• How to set up Resale of Insurance Products

    We do not have any inventory per se, we sell insurance policies from different carriers and the company gets an override from the sales. How do I set this up in Sage? I want to be able to track each Independent Agent , the Carrier they sell from and which…
  • How do i add my bank account to my sage 50

    Hello, I am trying to figure out how to set up my bank account and paypal business account to my sage 50, can anyone help
  • Change Administrator - New User

    As a new user to Sage50, I must update the administrator role. The previous administrator is no longer an employee as of 2021. Yes, we were not aware of this role in Sage50 until recently. I need guidance on how to change/update. There doesn't seem…
  • Multtiple New Jobs

    Hi, Is it possible to add multiple new jobs for all of our existing jobs that we have int he system? We currently set up 2 new jobs for every new job that we have. We now need a 3rd job for every existing job and to manually enter them would take forever…
  • Opening Multiple Companies - Changing Previous Choice

    The directions for opening multiple company files is very straight forward. 1. Open the first company. 2. Select File, and then either Open Company or Open Previous Company. 3. At the warning message, select Yes. 4. Select the next company you want…
  • New Company Set Up & License/Subscription Ownership Transfer to New Company

    Does the annual fee for Sage 50 Quantum Accounting include the ability to set up multiple companies? I need to manage two different companies under one license but will eventually need to transfer the license from the current company to the new company…
  • How do I remove misspelled/duplicate states from drop down list?

    I have a few states showing up that somehow have 2 listings. Such as AZ & az & FL & fl. I purge my stuff annually & none of the duplicates (az, fl) have anything associated with it so why is it still showing up & how do I remove them?