• Chart of Accounts New Account

    I have created a new account and want to tie a previous years account number to it. I can enter that info for all the previous years up to 2022, but am not allowed this option to enter the account # for 2023 - Can someone please advise why that would…
  • Chart of Accounts Numbering

    Is there some way to have operating revenues from Acct 4000-4999, Op Expenses 5000-5999, then a section for Capital Revenues 6000-6999 and Capital Expenses 7000-7999. Basically I would like to have a revenue and expense section which would then provide…
  • Chart of Accounts

    Can I create an entirely new chart of accounts in an existing company?
  • What is the best way to use Sage50 pro 2021 can.ed to manage charity donations and receipts?

    I just got the mandate as volunteer Treasurer, Should it be posted as invoices and payment or otherwise ? I've seen a Youtube video with Sage 50 setup specifically for donations and funds management. I can't see such options into the version I have…
  • account number grey out

    I am setting up a chart of accounts and I want to edit an account number but it is grey out. Not all of them are just a few. Any ideas why?
  • Segmented GL codes in Chart of Accounts

    Hello, I need to set up a segmented chart of accounts in Sage 50 Canadian Edition 2019. A same code would look like this 1010 - 1000 Cash - Operating Fund. Is there a way to do this in the Canadian Edition? All the instructions I have found for the…
  • Copy chart of accounts

    I am wondering if there is a way to copy a chart of accounts from one company to another?
  • GL Code levels

    I have a GL that has more than one sublevel...can you have subaccounts on subaccounts? e.g. Marketing Subgroup Brand Awareness It has subgroups: Thought Leadership and Tradeshows, each of which has postable GL accounts. Here is a tabular view…
  • New Chart of Accounts for an existing Company

    I created our registered charity in SAGE but I skipped the step to import or use the default chart of accounts when using the Wizard. Now it appears that I have to create every account individually or create a new company to be able to use the Wizard…
  • Inventory Layout

    Hi, I am completely new to Sage and bookkeeping and am receiving help setting up my inventory list in my Chart of Accounts. Could anyone help me understand the difference between the Group Account vs the Sub-group account? 1520 is listed as Rocker…
  • No Principal Bank Account in Drop Down List

    I am setting up a new company. In Settings > Vendors & Purchases > Linked Accounts > Principal Bank Account there are no options to choose from in the Drop Down List. I have changed my bank account class options in the Chart of Accounts > Class Options…
  • negative amounts in remittance Payments Journal

    I began working for the subject company in October and continued to do payroll and remittances as it was done before. When I went to do T4's I noted that there was NOTHING in the Total Remittances field of the summary. Thought I'd try to correct this…