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  • Bank Reconciliation - Missing Transactions

    Hi, I am new to Sage and trying to do my first bank reconciliation. I have imported all of my banking information and can see that all of the transactions are accounted for. However, when I enter the statement date (as the end date from the bank statement…
  • Stripe Payout for Foreign Currency

    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?
  • Bank reconciliation for foreign customer

    Hi, I billed a customer in EUR and when the payment arrived on the CAD bank account, I am not able to select my customer whose currency is EUR, only the customers with CAD in their master data appear. How can I select the customer billed in a foreign…
  • 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…
  • Bank Feed Transactions showing up reversed

    I am working with a new daycare startup and we started using Sage Accounting software in December. While setting up the books I linked the bank account so we could start using the bank feeds but since the bank requires 2-step verification it was preventing…
  • What report will help find why my Sage balance is different than bank balance?

    What report will help find why my Sage balance is different than bank balance? I must have a duplicate or missed transaction. I have matched up all transactions. However, RBC issued me a new credit card. I had to disconnect my bank service and reconnect…
  • PrePaid Insurance

    Our yearly Insurance for our fiscal year October 1, 2023 to Sept 30, 2024 is a total of $4000.00, that is paid in 3 instalments ($1333.33) on Oct 1, Nov 1, and (1333.34) Dec 3. In previous years, our old accountant (now retired) had set up a reoccurring…
  • Servus Credit Union Bank Feed Issues

    I have had numerous problems with the Servus Credit Union bank feeds. They do not offer a Excel or CSV bank statement which is ridiculous. However, I was able to connect the bank feeds easily for two smaller accounts. The larger accounts I was unable…
  • How to record theft/network breach

    I am looking for some guidance on how to record financial theft on sage. Some of the cash has been and will be recovered but there will be a chunk which we won't get back. What is the best way of recording this? Is there a way to record it without…
  • Bank rec out of balance

    I have taken over a bookkeeping position and the previous bookkeeper still did manual bank recs so I am 4.9M out of balance. I would like to start doing the bank rec on the computer, how do I zero this amount out?