Welcome to the Sage Accounting Canada Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
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…
I am working with a new daycare startup and we started using Sage Accounting software in December. While setting up the books I linked the bank account so we could start using the bank feeds but since the bank requires 2-step verification it was preventing…
What report will help find why my Sage balance is different than bank balance? I must have a duplicate or missed transaction.
I have matched up all transactions. However, RBC issued me a new credit card. I had to disconnect my bank service and reconnect…
Our yearly Insurance for our fiscal year October 1, 2023 to Sept 30, 2024 is a total of $4000.00, that is paid in 3 instalments ($1333.33) on Oct 1, Nov 1, and (1333.34) Dec 3.
In previous years, our old accountant (now retired) had set up a reoccurring…
I have had numerous problems with the Servus Credit Union bank feeds. They do not offer a Excel or CSV bank statement which is ridiculous. However, I was able to connect the bank feeds easily for two smaller accounts. The larger accounts I was unable…
I am looking for some guidance on how to record financial theft on sage.
Some of the cash has been and will be recovered but there will be a chunk which we won't get back.
What is the best way of recording this?
Is there a way to record it without…
I have taken over a bookkeeping position and the previous bookkeeper still did manual bank recs so I am 4.9M out of balance. I would like to start doing the bank rec on the computer, how do I zero this amount out?
