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I reconciled the bank statement for December 2023 in February 2024 and posted the reconciliation. Is it possible to change the reconciliation date after it has been posted?

Hi there So I logged in yesterday - uploaded some banking data. Closed out a couple hours later. I have since then received a text notice - twice - from my bank - sending me a new verification code. Like the system or someone is in the account and…

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…

We use Sage Business Cloud Accounting (United States). When we pay a vendor, the transaction from our bank account shows up as a negative number and we go into the vendor and allocate the (negative) payment amount among several (positive) vendor invoice…

I have tried several times to link my banking and nothing happens....Did anyone have an issue connecting to their banking?

Hi, all. I'm wondering if anyone can tell me how I find out what my bank balance was on a specific day. I managed to do it once before but cannot for the life of me remember how I did it.

I’ve decided to switch from QuickBooks to Sage Business Cloud. I want to like it… but I can’t connect my TD bank account to the accounting software. It doesn’t even give me an error, just says “something went wrong” after I type my security code.

I looked back at post history and did not see any that matched the problem I am having. I am trying to connect a bank checking account to Sage Accounting and I continue to get an Alert that says "No Accounts Available To Connect". The one I am trying…

Is it possible to limit bank access for a specific user to a particular bank? I have always understood this to work as authorizations for the module and then the functions within the module. If no, is there a way to limit access to the payroll transaction…

I have been attempting to have the email address associated with my banking feed for 2 weeks. I have called into support numerous times, was told today that the issue was resolved, it wasn't I am very green/new to using sage; if I remove the bank account…

Your bank accounts in Sage Accounting help you to keep track of the money paid in and out of your actual business bank accounts and manage your cash flow. We've dedicated a page of the Help Centre to working with the bank covering the following topics…

HI, I 've experienced an error from an update made by Sage 50 back around April. For some reason 2 entries re-appeared after the update in the next month's bank reconciliation module. When I dug through the details, I realized that it was an automated…

Is it safe to add my bank account to my online sage accounting account? What are the risks for doing so?

I have one client for whom only payments imported are not posting. I imported bank statements from AutoEntry. The deposits can be classified and Created or Matched, but payments out don't work. I can bring up the vendor, account and choose the payment…

When I try and link my bank Sage says it needs access to all my accounts when I just want to link my business account and business credit card. Any idea on how to link only the accounts I need?

I am trying to open the bank on Sage. Its taking forever to open and then no transactions appear? On the last day of the month as well? Its bad enough the bank feeds are not working, now this too?

Hi everyone, Hope y'all are doing well. I have recently taken on a new client as their bookkeeper and I have noticed that their bank reconciliation was not done through Sage. While there is a hand-made bank reconciliation from last year-end, I am looking…

Hi Sage, most of my clients bank feeds also has not pulled through since 13/06, one of them 14/06 - From various banks. Do we know what the issue is or how it can be resolved? Thanks

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 trying to figure out why I cannot connect our Royal Bank PayEdge account (formally WayPay) to Sage accounting. I keep getting an error code when I am prompted for the Sage login information from PayEdge. The SAGE company is set up as shared and…

Hello I need to enter a Dec 2022 sale and paid by cheque on Dec 23, 2022 but it was deposited on Jan 12, 2023. Do I enter the payment on the date the cheque was make, or do I enter it on the date the cheque was deposited? Thank you in advance. …

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…

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…

I have been reconciling payments this morning and upon completion, I downloaded my customer outstanding balances report just to find that all payments which I just allocated are still showing as overdue. Please repair this bug, you know everyone is prepping…

I have looked at the RBC - Royal Bank of Canada and have tired to find the OTX download to use in Sage Accounting. Has anyone used RBC to download the statement I can only get a PDF file?