Sage 50 US

I am trying to eliminate all my customers who have not ordered from us for the past 5 years. Can I export to excel a list of all active customers since 2018? Thank you Kirk

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…

Good day to everyone, I would like to know if it is possible to set up an alert or notification for a recurring sale, For example, if I bill for automobile service, I may notify the customer 6 months later that they are due for service again. Thank…

We have several customers in our Sage 50 US edition, which we've been using since 2013. ONE of the customers have many thousands of invoices, which is cause problems with our network client machines trying to work with that customer's invoices. So…

At the moment we have our customer ids like the first couple of letters of our client. I feel this gets messy though especially when you have companies with similar names. In addition, we are trying to have our ecommerce store data relate somewhat…

Hello, I would like to know if there are different results when a credit to a customer account is created by generating a new sales/invoice with a negative quantity & negative amount as the invoice amount vs creating an actual credit memo as per the…

When I print out a Cash Account Register report, only those vendors who are stored in the vendor list show up under the Payee/Paid By column. However, I have written several checks to vendors that I don't want to store in the vendor list (using the "Pay…

Customer Management - Select a Customer - Pull up Customer slow to populate in 2020 but instant in 2019 - Was patch migrated to 2020? This was patched in 2018 for similar issue. Yesterday we upgraded to Sage 2020. We have state of the art hardware …

Good Afternoon, Looking for some help on the aging reports. I have a customer set up Net 30 days and after reviewing their aging report example Inv. Date 4/7/2015 is still in my 0-30 days and I have others, after I check the invoice itself the due date…

There is existing Account Receivable by default. Can I add more of Account Receivable type accounts in chart of accounts and link this account with certain customers. Please advice on this. The product used is Sage 50 Premium Accounting 2014 -US Ed…

Is there a way to setup a Master Customer in Sage 50? I want to be able to create individual invoices, billing to the Master Client and then have these items show on the monthly statement as well. Are there any options for this?

We bill for magazine advertising. We have customer who sells for many advertisers. Right now we are creating one invoice and listing each ad on one line. This is fine until it is time for posting payments. Payments are received randomly when the advertisers…

I bought a manufacturing company that has used Daceasy 13 for the last 10 years. I need to import vendors and customers and products and inventory into Sage 50. The accounting is starting from zero since it was an asset purchase. I have talked with 3…