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Reconcile Accounts in Sage 50: Overview You can reconcile accounts in Sage 50 using the “Account Reconciliation” window. Most often, users reconcile bank accounts, cash accounts, and credit card accounts. When you reconcile accounts in Sage 50, you ensure the transactions in the account within your company file match the transactions in the account’s
Change Item Prices in Sage 50: Overview You can change item prices in Sage 50 for a range of selected items at once. To change item prices in Sage 50, select “Maintain| Item Prices…” from the Menu Bar. Doing this then opens the “Maintain Item Prices – Filter Selection” window. Then set the desired
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
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