payable Account (in the 210xx range typically). To do this, go to the…

We have a special release this month for Sage 50 CA which does NOT include new tax updates. The next payroll tax update is scheduled to be released in June as usual.

Users (starting with those on the Quantum edition) can expect to see an install message April 24th. If the controlled release goes as planned, then all users will be notified by May 1st. The schedule may change based on server loads and other factors.

• CD…

Wanting to add more options to your Direct Deposit log and or re-arrange the columns? 

One way to access the report in order to modify it is to visit your Reports menu in Sage 50 CA, then scroll down to launch the Report Center. Once the window opens, see the left side and select Banking, then see the bottom of the list to select Direct Deposit Log, choose modify this report  to get a window where you can add / remove report…

Do you need to adjust inventory? Did something get damaged? Or do you need to transfer an item to another location? We've got some handy Quick TIPS and resources for you below on how to handle common scenarios.

Handy tip #1: The Inventory summary report, shows inventory levels. To access it, go to the Reports menu > Inventory & Services > Summary…

You'll have the option to run the report by Asset…

Support for the Sage 50 Canadian Edition 2018 version ended on March 31, 2019. Have you installed and updated your data to the 2019 version yet?

Is your Sage Business Care plan active?

If it is, then you can use the resources below to retrieve the download and your product codes.
Tip: Save a copy of the install files somewhere safe!

Sage 50CA Connection Manager errors wearing you down?  Let's explore some top tips, and get you going again.

Note: The Sage 50 Connection Manager needs to be installed on every machine with Sage 50 installed and or machine from which a company database will be opened.  The Connection Manager can only be installed on a Windows OS environment. It cannot be installed on Mac OS, Linux system or NAS drive.

If you're seeing…

Looking at getting your hands on Sage 50cloud Canadian Edition?  The product features Accounting, inventory, and the capability to have payments integrated with Office 365. But What exactly do we mean by "cloud" in a computing context? What does it mean to store your data "in the cloud?"

Sage 50cloud is the same Sage 50 you know and love, it's just been enhanced with new cloud-connected features and…

Safeguard and control more of your organization's precious data. In Part 1 of this series on Office 365's Advanced Threat Protection, we introduced you to the features. Then in Part 2, we dove deeper into Office 365's data protection measures! Now in Part 3, we provide an overview of how the Security and Compliance Center can be used to better detect and manage threats to your organization's IT infrastructure…

There are an abundance of security risks on the internet and via the phones. Scammers are known to impersonate organizations such as Revenue Canada, Microsoft or even your bank may tell you scary  stories. The process of convincing someone of facts that are not true is a type of social engineering.
What is social engineering? Social engineering is defined as the manipulation of people  in order to  get them to divulge personal…

To save time migrating your data we've created a migration tool to help extract your data from Sage 50 and import it into Sage | Accounting. With this new tool, the two products can transfer data between each other even if you don't have a Sage 50cloud subscription. You can use the tool to help you move the following data:  

• Customer and vendor records and transactions 
• Chart of Accounts & Opening Balances