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  • Sales Invoice Import

    We use a third-party vendor to produce our sales invoices. I'm working on an import to get the invoice detail into Sage. When i import the file, there are no item/description in the body of the invoice. Total of the Invoice appears in the Sales tax line…
  • Account Credit Application

    Is there a way to set up my invoicing to automatically apply the Customer's account credit to their invoice? This would be SO HELPFUL, instead of having to create the invoice, then go and receive the credit against it, then reprint the credited invoice…
  • veteran status

    How do people track employee's veteran status in Sage?
  • Food & Beverage

    Would love to connect with someone running food & beverage based company through Sage for start up tips/tricks and advice!
  • Cash vs Accrual Method Report Options

    Quickbooks has the ability to switch between the cash and accrual method for financial statement reporting. I know that this is not possible in Sage but are there any plans in the future for this option? It would be nice to switch between the two…
  • Catch-ups for multiple year ends

    Hello, I've come back to work doing bookkeeping and I have two clients that need their bookkeeping records caught-up, both use Sage 50 Premium (2022). Their accountant told them to get Sage Accounting, wouldn't have been my choice given the restrictions…
  • Integrate Sage Business Cloud Payroll with Sage Cloud Accounting

    If you have access to both (SBCA and SBCP), did you know that you can set up the integration and have all of your financial information from each pay run sent directly from Cloud Payroll to Cloud Accounting? Accounting Integration is a way of linking…
  • Getting started with Sage Business Cloud Payroll

    Hello everyone, This article provides a step-by-step guide on how to set up Sage Business Cloud (SBC) Payroll. It's useful for those that are new to the product, and need help to get started when setting up their account. Please remember to ask any…
  • New Company Set Up & License/Subscription Ownership Transfer to New Company

    Does the annual fee for Sage 50 Quantum Accounting include the ability to set up multiple companies? I need to manage two different companies under one license but will eventually need to transfer the license from the current company to the new company…
  • Differences between Bills of Material and Kitting items

    What is a Bills of Material item (BOM)? A Bills of Material item is an item that can be assembled or repackaged inventory items to create a supply of "master item" to sell. What is a Kitting item? A Kitting item is an item that can be set…
  • Sage 200 Self service web site externally.

    I have been asked to make the self service website available externally and while we have the self service website accessible internally (someone can open Sage 200 and select "Show Workspaces in Browser" How does it handle the authentication if I make…
  • Setting up Database for students at our university (trying to help our professor)

    Hi. We need help getting our database setup. I did some reading on it and even though I understand technical things pretty well I did not quite get it. As I mentioned in the title this is for a class we are taking in Computerized Accounting and we all…
  • RRSP and Health Benefits paid by Employer but not a group plan

    I have an unusual situation. The employer is too small for Group RRSP, so they have agreed to pay one employee a rrsp contribution each paycheque. The amount is $100.00, which then the employee is responsible to contribute to an RRSP. How do I record…
  • Rename custom field names under the "Additional info" tab to something other than "field 1" ?

    Can you rename the custom field names under the Additional info tab to something other than "field 1" ? I need to add a customer & vendor ID to each customer/vendor record to run integration from another software. Since Sage 50 does not have a visible…
  • Access Level of Sage Users - What Does Your Company Do ?

    I'm curious to know how other companies use Sage. We currently have 1 person who can do everything - all posting, deleting, voiding, etc. This is also the only person who can cut checks and post adjusting entries straight to the general ledger. We have…
  • Add a preview button to Entry transaction setup (similar to Windows Preview button)!

    This will help a lot in implementation project and will greatly save time.
  • change decimal places

    Can you change the number of digits on the price for sales or expenses? Below under the price. Many of my vendors price their products $xx.xxx but I can only enter $xx.xx Any help is appreciated. Thanks
  • Setting up accounts to show expenses and assets

    We are in the final stages of building a house that we will rent out. I have set up a project to track expenses and revenue, but not entirely sure on the accounts to use. Would I set up an expense account for appliances 5115 and an asset account 1840…
  • Setting up PR Module in Company

    We are needing to set-up the PR module in one of our data folders that hasn't previously had PR set-up. If we are needing to mimic one of the other data folders that we already have set-up, is it possible to use file tools to copy the needed PR files…
  • Sage Support

    Has Anyone Had Issues With Support? I am trying to migrate from Sage 50 to the Cloud. Simple, eh? I should preface this by noting that I have been using this s/w since it was Bedford accounting - around 1990. Who's on first? The chat and phone…
  • Sales Receipt from a Receipt Printer

    I feel like I am missing something. Our old simply was set up with a receipt printer that printed an itemized receipt like you would see in any retail store. The printer uses a 3 inch wide tape and there was a template in the old version but unfortunately…
  • Fixed Assets

    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…
  • Sage 50 Premium Edition Reports and Forms

    Upgraded to Premium from Pro and unable to use our saved custom sales form and when customizing journal, print preview does not look like the actual form. Also unable to create a text field to type work order number in manually under date field.
  • Manage multi currency and credit notes while migrating to cloud

    We want to upgrade from Sage 50 desktop to Sage business accounting Cloud. However, When we are trying to create the JSON file with the help of migration tool, It is giving errors for Multi-currency as well as credit notes. Now does that mean Sage Business…
  • Add silent/unattended deployment options to the Sage client installer

    A silent/unattended installer for the Sage client software would make management and deployment much easier for Information Technology departments that support clients using Sage.