In my opinion Sage works best with unique numbers. I would arrange a combination of letters and numbers maybe add the year as part of the number. For example, a check number for rent might be an abbreviated name for the Vendor ID.  VENID-2024-01 for Jan. VENID-2024-02 for Feb. This way every year and month will be unique for that Vendor ID.

I don't think Sage will let you close a year with blank check or blank invoice numbers.

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Thanks for your explanation on a numbering system.  I love your screenname!  

What I need to know is what field to use.  These are not checks.  Do the reference numbers go in the check number field?   Can the entire year be imported at once?  If yes, without the period and transaction number?  I think my confusion lies in not understanding the difference in the fields:  Check number & transaction number (I assume Sage adds this number to each transaction).  Why is there not a "Reference" number?  These are not checks but I'm fine with using the check number field.

The Prophet name? lol, I do have some funny stories...

What I need to know is what field to use.  These are not checks.  Do the reference numbers go in the check number field?   

Reference number depends on what file you are importing. For example, lets say you are importing stuff you pay but they are not actual checks. If you want to import them using the A/P Payment Journal then there is no reference field, only a check number field.

If importing a general journal entry, the reference is not required but IMO it should be an indication of why you are doing the journal entry. And better searchability.

Can the entire year be imported at once?  YES 

If yes, without the period and transaction number?  YES

I think my confusion lies in not understanding the difference in the fields:  Check number & transaction number (I assume Sage adds this number to each transaction).  Correct

Why is there not a "Reference" number?  These are not checks but I'm fine with using the check number field.  Yup, you got it, confusing.

In your Sage program under help, search import/export Payment Journal Fields and you should get a list of the field names/description and other helpful information that will help you. You can get different lists depending on what you want to import.

Best regards,

PS ALWAYS make a backup before you import....EVERYTIME. 

Yes the Prophet!  Would love to hear your stories - after tax season of course!  Thank you so much - you answered each question and yes, I love that backup feature when importing!  I am sorta new to Sage but used Peachtree years ago.  I cannot tell you how much I appreciate your detailed answers!  It's 1am and I am TIRED!  But gonna import these transactions now so I will sleep peacefully!  I've got a payroll to import too but I'll do that one in the morning.  :)