i am considering switching TO a cloud version, may I ask why you are giving up on the cloud version?

hello, i first got the cloud version on a trail for $9 per month.  began using and found few things that not so great but thought for $9 was ok to live with.  as time goes on, find more and more then price goes to $30 per month and cant take that cost and be unhappy with product.  specifically, and i realize these are my issues and i am comparing to past experience with desktop versions but...

sales graphs on summary pages are very inaccurate.  shows sales levels not even close to reality.  just a graph i realize  but accuracy should be a given.

unable to change cash account that shows on banking page.  we don't use cash but am stuck seeing the box all the time.

unable to customize invoices or statements other than uploading logo and selecting a very few basic templates.  can add messages to footer but layout and other display changes not possible.  similarly on entry pages on computer screen.   stuck using all fields they  provide even if not applicable to your business.desktop can modify the ones that show.

cant enter negative amount on invoice directly, ie cant show base amount then give discount right on customer invoice on another line so they see details.  must show net amount or make another entry as a credit note.

some entries requiring tax and no tax and separate payment accounts cant be made in one entry due to limitations of the cloud database entry rules.

unable to set late payment interest rate and have show on statement without manually calculating and making an entry.  then sometimes client pays and sometimes they don't.  if they don't, then another entry to reverse first one.  desktop easily handled this, no additional work.

unable to have recurring entries grouped in pull down menu according to module.  then no control when they are entered.  difficult to find them as have to search individually

customer statements awkward... desktop can select multiple customer from drop down selection box then  send statements in a batch.  cloud is all (even if no amount due)  or one at a time.

if a customer pays a  few cents over face value of invoice due to penny rounding or what ever, desktop allows to post immediately  to some kind of other revenue account at time of receipt and client account is clear.    cloud version simply holds it as payment on account.  so requires another set of entries to clear a bunch on .01or .02 cent items from client accounts.

no ability to print deposit slips.  we receive many payments by cheque.  previously was able to enter all receipts, one click to  print a deposit slip for summary purposes and take to bank.  cloud requires a bunch of selective general ledger print outs that are less than neat and tidy....

all reports must be "prepared" then opened again in adobe (or whatever) then printed.  no direct print, time consuming. 

for year end, you must manually enter adjusting entries to clear revenue and expense accounts  then reset dates for period end.  desktop is automatic.

app for phone doesn't allow posting customer payments on the go.  so... cant update client account then issue updated statement on the spot unless you log in using browser.  you can issue an invoice from app, that is handy but the carry through, not so much.

these are items off top of my head and again just my experience compared to desktop version. there are a few other items i am sure but these are the one that prominently stand out.  i have worked around all these issues but time consuming.   i did give it one year in order to truly get the experience but now that cost has gone to $360 per year, i want out.

please let me know if you would like any other clarification

tim

Hey tim rice, 

Thanks for reaching out. Was able to locate your account ending 400xxxxx170 and see that you have two products.

Sage Business Cloud Accounting is our fully cloud based small business software product. If you're looking to migrate your data, please reach out to the team at [email protected] about data files for SBCA and they advised that it's possible to export data in parts but there is not a 'backup file' that can be created, details on this are available here.  

Here's another blog resource as well with 6 Steps for move data or connect Sage Accounting to Sage 50 CA

Note: If the Set Up Sage | Accounting Connection features on the File menu are not accessible to you, then speak to our sales team at 1-866-261-9610 to ensure that you have a Sage 50cloud subscription. This allows you to connect to a Sage | Accounting database. I only saw a 2021 Pro license on your account*.

Hope that this helps!

Warm Regards, 
Erzsi