Sage 50 first start accounting

I am a first time user with this program and it’s not like pro. I have to enter receipts, visa statements and bank Reconcilliation for an entire year for my client. I can’t seem to code the recipes to fuel or material or anything of relevant besides misc and purchases. Also I noticed there isn’t a Reconcilliation option for bank account or credit cards and I can’t add specific credit card numbers to the system, is this all normal for this software choice?

Parents
  • 0

    Greetings debbiechang,

    I response to this message, welcome to Sage 50 Accounting. I know this is your first time but if you want to learn about the receipts, visa statements and bank reconciliation and other topics, my advice is to order Sage 50 Accounting Levels 1 & 2 or register for Sage University and take the training course curriculum and they have classes online or in-person, order books from each level including Level 2 Accounting Modules, Level 2 Payroll Module and Level 3 Power User.

    Once you register, start by going to Level 1 Learn the Basics online for free and then start Level 2 in both Accounting and Payroll Modules, Level 3 Power User and Level 4 Application Specialist.

    Thank you.

    Sincerely,

    Farzan Khan

Reply
  • 0

    Greetings debbiechang,

    I response to this message, welcome to Sage 50 Accounting. I know this is your first time but if you want to learn about the receipts, visa statements and bank reconciliation and other topics, my advice is to order Sage 50 Accounting Levels 1 & 2 or register for Sage University and take the training course curriculum and they have classes online or in-person, order books from each level including Level 2 Accounting Modules, Level 2 Payroll Module and Level 3 Power User.

    Once you register, start by going to Level 1 Learn the Basics online for free and then start Level 2 in both Accounting and Payroll Modules, Level 3 Power User and Level 4 Application Specialist.

    Thank you.

    Sincerely,

    Farzan Khan

Children
  • 0 in reply to Farzan Ali Khan

    Farzan: This is a great suggestion for someone using Sage 50 Pro or above. It is my experience, however, that these courses do not help much with the FIrst Start version as it is so limited in what the user can do to make the changes requested. Richard's suggestion of finding an accountant consultant using the Accountants Version is the best alternative.