• How to add GL accounts to Outstanding checks

    On my Outstanding checks report, I want to view the GL accts that associate with each check. How can I do ? Thanks
  • Pay Now Button/link

    I'm using Sage 50 Quantum 2024, aside from seeing a pay now link in the message body of an email, is there a way customize the invoice layout and include the link/button to the invoice itself?
  • Sales tax and Income account from Invoice to General Ledger

    I have a client who has hundreds of invoices to bill clients. They also have various inventory items of which it assigns a cost and charges sales tax. Is there anyway to combine sales tax of an invoice into one line item instead of separate sales tax…
  • where can I find the file for my saved import field choices?

    I want to copy my saved templates for import to another company - can you tell me where the files are.
  • Adding an Invoice Comment

    I'm setting up our company for the first time and working on our invoice layout. I need a field at the top where I can write unique comments to the customer. I found a field called "Invoice Comment" that I thought would work for this, but when I go to…
  • Customizing Invoice Layout - On Screen Issue

    I went into the REPORTS & FORMS -> INVOICES-> selected the form to edit -> customize and I customized the invoice to my liking. I saved it. When I am creating the invoice and select this invoice template, the additional description column does not show…
  • Error in customise form print (Sage 2023)

    When I use customise form (for example receive money / pay bill), after choosing 1 payment/cash reciept and use customise form to print and preview, the application will keep loading hundred and thousand of form. Anyone has come across same bug…
  • Display Totals in Financial Statements

    When displaying and printing a Financial Statement in Sage 50 2022, I would like to show only totals for certain expenses. For example, each employee has a 10 digit GL account number for their payroll. The first 5 digits are the samre for all employees…
  • Missing Forms since upgrading to Sage 50 2022

    We upgraded our Sage 50 to the latest version 2022 and now all of my customized forms have disappeared. How can I get these back? Help!!!
  • How to set custom fields to be printed on last page of forms in Sage 50 US 2022?

    hello all, I am trying to customize SO, Quotes & Invoices. I want to put signature line and some notes at the last page. In Sage50 2022 US Edition, can't find any option to set fields on last page. Appreciate the help from community. Thanks in…
  • Custom Reporting

    How to add a column to the statement of activities or income report?
  • We have the Tax Form 1099 NEC - 2 up vendor Template and 1096 Transmittal for 2020

    The IRS form you received from Sage is only 1 up and it is not aligned properly for the laser forms. We have created a form and it is available on our website. It hits every box in the exact location. The only thing you have to do is purchase the forms…
  • Copy Standard Intelligence Reporting into Report Manager

    Hi, I have Sage 50 US Quantum 2020 edition. How can I make a copy of a standard Intelligence Reporting, Jobs Profitability Report, into the Report Manager so I can modify it. I need to modify it a little and regularly email to someone in the company…
  • Prior year budgets

    Annually, I run a report showing current and the two prior years actual and budgets. Under the current program, there is only one (current) year budget. In previous versions of Peachtree, each year showed with that year's budget. Actual data shows up…
  • Check Amount Fraud Prevention

    Is there a way to configure the check printing where the "Word Amount" follows with asterisks to end of the check to prevent potential fraud on the check? So for example: One Thousand Four Hundred Dollars *********************************** Verse…
  • Creating chart of accounts with / without masking

    Question: If you create a chart of accounts without masking, can you later go in and change the account numbers and add masking, or do you need to do this from the beginning? Thanks
  • SSN Verification Form

    Hi, I am trying to generate the SSN verification form for the new hired employee and do efile. however, when i put out the form, it has ALL the employees information. I tried to select particular date but does not work. anyone know what can I do to…
  • Printing checks from Sage

    We have 7 different restaurant locations in our Sage Database, we want to know if we can order blank checks and have the banking information of each location print on the check, eliminating having to order separate checks for each of our locations. Also…
  • remliw

    I know how to customize the form for checks. I want to print checks on black stock. Everything works for me except the CHECK NUMBER on the MICR line. I have a MICR font and have applied it to the routing number and the check account number. This…
  • Parts of characters cut off on invoices

    Running Sage 50 Accounting. Upgraded (the hard way) from Peachtree 2012. Had this issue with the 2012 version and still have same issue with 2020 version of Sage 50 accounting. When printing invoices - select text items get a couple pixels on right…
  • Anyone know how to create an Accounts Receivable Aging report for one account number only?

    I have three account numbers that are AR for different product lines but want to run the report for each line
  • Has anyone created a .CSV file to export local wages to local tax collector (Berkheimer in Pa)?

    I was wondering if a support group member has created a report, in the correct format, to upload via Berkheimer website in PA? I'm frustrated with manually entering the info each quarter and would very much appreciate any assistance. Thank You!
  • Expanding Column Width in reports is not working

    I suppose to be able to have a white arrow to increase column width, but it never shows up when I hoover over the blue marker of each column.
  • Income/Budget Report not giving click for general ledge option

    I'm self taught on Sage 50 so I'm probably not using the correct terminology in my searches and that's why I can't find an answer. Here is my problem: We have revamped our account numbers and reports within the last year. I've been fighting with…
  • How do I remove some customized financial statements from a company?

    I have some older customized financial statements listed in my drop down that I don't currently use, but might have to in the future. Is there a way to move these files to another folder so I am not seeing them? I am currently using 2019.