• Upgrading from "Simply Pro" 2011

    I have used Simply for over 20 years as self-employed accounting bookkeeper. I am currently employed as financial admin for a church. I've been using my Simply Pro 2011, which works fine in terms of the basic needs. However, I would like to switch to…
  • Info entered in Message area on Quote form disappears in the conversion to Invoice form

    For 20+ years my company has used Sage/Simply Accounting. Like many businesses, when we do a quote for a customer we are given a reference that may be a purchase order number or a name. We enter that information in the ‘message’ box of the quote form…
  • Carrying forward AR balances from another accounting software

    Hi everyone, We have been sing 2 separate accounting software systems (Sage and DataPax) for a number of years (this was a company that we purchased- so we didn't have much choice when we took them over). We are now transitioning everything into Sage…
  • Foreign Exchange Account

    Hi all, I have a question about posting invoices in USD. This is how I post it (We don't have a US account): e.g. An invoice received in the amount of $1,000 USD. I do the conversion and enter the equivalent of CDN under the related expense account…
  • TEH PROBLEM ABOUT THE LINKED ACCOUNT

    Finding Linked Accounts in Simply Accounting by Sage Nemanja Nemanja 11 Mar 2010 2:07 PM Comments1 Likes0 You try to link an account but you can not select it in the account dropdown list. It’s not there. You try typing in the account number in the…
  • i can't find the link an account in the account dropdown list

    i can't find the link an account in the account dropdown list in ACCOUNT PAYABLE, but i can see this account in the chart of account. how can i find it , another problem is for the bank reconciliation , there is no bank account in the dropdown list…
  • Which product do I need

    I am currently using simply accounting basic 2007. One of the modules stopped working so I want to upgrade. I can't figure out which product is a "like for like". I am looking at Sage One and Sage 50 first step. I am a one person operation. Any advise…