I still have not closed the financial year end accounts for 2018, but I want to get a TB for the first 3 months of 2019 and be able to run the nominal ledger for the same period. How do I do this? Thanks
Go to Nominals, then Reports, then Trial Balance, Transactional Trial Balance. The same applies to P&L and BS, although bear in mind the YTD values will include 2018.
Thank you Anita - as you see I am a Sage novice
Thanks from me too. I didn't know that. I've learnt something!
If I want only 2019 numbers and balances is it difficult to close off the 2018 year? Got quite a helpline going on here!
It's very easy! Click on Tools (at the top) > Period End > Year End, and follow the prompts.
There are lots of articles to refer to if you google "sage 50 year-end" and there's a very good Sage video at https://www.youtube.com/watch?v=nTY_KBj_qPw I would just look at the video.