• credit card transactions

    how do i enter my credit card transactions so when reports are ran i see a true statement of what i spend on a particular cat?

  • Chart of Accounts Importing Issues

    About a month ago I took a new position as an office manager/bookkeeper for a metal foundry.  We used Sage Premium 2016 not connected to the internet to prevent hackers. once 2023 began we realized my predecessor never closed out 2021 so I could not continue…

  • Cannot Import Category values for Products and Services

    New user but I do have extensive data import export experience.

    We used "manage categories" to create some categories for products and services.

    However, when importing services and products it will not allow us to populate the Category field…

  • Importing OFX Statements from your bank Tip - Select the file type that matches the file you want to upload"

    If you get the following error message "Select the file type that matches the file you want to upload" after you have chosen the OFX file type and uploaded your file then SAGE will not let you continue with the import until this error has been…