• Change the Bank reconciliation date

    I reconciled the bank statement for December 2023 in February 2024 and posted the reconciliation. Is it possible to change the reconciliation date after it has been posted?
  • 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…
  • Bank Reconciliation Entries Duplicated by Sage 50 System

    HI, I 've experienced an error from an update made by Sage 50 back around April. For some reason 2 entries re-appeared after the update in the next month's bank reconciliation module. When I dug through the details, I realized that it was an automated…
  • Funds transfer from $CAD to $USD account

    Hi everyone, I did a funds transfer from my $CAD account to $USD account recently. To record the transaction in Simply, I went to Banking, Transfer funds BUT, when the currency is at CAD, my USD account doesn't appear in the list of Transfer To accounts…
  • Resetting bank reconciliation

    Hi everyone, Hope y'all are doing well. I have recently taken on a new client as their bookkeeper and I have noticed that their bank reconciliation was not done through Sage. While there is a hand-made bank reconciliation from last year-end, I am looking…
  • Owner used own funds((interact) to pay for expenses Sage 50 Canadian edition

    owner used his own personal bank account to pay(interact) for some opening expenses on new business he has opened. A account that I will not be reconciling. He did this before a seperate bank account and visa were set up. This a partnership. How would…