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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…

  • Can't find the "Account Default" I want when creating a new Vendor

    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…

  • How to link Sage Cloud Accounting to Excel

    Hi all. In the knowledgebase, I see that products such as Sage 50 have the ability to output granular data to Excel through ODBC or other methods. I am wondering if there is any way to do so with Sage Cloud? I have tried to look but there are no how to…

  • Importing JSON file

    I have created a JSON file for one of my clients. How do I migrate it to Sage Accounting?

  • Migrating from Sage50: How do you reset the data of the company as "not new" so I can import Sage50 data?

    I'm finally migrating from Sage50 Pro 2013 to cloud, Sage Accounting. I created our company's profile before I started the migration tool, and I must have selected Create A New Business instead of Use your Existing Sage50 data. I followed the instructions…

  • 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…

  • Updating/changing invoices after a deposit has been applied and reconciled.

    We're looking at changing over to Sage Online and after watching one of the training videos it mentioned invoices cannot be modified after it has been paid and the payment has been reconciled. Does this restriction apply if only a partial deposit has…

  • New company in sage with previous paperwork

    Hello, I need to enter the existing information of my company in Sage, the company has 2 years of paperwork and I want to enter the invoices and expenses in Sage, do I need to do any special steps for this? Its a small business. Thanks

  • eBay Business setup

    I am new to this version of Sage, but have used other versions. I am struggling with a few things an hope that maybe someone can help me with some specifics. Our company is selling items on eBay, method payment was PayPal for a few years and then switched…

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