• Reimbursing an employee for picking up supplies with there own money

    I have tried several things and it always still ends up with multiple entries.. I am trying to reimburse an employee who picked up some supplies( From Staples) and paid with their own money. I have set up a G/L acct specifically for employee reimbursements…
  • How do I Delete complete vendor, purchases and payments to start over.

    How do I Delete complete vendor, purchases and payments to start over. I added a new vendor Jan 1, 2024 and added purchases (pay later) and then payments. For some reason it is not working out and I want to delete the whole thing and restart. Can this…
  • Cannot post an account code in our General Journal - that we have been able to in past.

    Since the latest 2024.1 update, We cannot enter a Ledger Code into the General Journal that we used to be able to all the time. Does anyone know how to fix this? I have read previous QAs on this subject, but none of them answer my question, as it was…
  • Journal Entries Greater Than Five Years Ago

    I am trying to review Capital Purchases over an extended period of time, and I thought Sage stored data for greater than six years. At every year end, I leave the old historical data on the system, have never deleted, which I thought meant I would have…
  • I accidently create a credit note for a customer? how do I cancel it

    Hello! there Subject Needed with Credit Note Removal I am writing to seek assistance regarding an issue I have encountered while attempting to rectify an error in our system. While updating a customer name on an invoice, I inadvertently generated…
  • Posting

    When I post a transaction the journal entry number does not popup anymore, how do I change that ?
  • we are a non profit so we don't have inventory or services. Can I enter invoices directly to a g/l account?

    we are a non profit so we don't have inventory or services. Can I enter invoices directly to a g/l account?
  • Duplicate Entry Error

    I am trying to enter a new client and I keep getting that Duplication Error Message that the record I am trying to create has the same value as another record. I do not have a duplicate entry. Any suggestions? Thank you,
  • Account reconciliation

    Hi everyone, I am new to Sage. I am able to get the Account Reconciliation Detail Report for my US account but not the Reconciliation report. I am able to get both for my Canadian account. Has anyone had this problem? Thanks, Gary
  • Bank Matching not working

    so I cannot import my bank transactions for my bank account anymore. it works with my credit card suddenly there are two options for the bank account now since the 2024.0 update one doesnt do anything, if I select the other bank account a warnign…
  • Écritures de fin d'année - régularisations

    Bonjour, J'ai des écritures à passer pour la fin d'année antérieure, soit les écritures de régularisation. Là je dois passer une écriture avec le compte fournisseur 2100 et lequel est évidemment un compte associé, donc impossible de le sélectionner…
  • Integrity Summary inconsistencies A/R Prepayment account, Vacation pay, and Deposit Acct.

    Hi there, Our sage has multiple data inconsistencies due to high turnover in the office and having office staff attempt the bookkeeping. Due to this, i'd assume many incorrect entries have been made to cause so many inconsistencies. TOTAL DEBITS Data…
  • How to Input a Grant?

    I need help! Our small business received a digital grant of $2500 which was deposited in December 2022. We did not make any purchases from this grant until January 2023. My questions:: How do I input this grant into Sage? I know that I have to put…
  • The business sold during the year and the proceeds of the selling transaction were not deposited in the business bank account, how can I close the books for tax purposes?

    The business sold during the year and the proceeds of the selling transaction were not deposited in the business bank account, how can I close the books for tax purposes?
  • Duplicate Entry message

    Yesterday I was adding a new employee and adding a vendor invoice. Each time I went to post the transaction, i got the message "Duplicate Entry. You have entered a value that has been assigned to another record. You cannot have two records with the same…
  • Mauvaise date conciliation bancaire traité

    Bonjour, J'ai traité une consolidation bancaire avec la mauvaise date. Et pas de copie de sauvegarde. Erreur de ma part. Je suis allée trop vite. Est-ce qu'il est possible de la modifier ? S'il y a une solution vous me sauvez ! Merici à v…
  • How to post a vendor chq that was cashed in a wrong amount?

    Hello, When I was doing the bank reconciliation, I realized that one of our vendor cheques was deposited in a wrong amount. The amount we issued was $153, while the bank statement showed $53 only, not sure if it's due to a misread of the bank teller…
  • Bank download matching transaction

    I use the download bank transactions and then find the matching transactions. Why can't I check off multiple transactions to balance to a deposit or EFT payments.
  • Credit Car Payment

    Hello, I accidentally posted the same payment to my Credit Card twice. How to I go about reversing one of the payments? Thank you.
  • Bank Reconciliations

    How to clear the prior year outstanding cheques if we just start to use Sage 50?
  • Cancelled account - but they are still trying to put a large payment through my credit card. ???

    After almost a month - I have sent emails and called in to explain that the Sage50 account was cancelled, but still everyday at 9pm I get a notice that Sage has tried to put through a payment on my visa. I signed up the 1st of Feb for Sage50 desktop…