• Old old system - need to modernise : Simply Accounting 2009

    Hello Sage Community. My long standing treasurer at my non profit has decided to step down - turns out he's using a Windows 7 laptop with Simply Accounting 2009 to run the organisations finances - I had no idea. Luckily he has run regular backups…
  • Converting from Simply Accounting Basic 2006 to Sage Accounting Online

    We use a old version of Simply Accounting Basic 2006 and want to convert to Sage Accounting Online. Is there a way to import the CAB file from a back up that was created in Simply Accounting 2006 into Sage Accounting Online so that we don't have to set…
  • Moving clients books from sole proprietorship to corporation

    Hi everyone! I am a new bookkeeper taking on a client who has moved from a sole prop to a corporation. I have all his account balances from his sole prop quickbooks account and have transferred the chart of accounts to the Sage file for his corporation…
  • Adding a Paypal account in Sage Accounting Start

    Hello, How should I add my PayPal account (in which i receive customer payments) to the banking section in Sage Accounting Start? I've been trying to find simple instructions on how to do it correctly but without any success. For example, what should…
  • Sage Accounting Start - hourly rates?

    Hi, I can't find how to set my hourly rates for products and services I offer. When i go create a new invoice, I can only enter the total amount per row. Is there a way I can enter the number of hours and set my hourly rate? Thanks for your help…
  • Sage subscription banking errors

    I have had issues with trying to get my sage account subscription payment method approved I have tried different financial institutions as well as different browsers and still end up with an error has anyone had the same problem and how did you get through…
  • Food & Beverage

    Would love to connect with someone running food & beverage based company through Sage for start up tips/tricks and advice!
  • Can I set up more than one GST account?

    Hello! I recently bought an iMac and shortly after found out that my sage program doesn't work on IOS (SAD!). I am thinking of making the switch to Sage Cloud, but I can't seem to set it up exactly how I need it. I have an e commerce website where I…
  • Getting Started in Sage Business Cloud Accounting

    This article describes the Getting Started tab and lists the activities related to setting up. Go to the Summary page to get started with Accounting . Use the links to enter customer and vendor information, set up your chart of accounts, and connect your…
  • Invoicing one time customers without creating an account for each one?

    Along with our repeat customers we have many one time retail customers. On Sage 50 Desktop, we set up one time customers as follows: Cash Customer. Visa & MC Customer. etc We could at least locate their purchase invoices as needed through the 'Delivery…
  • Posting Sales Invoices: Can we post our sales invoices from May 2020 in the system and show that date or will Sage Biz online revert to current date?

    Our fiscal year is May 1 - April 30. Is it possible to post invoices from May 2020 into the system (Sage Business Accounting) and get those caught up so we can carry on with the fiscal year? Or will Sage Online revert the invoice date to current Jan 2021…
  • How to setup your Chart of Account

    About the chart of accounts The chart of accounts is a list of all of the accounts used by your business. These accounts are known as ledger accounts. You can use the chart of accounts to analyze your income, expenditure, assets, liabilities, and…