Sage Accounting Canada

I bank with RBC and am new to Sage Business Cloud Accounting. I have set Sage up to automatically import bank feeds. It worked fine at first (except will only update once per day) but today it imported transactions with the incorrect Reference compared…

We're starting 2024 fresh on the cloud. The export/import didn't seem to work very well, but we decided to set up the chart of accounts manually and enter the opening balances, as a good way to learn the cloud anyway. My question: year end is Dec 31…

My Sage Business Cloud Account was connected to my RBC bank account successfully for 6 months until just recently when Sage is now asking me to re-enter the credentials to authorize the connection. When I do that, it loads up a Plaid popup asking for…

Hi There, I am trying to migrate my company data from Sage 50 Desktop to Sage Business Accounting Online. I have followed all the steps and used the migration tool, however during this step I ran into some errors that need to be corrected before completing…

I'm going through various courses on Sage University, and looking at the Certified Advisor assessment. Is there a recommended path, or recommended Sage courses, before taking the exam?

Hi we just got the SAGE Business accounting subscription and started entering data. At the moment I have a problem on adding core charges on products. My e-commerce business has spare parts with core charges, is there a way to ad a custom field to add…

Hi Everyone and SAGE I have multiple users that are not able to access "Incoming Bank Transactions". I as a owner I can but the other users who have full access are not able to Transactions under Banking view. Does anyone else run to this problem? …

Hi, Im triying to update Contacts using the API and Im getting the next error: "validation" : { "errors" : [ { "field" : "tax_number", "message" : "must be blank" }, { "field" : "tax_number", "message" : "Format must match '123456789XX1234 (15 characters…

I am trying to connect Island Savings Chequing or Savings and keep getting Sorry something went wrong - talked to support. Went through every option she could think of. I tried a few others - even called the bank to see if they had heard of anything with…

How can I mark a $0 Sales Invoice as paid? I had to create this invoice to make a line-item adjustment (items were same price) so my invoice comes to $0.00 and is now marked as outstanding and I want to clear it from 'awaiting payment'.

Maybe every second or third time that I try to access Sage Cloud ( accounting.na.sageone.com/) , I get an error message and I must delete the site cookies to be allowed in. This have been happening for a few months. Is there a way around this that does…

For utility bills, can I just enter as other payment and point it to the right ledger or do I have to enter the bills and make payments against them?

anyone else having this issue currently. i have spoken to BMO and they have had many many calls from SAGE clients with this issue and continue to say it is not a problem on their end. i tried the fix in the posts above, on three different browsers, and…

While completing my monthly reconciliation I found an error. I made a payment to CRA for $2313.69 and it should have been $2296.23. My bank is correct but Sage is not correct. So when I realized this I pulled up my vendor payment and edited it to the…

First time business owner here I'm trying to record fixed assets (2 pieces of machinery) and after reading the articles on the Sage site am still confused. I recorded their purchase under the correct Ledger account for costs and then recorded their…

If I enter a product, and set the sale price as $100.00, when I select that product for a sales invoice, it automatically calculates as $100.00 taxes included (reducing the price/rate to $92.00 without tax). But I would like it to be $100.00 plus PST…

Two days ago I was able to send invoices from my iPad using the Sage Accounting app. As of yesterday I get “Oops No Service” notification when I save an invoice. I’ve tested using wifi (full bars) and Cellular. The app is still communicating with…