Sage Accounting Canada

Hi I am in Canada and I want to know how to enter a Director Loan or Shareholder loan to the Company and how to do repayment back to the Director or Shareholder with interest

I've been trying to add a foreign currency for invoicing since I need to bill my American clients in $USD. This is the help article that I found: https://ca-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=220924450010555&hypermediatext…

Hello, I'm new to Sage and am setting up my Vendors. When I do so, I am not finding the "Account Default" that I want. I have several vendors that I would like to go under "operating expenses" so I am looking for: "Repair and Maintenance - 8960", "Salaries…

Hi folks, I was wondering if there's a way to create sub-accounts under a parent account. Say, 5000 for Revenue and have different 5005, 5010, 5015 as different revenue flows, such as consulting revenue, installation revenue, etc. How could I accomplish…

Hi. New customer here. Tried several times to setup connection to our RBC bank account. There's a blank page, with an endless spinning wheel. I have an active session to my bank in a different tab so I know it's not an online access issue. As a first…

how do i set up square in my banking

Hi, Im just having my accounts set up in Sage. There are three years of paper bank statements from this business that for some reason we cannot have in downloadable format. Pretty much everything in the business was done old school until now. Is there…

Hi there So I logged in yesterday - uploaded some banking data. Closed out a couple hours later. I have since then received a text notice - twice - from my bank - sending me a new verification code. Like the system or someone is in the account and…

How can I change the receivable Sales Invoice Numbers? I have to enter different types of revenue as invoices, and use unique numbering for different department invoices. In the settings the I am unable to disable the "Next Invoice Number" setting.…

Trying to see transactions on my linked bank accounts gives me this error. Trying to disconnect the banks also gives me this error. My fiscal year end date is set to 12/31/2024. Anyone have an idea?

Is there no module for adding inventory or services in this version of Sage?

Can I add an accept or decline function on a quote for our clients? Making it legally binding that they have accepted/ declined the quote?

Hi we just signed up for SAGE Accounting and currently setting up SAGE, How do I set the PST and GST or tax exemption for customers ? In my current accounting system when I include the PST number in the system for each customer, the invoices automatically…

Hey there! I am wondering if there is a way to manually generate my invoice numbers when I am creating my invoice right in the create an invoice screen? I know that I can change it in my settings but this means that I have to go into my settings every…

Where would I find the Chart of Accounts in Sage Online and am I able to edit these?

There is no link or option to invite or connect to an accountant under Manage Business Account. Is that because that is not an option with this product?

How do I change a customer from non-stock to service so I can set the rate amount? I don't recall seeing a option to set non-stock or service or any other setting. It shows the setting under "type" on the main screen of the Products and Services tab…

Hi, completely new and set up a 3-month trial. Wish to brush up on free brush up on bookkeeping skills. It says I need an account number for that? Where do I find that on the free trial?

I have imported all of my contacts. As I am billing I am noticing that all of my products are being billed at 0 Rated. Any suggestions on how we can fix this?

When I used the desktop Sage version it would notify me if I was trying to enter an inactive vendor or customer so that I could reactivate it and not have to create the same name again. Is this possible using Sage online?

Hi Everyone and SAGE I have multiple users that are not able to access "Incoming Bank Transactions". I as a owner I can but the other users who have full access are not able to Transactions under Banking view. Does anyone else run to this problem? …

How do I change the font size on the various screens?

Hi, I've tried adding my accountant to my users, but I keep getting an error message that the email is invalid. I don't understand, as I use that email to correspond with the accountant regularly. Yes, it's typed correctly. It's an active email with Cogeco…

When I try and link my bank Sage says it needs access to all my accounts when I just want to link my business account and business credit card. Any idea on how to link only the accounts I need?

Hi All, Ok, so I have been in business for 23 years. I do all my bookkeeping in excel. I'm looking to finally move into an actual accounting software. I've tried quickbooks and... I dislike it. I *could* make it work, but it is too user friendly and obfuscates…