Sage Accounting Canada

A credit from a supplier was incorrectly entered as a vendor invoice, and a payment was made to the vendor. The bank and tax reconciliations have already been completed, so we are unable to just unallocate the payment and void the 'invoice'. What would…

I have received a negative invoice from our supplier for the price difference of a material. Initially they had charged us for a higher price for 30 pcs and now I have to deduct this amount from the material. Any suggestion about how I can record this…

Hi there, just wondering if its possible to change the year end on a current sage file. I created a sage file with a December 2023 YE. I recorded transactions up to May 31, 2024 but found out that the year end needs to be April. So if there a way…

A stripe USD payout was recorded in my CAD bank account. I have tried deleting the transaction from the CAD bank account but it says I am not allowed to delete stripe payouts. Is there a way to remove this transaction?

Why did all of my sales invoice numbers change when I migrated from Sage 50 desktop to Sage accounting (cloud). They also do not upload correctly from Auto Entry. It appears as though Sage is assigning its own numbers to the sales invoices.

After processing about 10 cheques, some of which have been sent out, i realized the numbers are off in the program to the actual number on the cheque. So, in the system the cheque number is listed to a different vendor than what is on the physical cheque…

Hi Guys, I am trying to figure out how to post my lender fee (loan origination fee) on a mortgage. I have created the loan liability account and an asset account already and created a journal entry crediting the liability and debiting the asset…

How do I reverse a refund? I have to issue a refund to a customer but realized too late that I need to do a VB instead. I started the process for refunding as directed on Knowledge Base but it doesn't trigger a cheque. And I shouldn't have done that because…

We started using Sage Business Cloud in October. Prior to this we were using just spreadsheets for our accounting system. When setting up the Sage program I was required to enter the year end date for our business which is a few months before we started…

How do I correct/set/reset the Opening Balances of GL accounts of a new fiscal year to 0? The Opening Balances are carrying forward to this new fiscal year. The period variance is correct for this fiscal year, but the Opening Balance (and therefore…

Wondering if there is a way to issue a receipt when accepting deposits/partial payments for invoices instead of just giving an invoice showing partial payment?

I have posted a customer receipt from the invoice itself AND via the Create button in the bank account. How do I correct this?

I converted a client sales order into an invoice , the customer name needs to be changed to their sister company . Sage is saying that I cannot do this , is there a way around this?

Hi, I need help in a bit of a hurry. I have entered several vendor bills using the incorrect ledger account. Do I have to unallocate all of them and re reconcile? The instructions say it can be done just through banking but I can't see a way to access…

I am the newly elected Treasurer for our National Board and I'm new to Sage. When the books were passed over, I was advised that there was an error made on one of the entries about a year ago. Sage is showing our balance having $50.00 more than what is…

Creating payment to credit card (refunds record from supplier)

How do i delete everything i have done, so that i can start over

How can I adjust the restaurant tip amount ?

i am trying to make year entry in the general ledger, but can not see all of the accounts, why?

Hello, I issued a loan to an employee of $3000 who was having a difficult time and they have since then quit and the loan is no longer recoverable due to them going off the radar and ghosting me. How would I fix this in my system as it is still showing…

I need to issue zero dollar cheques to clean up AP accounts. System will not let me do it. How can I get around this?

We have paid a damage deposit to the local county for property improvements. It will either be refunded in full in a few months time, or the county may apply it to the cost of any damage we would be liable for. I am unsure how to enter it, as…

Hi community! I hope you guys won't let me down :) - Yes I brew beer and I love to ski I am looking to inactivate a customers "Carey" , however, there's an account balance remaining AR which is bad debt OB (as I migrated systems in covid) that I cannot…

I accidently chose the wrong client name for an invoice. I've tried editing the name, but it does not change all the infomation - ie : edited the name, however the old client's address remained on the invoice. when I saved the new name, the invoice remained…

I happened to have to change the rate that I usually charge while creating an invoice. I clicked on the rate, changed it, then saved. Sage created two invoices ...why? how do I correct this?