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Convert a Quote in Sage 50: Overview             You can convert a quote in Sage 50 into a sales order, proposal, or a sales invoice. This helps transfer information from the quote after the customer accepts the quote. To convert a quote in Sage 50, select “Tasks| Quotes/Sales Orders/Proposals| Quotes…” from the Menu Bar. Doing

Make a Cloud Backup in Sage 50: Overview             You can make a cloud backup in Sage 50, if you have a subscription to Office 365 Business Premium or higher. Doing this creates a backup that is saved to the cloud using Office 365. To enable Office 365 integration with your Sage 50c products, you

Free Online QuickBooks Training: Introduction             This blog post is a free online QuickBooks training. It covers the basics of using a company file in QuickBooks Desktop Pro 2018 for Windows. This free online QuickBooks training shows you how to create items within QuickBooks, enter sales, receive payments, and also pay bills. This QuickBooks training

The Proposals Window in Sage 50: Overview             You use the Proposals window in Sage 50 to create a proposal of goods and/or services for a customer. If the customer accepts the proposal, you can mark the proposal as an “Accepted” proposal. Doing this then lets you transfer the items to invoices, as needed, by

Set Up Sales Tax in Sage 50: Overview             You use a two-part process to set up sales tax in Sage 50. First, you must set up sales tax authorities that you will use. Second, you must set up sales tax codes using the sales tax authorities. Sales Tax Authorities are the tax rates for

Change Orders in Sage 50: Overview             Change orders in Sage 50 let you change the estimated revenue and/or expense amounts of existing jobs. You can also use change orders in Sage 50 to change the projected end date of a job. Note, however, that change orders in Sage 50 can only be created for

Write Checks in Sage 50: Overview             The “Write Checks” window lets you quickly write checks in Sage 50 and then apply the amount to one or more accounts. If the payment you are making doesn’t involve invoices or inventory items, then this is simply the easiest payment method to use. To access this window

Create New Accounts in Sage 50: Overview             You can easily create new accounts in Sage 50. If you created your chart of accounts using one of the business types listed in the “New Company Setup Wizard,” then you likely have a full chart of accounts which will give you all the accounts necessary to