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  • Adding Historical Transactions beyond prior period

    Hey all, I'm sure this has been asked before. Wondering if there may be an updated solution. I am setting up the books for a new company that has been working on an Excel sheet for the past 4 years. They want Sage. They want historical records from…
  • How to manage old data in Sage 50 Canada

    How to manage old data in Sage 50 Canada

    Do you have several years of old data slowing your Sage 50 Canada software down? Here's some tips on how to clear old data: STEP 1: Make a backup. Once data is cleared, it is no longer available for lookup and cannot be brought back. Make a backup…

  • Activating Payroll Modules - Historical Data for 3 companies in Sage 300 going back 12 years to current

    As a system administrator, but not familiar with the app Sage 300 app. I wish to activate the Payroll Module for three “Historical Data” companies in Sage 300. Need this in order to access payroll information from 2009-Current Just wish to know how…

  • Starting new company part-way through yr.

    For a variety of reasons we need to start a new company in Simply. We already are 4 months into our fiscal year -end. How to we get the A/R and A/P into the new company? is there an import function? Just a matter of re-entering the last 4 mos into the…

  • Please Help - Importing Historical Data from Excel?

    Hello! We have just begun using Sage and we are going to be closing out month here and Importing all open historical information so that starting April 1st we will be current. The idea is to run sage side by side with our current software for the rest…

  • Changing account numbers & account names

    We have a revenue account, 4110 Tire Revenue. It needs to be changed to the following: 4110 Labour Revenue. The problem is that we have 5 years of historical data under 4110 Tire Revenue. How do I change the account to the above but keep the historical…

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