• estimates sales contract invoice

    Is anyone else having problems getting their sales estimates to flow to a sales contract to an invoice? I can go from an estimate to an invoice, no problem .... however to go from an estimate to a sales contract to an invoice it will not post. I can email…
  • Customer deposit before earliest transaction in Sage 50

    I have started a new Sage 50 company file, taking over bookkeeping for an existing corporation. The fiscal year ended June 30, 2021, so I set up Sage 50 with a fiscal year of July 1, 2021 to June 30, 2022 (this means the earliest transaction date had…
  • How to balance prepayments in history??

    Background: This is the first year of business. The books are being transferred to Simply. I'm unable to proceed from history mode until I've balance the Prepayment account balance to the Pre-order/ Prepayment along with the Deposit account balance…
  • AR aging clean up

    Hello, I have taken over the accounting at a company and I want to make the books "clean". I have gone through the AR aging and there are many customers with relatively small credit balances in AR that were recorded as deposits at the time (they overpaid…