• Moving from Sage 50 to Cloud - Question re entering Opening Balances

    We're starting 2024 fresh on the cloud. The export/import didn't seem to work very well, but we decided to set up the chart of accounts manually and enter the opening balances, as a good way to learn the cloud anyway. My question: year end is Dec 31…
  • Connection to RBC bank lost

    My Sage Business Cloud Account was connected to my RBC bank account successfully for 6 months until just recently when Sage is now asking me to re-enter the credentials to authorize the connection. When I do that, it loads up a Plaid popup asking for…
  • Issues Migrating data from Sage 50

    Hi There, I am trying to migrate my company data from Sage 50 Desktop to Sage Business Accounting Online. I have followed all the steps and used the migration tool, however during this step I ran into some errors that need to be corrected before completing…
  • Recommended courses for becoming Certified Advisor

    I'm going through various courses on Sage University, and looking at the Certified Advisor assessment. Is there a recommended path, or recommended Sage courses, before taking the exam?
  • Inventory item Additional Costs

    Hi we just got the SAGE Business accounting subscription and started entering data. At the moment I have a problem on adding core charges on products. My e-commerce business has spare parts with core charges, is there a way to ad a custom field to add…
  • Users with Full Access cannot view Banking Transactions

    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? …
  • Getting Tax Number must be blank error while updating a customer Sage Accounting

    Hi, Im triying to update Contacts using the API and Im getting the next error: "validation" : { "errors" : [ { "field" : "tax_number", "message" : "must be blank" }, { "field" : "tax_number", "message" : "Format must match '123456789XX1234 (15 characters…
  • Credit Unions - Island Savings specifically

    I am trying to connect Island Savings Chequing or Savings and keep getting Sorry something went wrong - talked to support. Went through every option she could think of. I tried a few others - even called the bank to see if they had heard of anything with…
  • How to Mark a $0.00 Sales Invoice as Paid

    How can I mark a $0 Sales Invoice as paid? I had to create this invoice to make a line-item adjustment (items were same price) so my invoice comes to $0.00 and is now marked as outstanding and I want to clear it from 'awaiting payment'.
  • Problem with accessing https://accounting.na.sageone.com/ -- must delete cookies

    Maybe every second or third time that I try to access Sage Cloud ( accounting.na.sageone.com/) , I get an error message and I must delete the site cookies to be allowed in. This have been happening for a few months. Is there a way around this that does…
  • Utility bills

    For utility bills, can I just enter as other payment and point it to the right ledger or do I have to enter the bills and make payments against them?
  • BMO bank not connecting???

    anyone else having this issue currently. i have spoken to BMO and they have had many many calls from SAGE clients with this issue and continue to say it is not a problem on their end. i tried the fix in the posts above, on three different browsers, and…
  • reconciliation

    While completing my monthly reconciliation I found an error. I made a payment to CRA for $2313.69 and it should have been $2296.23. My bank is correct but Sage is not correct. So when I realized this I pulled up my vendor payment and edited it to the…
  • Fixed Assets

    First time business owner here I'm trying to record fixed assets (2 pieces of machinery) and after reading the articles on the Sage site am still confused. I recorded their purchase under the correct Ledger account for costs and then recorded their…
  • Invoices automatically including Sales Tax

    If I enter a product, and set the sale price as $100.00, when I select that product for a sales invoice, it automatically calculates as $100.00 taxes included (reducing the price/rate to $92.00 without tax). But I would like it to be $100.00 plus PST…
  • Not able to send invoices from iPad or iPhone

    Two days ago I was able to send invoices from my iPad using the Sage Accounting app. As of yesterday I get “Oops No Service” notification when I save an invoice. I’ve tested using wifi (full bars) and Cellular. The app is still communicating with…