How do you get help from a real person at Sage?

Has anyone else had this issue with Sage Sole Trader?

I signed up to Sage Sole Trader to manage my income and expenses, but honestly, I'm finding it incredibly frustrating.

When I go through my draft transactions, most of them appear multiple times, meaning I have to categorise the same transaction over and over again. It's making what should be a simple task incredibly time consuming, and I'm starting to regret signing up.

To make matters worse, I can't find a phone number or email address to speak to an actual person. Every route seems to lead to community forums or a chatbot that doesn't understand the problem I'm trying to explain.

Has anyone experienced the duplicate draft transaction issue? If so, did you find a solution?

I'm also wondering whether it's worth switching to another accounting provider, but I've already spent hours inputting data into Sage, so I'm reluctant to start again.

Any advice or recommendations would be hugely appreciated. Thanks!

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  • +1
    Verified Answer

    Hi Hannah,

    Are you using our Free or Paid Sole Trader? If Paid, you can get to a human in the chatbot by just asking for a human (it may take a couple of tries, but you will get through to one of us).

    Our free product does not have any human support (other than this forum), the help centre, or a chatbot.

    With that out of the way, are these transactions all dated the same day, with the same source? The image is cut so I can't see those fields.

    If so, go to the Banking page and tell me: do you have more than one bank feed set up for the same account? This could be why they're duplicated.

    If not, we'll look a bit deeper into potential other causes.

    Callum,
    Tech Expert, Sage UKI

  • 0 in reply to Callum S

    Thanks Again -  I have no duplicate bank accounts so will disconnect and reconnect as you advise

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