Sage 50 US

I posted transactions in my general journal ,it appeared in the report currectly in the individual transactions and balances , However this transactions total were added again to my total balance at the end of the month ie December , making it double…

Does anyone use Paya to pre-authorize a customer's credit card before actually processing it? We pre-authorize before shipping the order to make sure the card is good. Then once shipped, we add the Freight to the total and process in Paya. In order to…

I am moving from QBO to Sage50 and am attempting to input transactions for 2020-2022. When I attempt to do this, Sage tells me I cannot because the date is not in a valid period. I JUST created the company but cannot find how to get into historical…

Hi. I am having troubles finding the correct spot to enter in a CC expense/purchase. Not using a CC to pay bills specifically, and not inventory necessarily, but day to day misc things (such as receipts for gas, meals, office supplies). Has anybody run…

Just got off Sage support where the tech could view my screen. In Sage I have always been able to create a recurring general journal entry in a time period that's to post i.e. for 24 months and into future years. In 2022 I posted recurring GJ entries…

Does anyone know if it is possible to upload transactions (such as invoices) with a specific tracking status and/or assigned to a specific person?

We often override item descriptions when purchasing / billing customers. When we go to bill the customer using reimbursable expense the description is the item code description (ie we use Misc Parts for 1x purchases / sales but want customer to see the…

The vendor shows up in the selection list up top, but attempting to save purchase results in "The Vendor ID does not exist" . We have reinstalled Sage 2022 for this user with same result. This happens within any company for this user, including one…

Greetings, I'm exploring using an online payment method for our customers. Is either option sophisticated enough where the online payment gets automatically posted and updated in Sage50? For example, we bill customer ABC $50, they choose to…

I thought I would try importing an .ofx file from my bank to reconcile our business checking account. I do not like how it turned out. Is there any way to undo or delete? Every time I go back into reconcile the account the import file populates in. I…

How do I get Sage 50 to show the current months date under Statement Date instead of always bringing up the next months ending date?

Sage sales tax best practices include putting a bunch of sales tax rates under a single ID and making changes to the rates as needed. You may be wondering what happens to prior transactions when you update those rates: Updating the rate does nothing…

Hello, we just recently switched to Sage50 and I am in need of some help. We are a plumbing business- residential and commercial. After accepting a job, we pay a visit and then go purchase the necessary items and use them immediately on that job. We…

I need some input on the best way to enter invoices, and bills that may or may not have been paid but items/inventory/service has been received. I own a restaurant. We purchase long lists of items that we track and enter. We also do have single transactions…

I am trying to figure out this bank reconciliation process in Sage. I'm coming from Xero so I think I am having a hard time due to having the old systems' process stuck in my head. When importing a bank statement, Sage attempts to 'Autoclear' records…

how to record customer prepayments paid in advance in sage 50 The Journal entry should be debit: cash - customer -Obama 10000$ debit: unearned revenue 10000$ how can i record the transaction ?

Using my Sage 50, Is there a way to enter recurring deposits or expenses for each month? I have deposit the occur each month same for expenses. Hope there is a way that I do not see. Thanks

I am reconciling the bank, my deposit (that I am tying to reconcile) is listed (say its $4300.00) and it has a red flag beside it, so it needs to manually reconciled it. I found two transactions that represent this deposit. One is 500.00 it comprises…

Hello! I've been looking through the forums for some time trying to find some assistance to our reports being out of balance, some posts and responses have helped me track down unusual information, but nothing conclusive to help fix the issue(s): -…

While I am doing my account rec, no other users are allowed to work in Sage 50 Remote Data Access. Is anyone else having this issue? Is there a fix? We did not have this issue until we switched to cloud version. THANKS!

The problem I am having is in the chart of accounts. The accounts receivable is supposed to be a money in/ money out type of account. My accounts receivable is taking money in but not out for credit card sales only. I have to move the money out via general…

When I clear a deposit transaction in the account reconciliation of the current month it shows up again in the following month. In reconciliation the deposit is cleared from the previous month, but appears unclear for every following month. Can someone…

Looking for a Sage 50 consultant than can help with unreconciled entries from closed years. I can't find a list of certified consultants anywhere on Sage's website. Issues go back 5 years to previous bookkeeper.

At a previous company in Sage, I was able to apply a credit card payment to the vendor we are paying but somehow when paying it, it then was in the Credit Card Vendor so when the Credit card vendor is paid, I could pick the payment under the CC vendor…

I have a postive $5K unreconciled difference carrying over from 2018, which is closed. How do I clear it? It appears in Jan 2019's reconciliation, but I know I closed 2018 at zero.