• Bank Connection Problem

    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…
  • Can you import a Sage 50 premium Accounting Company File into Cloud Small Business Accounting?

    We are currently using the on prem version of Sage 50 US Premium accounting, and it is overkill for our small business. However we have been using Sage for over a decade and would not like to manually enter all over our data into a new Sage Cloud Small…
  • how to convert .csv file to sales invoice using the sage accounting generator 2023

    When I log into sage and click the green "Create" button, and select "sales invoice", I can attach a csv file, but no matter what it will not accept it, saying " File not supported. Try another doc, sheet or image format ". Upon further examination, the…
  • 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. Any…
  • 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 resolved…