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  • 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…
  • Accessing Sage Accounting for yourself

    Hello, I was wondering how you are able to access Sage Accounting for your own bookkeeping practice. As far as I know, it is included in the Partner Edition? Every time I try to login to Sage Accounting I just end up in the Client Portal Area. Thanks…
  • Is your small business expanding? Don't let your software needs fall behind!

    Are you looking for software that can help your growing business succeed? We know that as your business expands, you need new solutions that can deliver what really matters. Sage Accounting is here to support you every step of the way. With our software…
  • 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…
  • Partner Edition Assuming Role of Client

    Hi, I recently started using Sage Partner Edition to manage my clients. Is it normal that whenever I access my clients it says "you are currently assuming the role of [client]"? Or can I do anything about it?
  • How to feel at home in your new accounting package - Navigation

    Let’s face it, change can be challenging sometimes. When you’ve been using the same software for a long time, it’s only natural that you will form habits and start to complete tasks without even thinking about it – sort of like digital muscle memory.…
  • 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'.
  • Third Party Assessment - Sage

    I am conducting a Third Party review on Sage and need some information on security and business continuity. Is there an online area where this information is published ? If not a team I can contact?
  • 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…
  • Not a fan of installs? Why not try our cloud based payroll?

    Why not try Sage Business Cloud Payroll, with no more installs and four simple steps to process, this cloud based payroll is better than ever! Want more? Add Sage Business Cloud Accounts to your package too! Find out more
  • When things don’t go to plan

    Whether it's your phone, computer, or your software, sometimes our technology doesn't work as we expect. To make sure you are never stuck when it comes to your Sage software, we’ve created a simple troubleshooting tips guide, so you know how to get…
  • Upgrade to Sage Business Cloud Payroll - it's free for three months!

    Sage Business Cloud Payroll is an intuitive, cloud-based payroll that helps you manage everything payroll related in just a few clicks: No need to install updates. Process payroll with 4 simple steps. Send real-time data submissions to HMRC while…
  • Upgrade to Sage Business Cloud Payroll for free

    Upgrade to Sage Business Cloud Payroll. No more installs and process payroll in four simple steps, this cloud based payroll is better than ever. Try it out for three months free now! Find out more >
  • Upgrade to Sage Business Cloud Payroll - it's free for three months!

    Sage Business Cloud Payroll is an intuitive, cloud-based payroll that helps you manage everything payroll related in just a few clicks: No need to install updates. Process payroll with 4 simple steps. Send real-time data submissions to HMRC while…
  • Trying to input an opening Retained Earnings figure in Sage Business Cloud Accounting

    Afternoon all, Last year, we moved our internal profit & loss reporting to the Sage Business Cloud Accounting system, taking 01/01/2020 as our commencement date. We manually input all the various customer/supplier opening balances, invoices, and banking…
  • Sage Accounting - Budget summary - March 2021

    Below are the key points for the UK Budget announced on 3 March 2021, that may affect your accounts. VAT cut for hospitality and tourism sector The temporary reduction in VAT rate for the hospitality and tourism sector from 20% to 5% has been extended…