How To Setup Sage 50 ACH NACHA Payments

How to setup Sage 50 – NACHA/ACH Payment to the bank

Sage 50 ACH NACHA Accounts Payable Payments How to set up Sage 50 - NACHA/ACH Payment to the bank Sage 50 vendor direct deposit payments using ACH NACHA

Support for Integrated vendor accounts payable ACH payments from Sage 50 to the bank. The following notes outline the general process when you want to setup NACHA / ACH payments. You can optionally have your bank complete an automated deposit or print vendor checks when sending Sage 50 ACH payment information.

 

Step 1: Considerations

Because the requirements for each bank may vary. The purpose of this document is to summarize the key requirements/service specifications for Integrated vendor accounts Payable processing. Extracting the payment information from Sage 50 will be performed by a Sage 50 user at your company and sent to the bank.

 

Step 2: Research

Start by calling your bank to request contact information for their technical support department. Then reach out to the technical support department at your bank so you can ask a few questions. Request written documentation outlining the requirements along with instructions for testing the ACH payment transfer. Finally ask about costs from the bank for this service.

 

Step 3: Planning

The next step is to setup an online meeting with you bank. This meeting is to help you understand all the steps that will need to be completed and the information for files to be provided to the bank. Questions should include how long the process will take once the test file has been sent to and tested by the bank. From beginning to end to have a live system is in place to process Sage 50 NACHA/ACH payments may take several weeks.

 

Banks may require multiple files such as:

  • Control file
  • Sender Identification number
  • Check register
  • ACH register
  • Control Total File

 

Each bank will have a technical support department who can help understand the details of the file(s) that need to be created. The files will be extracted from Sage 50 and then handed off to the bank. The bank will then process ACH payments for accounts payable payments. Request the following “file specification formats” from this department as well as the file delivery method so you can get started.

 

Sage 50 ACH Definitions:

A control file – counts of transactions and / or control total – sum of all total payment records may also be required.

The sender identification number is the number used to identify your bank account the payments will be deducted from.

File acknowledgement – some banks will provide a file acknowledgement options which are automated email confirmations.

File format – The payment file required may be a text file, CSV or XLS file format. It will need to be organized in the exact manner by field, by line item and by record. The value in each field will be defined in the requirements documents. Some fields may specify the number of characters expected and size of the field. Other fields may specify if it is numeric, alp or alphanumeric and/or padded with leading 0’s, blanks or other characters because of the system they use.

 

Testing:

Normally included as a part of the testing and ongoing process may be a pre-note transaction which validates the bank routing, account number and may include the account holders name prior to an actual ACH transaction being completed. Pre-notes may not be required but are recommended.

 

Once the test export from Sage 50 has been completed for ACH payments and provided to the bank normally a testing process is completed to confirm the data is delivered in a format the bank required. A sample run or two may be required to complete and finalize the Sage 50 Ach testing process.  Both transmission and format testing may be required.

 

Each bank may have one or many ACH payment types that can be used as a part of the ACH file(S) provided to the bank. Study the requirements from each bank to determine how the information will be defined and delivered to the bank. Each bank may have one or many codes used to define the account type of the receiving account such as checking or savings or other types of banking accounts the ACH payment will be deposited into.

 

After testing the bank should notify you of rejected files and/or transactions. Updates may be necessary to the output files and retesting should then be completed until multiple successful test transmissions have been completed. You may need to have more than one meeting with the bank to complete the testing process when using Sage 50 ACH NACHA payments.

 

Questions on Sage 50 ACH payments from Sage 50 to the bank.

Question?

We would like to transition from physical checks to ACH payments to our vendors. We are currently using Sage 50. Are you able to create an add-on for us to issue NACHA reports/upload files for our bank? Possibly using Sage Intelligence Reporting? If so, could you please send me a quote for doing this?

Answer:

Yes, we can have a meeting and provide support for creating the ACH file for the bank from Sage 50.

Question:

Is there a report in Sage 50 that can be used for electronic check payments in NACHA format requirements?

Answer:

No it will need to be created.

Question:

What are the options for creating an ACH file?

Answer:

Available tools that may be used to complete the data extraction from Sage 50 for AP automation to create an ACH file for the bank.

  • Access from Multi-ware
  • Crystal Reports
  • Sage Intelligence
  • Sage 50 SDK

 

Support for Integrated accounts payables ACH payments from Sage 50 to the bank.

Sage 50 training and / or Sage Timeslips Support

Fix Sage 50 pervasive database

Fix Sage 50 pervasive database

2013, 2014, 2015, 2016, 2017, 2018, 2019

 

Sage 50 Pervasive Data Base Engine Update. Are you receiving errors installing pervasive? Due to a recent update with the Pervasive Database engine the below notification was sent to Sage 50 customers on version 2017 through 2019 by Sage. Connect for technical support for Sage 50 and promotional upgrade offers reach out now!

 

Sage 50 Pervasive Error On Start Sage 50 installation, actian zen, database, failed, pervavive, Error installing Pervasive, Unable to install pervasive Fix Sage 50 pervasive database 2013, 2014, 2015, 2016, 2017, 2018, 2019

 

Question:

What is pervasive for Sage 50?

 

Answer:

Pervasive is the data base engine that runs Sage 50

 

Sage 50 Pervasive Database Notice – This article refers to an update just released for the following Sage 50 versions. Fix Sage 50 Pervasive database notice for the following versions:

  • 2013 – Sage 50 2013
  • 2014 – Sage 50 2014
  • 2015 – Sage 50 2015
  • 2016 – Sage 50 2016
  • 2017 – Sage 50 2017
  • 2018 – Sage 50 2018
  • 2019 – Sage 50 2019

 

Summary

Sage 50 pervasive database engine summary of issue being addressed: Pervasive is no longer providing keys to activate older versions of their product. This impacts Sage 50 US versions 2013 thru 2019. But, customers are able to use the product so long as they do not update their hardware, operating system (to major version), or add new installs. Because, Sage 50 US 2019 and older are unsupported versions from Sage Software and they will not be releasing an update for these products. However, support for Sage 50 is still available at 800.475.1047.

 

Notification:

Due to a third-party database component that is no longer supported, you will be unable to reinstall or reactivate Sage 50 US versions 2013 through 2019. For example, should you upgrade hardware and then attempt to reinstall Sage 50 US versions 2013 through 2019, the re-installation will be unsuccessful.

  

Question:

How do you stop pervasive in Sage 50?

 

Answer:

 If you are using Sage 50 2020 or newer, the name of the service has been changed. The name change from Pervasive to Actian, as noted below has been completed.

  1. Press Windows+R keys.
  2. Type SERVICES.MSC, and then click OK.
  3. (Quantum users only) Right-click Sage 50 SmartPosting 20xx, and then select Stop.
  4. Right-click Actian PSQL Workgroup Engine, and then select Stop.

 

What are the top Errors Sage 50 users running version 2013 to 2019 may receive?

  • Error installing Pervasive
  • Unable to install pervasive
  • Error: “The installation of the Actian Zen [or Pervasive] database has failed. Please contact Sage 50 Technical Support for assistance.” Note: Sage 50 Accounting 2020 uses Actian Zen for the database engine, while 2019 and earlier use Pervasive.
  • Error 22665.
  • Unable to install Pervasive.
  • Error: “Error installing Pervasive.”
  • Unable to install Sage 50—U.S. Edition.
  • Error: “Aborting Install: Error installing Pervasive.”
  • Top Error: “Database Service Manager has stopped working.”
  • Error: “The Pervasive PSQL v11 Workgroup (32-bit) SP3 Setup cannot be run when the Pervasive PSQL Server Engine (64-bit) is installed. Please uninstall the 64-bit Server Engine and restart setup.”

 

Discover help to correct pervasive database errors and promotional upgrade offers. Sage technical support for Sage 50 phone number 800.475.1047

Sage 50 training

Sage Timeslips Support

 

Find

installation, actian zen, database, failed, pervasaive, Error installing Pervasive, Unable to install pervasive

How To Repair Sage 50 GL Account Type

Steps in Sage 50 – Repairing an inappropriately changed GL Account type

Backup prior to beginning any repair process for Sage 50. Reach out for promotional pricing on upgrades and support!

 

Repairing Sage 50 – This is to repair Sage 50 problems caused by changing a GL account type from an account the rolls into retained earnings to on the doesn’t or vice-versa, when the account has historical data in closed years.

 

If there is not a lot of historical transaction data, an attempt can be made to re-calculate the accumulators that are used in reporting for the GL and financial statements.

 

Steps when Repairing an inappropriately changed GL Account type in Sage 50

 

Step 1. Print samples of the incorrect reports.

Step 2. Backup your Sage 50 company data files

Step 3. Change to fiscal period 1 (FP1) this provides special properties to utility we will run to change things in prior periods.

Step 4. Go to Help-Support Utilities->Integrity Check.

 

Repairing Sage 50 general ledger Sage 50 Data Base Repair Utility sage 50 database maintenance

 

Step 5. In the Data Synchronization Section run the Chart of Accounts / Journal test

 

Sage 50 Data Integrity Check Repairing Sage 50 general ledger Sage 50 Error Messages Sage error messages sage error codes sage support sage database utility peachtree data recovery

 

Sage 50 multiple Accounts

Note the if multiple accounts have issue’s this test may need to be run multiple times. It should pop up to say that a footing error was corrected in such&such account in period # whatever. Keep running the test until no message displays.

 

Before running Synchronization tests, re-indexing the tables that are being corrected is often appropriate. In this case the files would be; Chart; Jrnl Header & Jrnl Rows. Re-indexing should always be done on File at a time.

Step 6. Reprint the same list of reports created in Step 1

Step 7. Next audit the results against the before reports printed.

If things are not fixed or actually worse, restore immediately before doing anything else.

 

Sage 50 Repair is complete

 

Once you have completed your audit of Sage 50 and confirm the data has been corrected and your issue and the gl trial balance is in balance you are good to go. (meaning debits and credits at the end of the current period Sage 50 general ledger trial balance are the same exact balance)

Step 8. Make a backup if you have reviewed the reports in detail and they are error free and you are not receiving any errors in Sage 50 when recording transactions.

 

Sage 50 repair last steps

Step 9. Then change the account type for the affected gl account(s) back to their original settings and run the chart/journal sync test again in FP1 until no messages are displayed. Confirm that the GL trial balance is in balance for all open periods and that the ending balance for retained earnings in the last closed period modified by the net earnings for that year matches the beginning balance in the first open period on the general ledger report.

 

Step 10. Set up a new account with the correct account type. Either edit all transactions in all open periods to the new account or make a journal entry to move the entire balance of the bad account to the new one at the end of each open year. It must have a zero balance at the end of each open accounting year. Next set the bad account to inactive. You can also rename the id for the old/bad account and then rename the ID for the new account to be the same as the old one using the changeID button.

 

Sage Support

 

Make frequent backups and be sure to capture a screen shot should you receive any additional errors in Sage 50. For Sage 50 technical assistance give us a shout 800.475.1047

Services:

  • Sage 50 Data Integrity Check
  • Repairing Sage 50 general ledger
  • Sage 50 Error Messages
  • Sage error messages
  • Sage error codes
  • Sage support
  • Sage database utility
  • Peachtree data recovery
  • Sage 50 Training
  • Sage Timeslips Support

Sage 50 Sage Intelligence Replaced With Logicim

Sage 50 Sage Intelligence Retired – Replaced With Logicim XLGL

Sage 50 Sage Intelligence vs Logicim – Reach out now for promotional pricing on upgrades for Sage 50 and Sage Peachtree training Call today for help with migration to Logicim for Sage 50.

 

Question Sage 50 Sage Intelligence vs Logicim: Sage 50 Sage intelligence replace with Logicim for Sage 50 BI Sage Intelligence use Logicim

 

I haven’t seen any updates about this announcement last October. What exactly does this mean for my clients that are using Sage 50 Sage Intelligence reports? I also have several clients that need external reporting now. Clients are asking if their current installation of Sage Intelligence for Sage 50 will continue to work in future released versions of Sage 50?

 

Answer from Sage:

 

Sage no longer offers the Sage 50 Sage Intelligence BI license with any new purchases of Sage 50. Any clients on active service plans that have it will be supported through Sep 2021. As of this article you may test drive a free 30 day trial for Logicim which will replace Sage 50 Sage Intelligence. Please reach out to speak with a Sage 50 specialist about Logicim 800.475.1047.

 

Announcement Sage 50 Sage BI is being retired and replaced with Logicim XLGL:

 

Sage has announced that Sage Intelligence for the Sage 50 US Edition is being retired effective September 2022. The decision was made due to the limited number of Sage 50 customers that adapted BI as a reporting tool. Sage Intelligence will continue to be available as a part of Sage 100. This information was released by the Sage Product Marketing Director Mike Edgett on October 6, 2021.

 

Why use Logicim?

Use Your Excel Spread Sheet Skills To Build Powerful Reports for Sage 50:

Easily create reports from your Sage 50 company data, extract information from the Sage 50 data tables using this new tool and present it in detail or summary formats. The replacement tool works very similar to Sage BI, and is also a Microsoft Excel add-in. Report on a single Sage 50 company data file or multiple Sage 50 companies and leverage the knowledge you currently have when working with spreadsheets.

 

How is the data accessed?

Access all data from any Sage 50 company file, all version, all editions. Connect to a single company at a time or report for multiple companies and works very similar to Sage BI.

 

What reports are included?

Includes 35 ready-to-use reports. A user can start with an existing report and modify them or create your own using Excel and XLGL specialized tools. Keep data up-to-date with the click of a button. Drill down on figures for extended information. Easily hide rows or columns with zero values from your Sage 50 company data files.

 

Can I use one report for multiple Sage 50 companies?

Freeze a copy of your dynamic report and send it to anyone.

 

What are the requirements for Logicim XLGL?

  • Microsoft Windows 10, Windows 11 or Windows Terminal Server (2012+)
  • Microsoft Excel 2010 or higher
  • Sage 50 Canadian Edition (2012 and above) or Sage 50 US Edition (2021 and above)

Call to speak with a Sage 50 expert regarding Logicim 800.475.1047

 

Sage 50 Support Plans

Accounting Business Solutions by JCS provides a complete set of tools and services to help you with anything related to Sage 50 USA Edition. Choose from one of our support plans below to get started.

  • Phone Support
  • Remote Control Support
  • Need Analysis
  • Form or Report Creation
  • Data Import/Export Solution
  • Training
  • Data Repair
  • Software Installation and Configuration

Call to speak with a Sage 50 expert consultant 800.475.1047

 

https://www.logicimtech.com/products/xlgl to down load a free 30 day trial for Sage 50. We have not been able to determine if any Sage 50 Sage Intelligence reports will convert if you are considering replacing Sage BI for Sage 50 with Logicim.

Compare Why upgrade Sage 50 to Sage 100?

Sage 50 vs Sage 100

Quickly discover the top features found in Sage 50 vs Sage 100 with a side by side comparison. Learn if Sage 50 or Sage 100 is a better solution to support your growing business during a live complimentary demonstration. Once you discover the Pros and Cons of Sage 50 (formerly Sage Peachtree) and Sage 100 (formerly Sage MAS 90 and Sage MAS 200) you’ll know if you’re getting the most out of your current accounting software and if and why this might be right time to make a move. Accounting Business Solutions by JCS helps businesses understand Sage 50 vs Sage 100 differences every day.

 

Sage 50 vs Sage 100 What makes Sage 50 different from Sage 100? The only way to learn is a side-by-side comparison to discover Top features in Sage 50 and Sage 100 and Pros and Cons. Review Best Reasons To consider one over the other or if it is time to Upgrade Sage 50 to Sage 100.

Advantages, Disadvantages and Key Differences

  • Features – integrations, customization and extended functionality
  • Scalability – room to grow, more users and transaction volume
  • Architecture – overall design of the data base, API and access
  • Stability – go to market speed, performance and responsiveness
  • Visibility – quickly find, report and understand your business

 

Authorized Reseller

Work with certified consultants who know Sage 50 and Sage 100, we’re often asked about the differences between them. Our answer to this question varies depending on the unique profile, challenges, and goals of each one of our small business customers.

This is why we engage in a 2-step process with every small business owner who calls us. The first step is a free Discovery call; this allows us to learn all about your business including:

  • The accounting software you’re currently using,
  • Why and how you’re using it,
  • If you’d be better served by learning how to leverage all of its features,
  • Or if you’ve “outgrown” it and are ready to upgrade.

 

Then, we schedule a complimentary Demo to illustrate the findings that surfaced during our Discovery call and highlight our recommendations.

In some cases, after our free Discovery call, we find it’s best for customers to take additional training on Sage 50 to learn more about the Sage 50 features they have access to but aren’t fully applying.

Other times, the results of our Discovery call make it very apparent that it’s time to upgrade to Sage 100, or in its latest true cloud-based software program – Sage Partner Cloud.

 

For example . . .

 

Here’s a Start To Comparing of Sage 50 to Sage 100

If you’re a small business owner who truly only needs 5 “custom fields” for use per module and   you’re OK with limited ability to customize reports and forms, then Sage 50 will accommodate you nicely – as long as you understand how to fully utilize the “custom fields”.

But, if your company needs a virtually unlimited number of user-defined fields, and vast flexibility for customizing reports and forms, then you’re ready to upgrade and unleash the full power of the Crystal Reports used in Sage 100.

That’s just one of the differences between Sage 50 and Sage 100 that we can spotlight for you to make it easier to understand which version is best for you and your business. Join us for a discussion on Sage 50 vs Sage 100.

 

“Accounting Business Solutions by JCS has been my reseller for over 5 years with a proven track record for consistent knowledgeable and quality support. I highly recommend them.” J. Brown

 

Which business owner are you?

Are you a Sage 50 user who isn’t getting the most out of it OR are you a growing small business owner who’s ready for a “bigger box”?

Once you understand the main differences between Sage 50 and Sage 100, you’ll be closer to having that answer.

Which of these features and functions are most important to you?

  • Multiple Warehouses & Shipping
  • Inventory Items
  • Vendor-specific costs & and Customer specific pricing
  • Quotes, Sales Orders, & Purchase Orders
  • Sales Commissions & Price Discounts

 

Let’s take a closer look… What really are the key differences between Sage 50 vs Sage 100!

We are asked a lot “Is Sage 50 the Same as Sage 100?” The short answer is No!

 

Data File Size

In Sage 50 there are data limitations to the amount of information can be loaded into your demographic lists as well as the volume of transactions that can be recorded and stored in Sage 50.

Sage 100 does not have either of these limitations.

Do You Need Multiple Warehouses & Real Time Shipping?

Warehouses Logical or Physical

Sage 100 accommodates companies with multiple warehouses, with tracking for each built in, including separate reordering info and product locations. These can be physical or logical ware house locations.

There is also a multi-bin option – by warehouse location – with a fully integrated barcode scanning option.

Sage 50 can only accommodate companies with 1 warehouse with allowance for up to 20 contacts with shipping information and no allowance for alias or alternate part numbers. There is a maximum of 1 bin location per item in Sage 50.

 

Features For Shipping & Tracking

Sage 100 has unlimited ship-to accounts including sales tax tracking by ship-to address, national accounts, up to 36+ price levels or pricing by customer by item and the ability to print barcodes.

With Sage 100’s shipping module you can print a packing slip, then ship without having to post the invoice and multiple fully integrated add on option to interface with FedX, UPS and USPS (and more) and send tracking information back to the customer invoice.

You can look up prior orders and purchases during quoting, creating sales orders, and invoice entry – and that’s just for starters!

In Sage 50, you use reports or dashboards to look up sales and purchase history.  In lieu of true shipping, in Sage 50 once you ship the order it creates an invoice that updates to the open Accounts Receivable.  There is a shipping add on option for tracking information back to the customer invoice.

 

Inventory Items for Sage 50 vs Sage 100

Sage 100 offers inventory items in a range of types – lot, serial, raw materials, or finished items with the ability to report/view traceability.

Additional Sage 100 options include: a physical inventory count process that over time allows for visibility into shrinkage; the ability to scan time and material to travelers /work tickets; a field service option.

Sage 50 inventory items can be raw materials, serialized items, or finished items, but Sage 50 has no physical count processes; these are manually entered using inventory adjustments.

 

Bill of Materials

In Sage 100, Bill of materials (BOM) can have phantom builds and options and the ability to have nested BOM.  Multiple BOM revisions can exist. The Revision retains a complete history of the evolution of the BOM each time it’s modified by storing an accessible copy of the entire bill for each time a revision is entered.

The BOM for any production run can be modified as your needs require. Full manufacturing capabilities are available for repetitive or made-to-order processes using production manager or operations management along with a scheduling option that really streamlines manufacturing processes.

In Sage 50, BOM are just the components needed to make the finished items and are single level only. There is no automated process for managing multi-level BOM.

No manufacturing features are included other than the ability to use a BOM to make a finished item. No scheduling or made-to-order options are available, nor is there the ability to scan time or materials to work tickets. A work ticket only provides the ability to print the BOM that have been assigned to the finished Sage 50 item number. Only the current revision can be produced, and no modifications to the BOM can be made at the time of production.

 

Compare Vendor-specific Costs & Customer-specific Pricing

Sage 100 has separate Receipt of Good and Receipt of Purchase Invoice entry windows so that item receipts without an invoice do not show up in AP aging, as they do in Sage 50.

Additional Sage 100 inventory items benefits include customer /vendor alias item numbers, the ability to track vendor cost individually by the vendor part number, calculated delivery times and last cost that can be easily seen in the inventory item view.

Quantity pricing can be set for each price level per item including customer-specific pricing.

Sage 50 offers 10 pricing levels and discount by customer only. To get the cost by vendor for the same part a custom report is required. Only 1 quantity price definition can be assigned to an item and only 1 warehouse and 1 bin location by item is allowed.

However, Sage 50 does offer a fully integrated barcode scanning option as an add-on product.

 

Quotes, Sales Orders, Invoices, & Purchase Orders

In Sage 100 quotes, sales orders and invoices, each detailed line item has a field for anticipated ship date by item and offers a discount by line item.

The purchase orders also have detailed line items with a field for anticipated receipt date. Different dates can be used per line item on both the sales order and purchase order.

Sage 50 only has one transaction date on the header portion of quotes, sales orders, invoices, and purchase orders.

 

Compare Sales Commissions, Price Discounts, & Sales Tax

In Sage 100, it comes with 1 license for Sage CRM, can track and calculate salesperson commissions by sales, profit, and percentage and can have up to 2 sales reps per invoice and each can have their own commission percent and is fully integrated.

Sage 50 can only report on sales profitability by sales rep and has a single directional integrated CRM.

In Sage 100 customer discounts can be calculated by line item on the sales order, quote or invoice by the customer. This is particularly useful for promotional offers that grant quantity price breaks or price breaks on the overall sales order, quote, or invoice.

Sage 50 discounts are calculated on the inventory item based on the price level. Discounts are also only available against an entire invoice.

In Sage 100 allows for tracking sales tax by ship to location or use tax on purchases. Sage 50 does not.

Sage 100 more closely adheres to GAP standards by not allowing deletion of posted transactions or editing them without an audit trail as can been done in Sage 50.

 

“Accounting Business Solutions by JCS has been phenomenal to work with! Definitely took the time to get to know my organization and provided outstanding work.” J. Silver

 

Is Sage 50 still the right fit for your business or is it time to upgrade to Sage 100?

Let’s find out! During your free Discovery Call we’ll learn if Sage 50 is – or can be – the best software for your needs. However, if it’s time for an upgrade to Sage 100, we’ll point out why and how it’s time to make that happen during your complimentary Demo.

 

What will be your reason for upgrading from Sage 50 to Sage 100?

Many of our customers who have upgraded from Sage 50 to Sage 100 immediately begin using – and benefiting from – the anticipated shipping dates feature for both the sales order and purchase order that relates to individual line items, not just the entire order.

But there are so many more Sage 100 features that can trigger a business owner to make the move to Sage 100. Call now to compare Sage 50 vs Sage 100.

 

Compare Sage 50 Differences to Sage 100 Review Sage 50 Partner Cost vs Sage 100 Reseller Price Sage 50 vs Sage 100 Learn how and why to upgrade Sage 50 to Sage 100

 

Let us help you discover during a live contrast of top 10 differences between Sage 50 vs Sage 100!

Sage 50 to Sage 100 migration guidance for your small business.

 

“Ever since our business relationship with Accounting Business Solutions started in 2006,they  have provided consistent expert level support and exceptional service that is professional.”  – Henry G.

 

Call 800-475-1047 Today! Let’s get started with a free Discovery Call! We’ll listen and learn about your business, so we understand what drives your revenue stream.

 

Knowing that whatever drives your revenue steam dictates the best solutions for your business, Accounting Business Solutions by JCS will focus your free Discovery call – and complimentary Demo – on what solution is best for you.!

 

How to get the cost to upgrade from Sage 50 to Sage 100

When upgrading from Sage 50 to Sage 100 – During an initial discovery call below are a list of frequently asked questions we will need to review in detail before any estimates of service and software costs can be provided. Normally businesses bring over demographic lists and balances only but from time to time we do bring in sales history.

This compiled information provides a baseline of your business model and needs and will be important during a live software demonstration. Learn why you may have outgrown Sage 50 and may need Sage 100 to grow your business.

 

These Sage 50 questions will help determine if an upgrade to Sage 100 is right for you

  • Will this be a start-up company in Sage 100 or a conversion from an existing Sage 50 company?
  • Describe how your current Sage 50 system work at a high level?
  • How many active customers do you have?
  • Do you charge sales tax?
  • Would multiple ship to addresses help?
  • How many active vendors do you have?
  • What is the total number of active inventory items you have?
  • Would you use multiple warehouses?
  • Does you use Bill of Materials?
  • How many active bill of materials does the company use?
  • Typically, how many open AP invoices are there at the end of each month?
  • Normally, how many open AR invoices are there at the end of each month?
  • How many open Purchase Orders do you find at the end of each month?
  • What is the number of open Sales Orders you have at the end of each month?
  • Would we use existing chart of accounts?
  • Do you want sales history from your current Sage 50 company file?

 

Sage Software Frequently Asked Questions

Question: How do renewal costs from Sage work on Sage 50?

Answer: Sage 50 is named users – meaning you pay for each user who will log into Sage 50 at any time.

Sage 100 is concurrent users – meaning you only pay for the number of users who need to be in at one time.

Question: How does Sage renewals work for Sage 50 when we will be purchasing Sage 100?

Answer: Typically the way the renewals for Sage works for folks going from Sage 50 to Sage 100.

When you purchase Sage 100 you will need to purchase the number of licenses you will need.

You can pay monthly or annually.

Once you cut over on Sage 100 and have decided that you will only need say 1 license for historical look ups

then a request is made to Sage to prorated refund for Sage 50 for the unused amount of time

up to your expiration less the 1 user you will keep.

 

Tips and Tricks on how to clean up Sage 50 before you convert to Sage 100.

Steps to complete when upgrading from Sage 50 to Sage 100. These are the first steps to help you successfully migrate from Sage 50 to Sage 100.

 

The first step is to clean up the Sage 50 Lists

How to remove Unwanted Customers

Confirm the customer has no outstanding accounts receivable invoices

Mark the customer inactive

When to remove Unwanted Vendors

Confirm the vendor has no outstanding accounts payable invoices

Mark the vendor inactive

Unwanted Inventory items

Confirm the inventory items has no quantity on hand or value on the inventory valuation report

Mark the inventory item inactive

*this is to only bring over active customer, vendors and inventory items

 

The second step is to clean up Sage 50 Open transactions

Review the accounts receivable aging report and complete/void/reverse/write-off any transaction you do not expect to be paid. You can also review for credits showing because a receipt is dated prior to an invoice.

Next, review the accounts payable aging report and complete/void/reverse/write-off any transaction you do not expect to pay. You can also review for credits showing because a check is dated prior to a bill.

Review the Inventory Valuation Report and resolve all negative inventory quantities and/or costs. Confirm quantities and values against the Item Costing Report.

 

The third step is to Confirm your General Ledger trial balance is in balance

This is critical to start off on when you make the move to Sage 100. Review each of the subsidiaries and clean out other unneeded information when you migrate to Sage 50

Print the open sales order report with a starting date of 01.01.2010 (or previous)

If you need to specify a date to close the sales order, use the first day of your current period 1

Print the open purchase order report with a starting date of 01.01.2010 (or previous)

If you need to specify a date to close the purchase order, use the first day of your current period 1

 

The last step is to review and clean up your Sage 50 Bank Reconciliation

Clean up any outstanding deposits and checks you do not expect to clear the bank.

this is to only bring over transactions that you expect to use in the future in Sage 100

 

When you are ready to have a live demo when upgrading Sage 50 to Sage 100 reach out 800-475-1047 Today! We’re ready to help you!

 Sage 50 Year End Checklist and Sage 100 Year End Close Checklist and Sage Timeslips Support

QuickBooks Get Online Florida Find Expert ProAdvisor Support Phone Number

QuickBooks Online for Florida steers Florida small businesses to more savings, productivity, and profit!

Reach out Today! Call for promotional pricing – send us an email – schedule a Free Private Demo!

 

 

Discover how and why QuickBooks Online ProAdvisor assistance from Accounting Business Solutions by JCS boosts functionality, efficiency, and profitability for businesses near me in the Sun Shine State.

What is the QuickBooks Online Cost Benefit for your Florida small business?

A southern state with resources including phosphate, limestone, dolomite, shell, heavy minerals, fuller’s earth, peat, clay, gravel and sand. The bustling population enjoys the benefits of the Robust Features of QuickBooks Online.

 

How does Accounting Business Solutions Consultants help Florida businesses reach their potential with QuickBooks?

With guidance from real-world experts in QuickBooks Online, accounting, and business processes, Accounting Business Solutions by JCS customers easily transition to QuickBooks.

 

Why use a Top QuickBooks ProAdvisor? – Quickly ramp up your operations beyond accounting.

Our expertise in QuickBooks Online guides you thru the upgrade from QuickBooks Self-Employed, Simple Start, Essentials or Plus. Providing answers for questions on all QuickBooks Desktop and QuickBooks Online products. Empowering our customers to learn as they grow and grow as they master the QuickBooks version most suitable for their needs, growth, and goals.

 

Take a deeper look courtesy of Accounting Business Solutions by JCS! Authorized Intuit Reseller.

Find QuickBooks Online Florida Consultant Accountant Proadvisor near me QuickBooks ProAdvisor Phone Number near me Learn QuickBooks Online with Training Classes from QuickBooks Consultant Near me Jacksonville, Miami, Tampa, Naples, Orlando, St Petersburg, Hialeah, Port St Lucie, Cape Coral, Tallahassee, Fort Lauderdale, Pembroke Pines, Hollywood, Miramar, Gainesville, Coral Springs, Leigh Acres, Palm bay, Clearwater, Brandon, Lakeland, West Palm Beach, Pompano Beach, Spring Hill, Miami Gardens, Davie, Boca Raton, Fort Meyers, Plantation, Riverview, Sunrise, Deltona, Palm Coast, Alafaya, Miami Beach, Largo, QuickBooks online near me, QuickBooks online Consultant, QuickBooks online Training, QuickBooks online Support, QuickBooks online Proadvisor, QuickBooks online classes, QuickBooks online training, QuickBooks online training classes, QuickBooks online training class, QuickBooks online class, QuickBooks online Consultant near me, QuickBooks online consulting near me, QuickBooks online custom report writer, QuickBooks online advanced Reports, QuickBooks online Advanced Reporting, QuickBooks Online Advanced Reporting, QuickBooks online expert near me, QuickBooks online help near me, QuickBooks online setup services near me, QuickBooks online Training near me, Sage 50cloud accounting software, QuickBooks online reseller, QuickBooks online self-employed, QuickBooks Online Simple Start, QuickBooks Online Essentials, QuickBooks Online Plus, QuickBooks Online Advanced

 

When is QuickBooks the best choice for Florida business owners?   Everyday with QuickBooks promotions!

  • Competitive, small business-friendly bundle pricing
  • $100 coupon worth 2 hours of service for QuickBooks Software – 1 coupon per customer

 

Assistance with:  Data Migrations, Customization’s,  Integrations, Custom Reporting, Data cleanup, Upgrade Support

 Put our 35 Years of QuickBooks Experience to work for you! 

 

Here are more ways we are helping Florida small businesses get the best ROI from QBO!

  • Establish QuickBooks Month End Best Practices  
  • Request your QuickBooks year-end checklist here!
  • Explore the QuickBooks Enterprise Cash Flow Forecast
  • Trained Staff are highly productive – Give your business a leg up!

 

Providing QBO Software sales price, private training classes and support services to all Florida communities throughout the state that loves the Northern Mocking Bird.

Jacksonville, Miami, Tampa, Naples, Orlando, St Petersburg, Hialeah, Port St Lucie, Cape Coral, Tallahassee, Fort Lauderdale, Pembroke Pines, Hollywood, Miramar, Gainesville, Coral Springs, Leigh Acres, Palm bay, Clearwater, Brandon, Lakeland, West Palm Beach, Pompano Beach, Spring Hill, Miami Gardens, Davie, Boca Raton, Fort Meyers, Plantation, Riverview, Sunrise, Deltona, Palm Coast, Alafaya, Miami Beach, Largo,

If you conduct business or live in Florida, we’re available to help you with QuickBooks accounting software.

Get started today!  

Call, email, or visit our website. Talk with a JCS Certified QuickBooks ProAdvisor for Florida. See firsthand how we’ll work with you and your Florida business to make sure you get the best service, knowledge, guidance, pricing specials, and ROI on your QuickBooks online purchase or upgrade.

 

5 Top reasons to use Accounting Business Solutions for QuickBooks Support Near Me:

  • Work with Qualified Intuit QuickBooks Online Consultants
  • Discover the leading nationwide Authorized Intuit Reseller
  • Contact support from expert QuickBooks Online partner
  • Save on QuickBooks Online Software products with promotional sales offers
  • Learn more with private QuickBooks online training classes

 

Q&A

How do I contact a ProAdvisor for QuickBooks Support? – Give us a call 800.475-1047- https://www.jcscomputer.com

Read News About Intuit and how they help the community!

QuickBooks Month End Close Tips and Tricks

QuickBooks Month End Close Tips and Tricks

For Promotional Pricing give us a call or send us an email for your checklist! We are here to help!

 

QuickBooks Month End – Accounting Business Solutions by JCS urges small businesses to get their Free QuickBooks Enterprise Month End Checklist now to learn how to perform the Period Close and ensure that nothing is overlooked during the closing process.

 

Knowing the importance of the Checklists, JCS encourages small business owners using QuickBooks Enterprise to request their free QuickBooks Enterprise Month End Close Checklist to learn tips, tricks, and insightful suggestions for better preparation and results on their month end and period end closes.

 

Tips and Tricks #1

  • Backup up your QuickBooks company data files
  • Balance our your month
  • Print all reports to PDF
  • Backup your QuickBooks company data files

 

QuickBooks Month End Help!

 

Accounting Business Solutions is a business accounting software technical support resource,  and a QuickBooks Enterprise consultant,  QuickBooks Enterprise sales, and QuickBooks Enterprise training resource headquartered in Chicago, IL with offices in Atlanta, GA, Dallas, TX, Detroit, MI, Hartford, CT, New Orleans, LA, Naples, FL, Tampa, FL, Sacramento, CA, St. Louis, MO, Grand Rapids, MI and Charleston, SC.

 

Offering a comprehensive range of business accounting software products, support, and resources for growing small businesses, Accounting Business Solutions by JCS’ impact on the growth and profitability of small businesses shows up immediately through the Free QuickBooks Enterprise Month End Checklist they offer.

 

Business owners who visit the JCS Computer page link will be able to view details  and email to request their free QuickBooks Enterprise Month End Checklist while also getting valuable QuickBooks Enterprise Month End information and guidance on topics that include QuickBooks reports to produce, print to pdf, and review; the Reconciliation process; Steps to take to perform the QuickBooks  Enterprise Month End Close; QuickBooks Company Data Files Backup, and many more.

 

Reminders are a good idea!

“It’s a good idea for QuickBooks Enterprise users to set up reminders regarding month end tasks that need to be completed. This Checklist is a great way to do that,” a JCS spokesperson said.

 

Highly skilled in QuickBooks Enterprise training, the JCS team of certified QuickBooks Enterprise consultants offer QuickBooks Enterprise Consulting and training classes.

 

In addition to QuickBooks Entreprise, Accounting Business Solutions by JCS is a business accounting resource for QuickBooks Premier, QuickBooks Pro, QuickBooks Online, QuickBooks POS and QuickBooks Advanced Reporting.

  

 JCS’ offer of a free QuickBooks Enterprise Month End Checklist to enable small businesses to benefit from JCS’ QuickBooks Enterprise training, consulting, and expertise. With answers to many common QuickBooks Enterprise Month End questions and guidance for QuickBooks Enterprise Month End best practices, the JCS QuickBooks Enterprise Month End Checklist is an asset to every small business owner looking to leverage all that QuickBooks Enterprise offers.

 

The free Month End Checklist JCS offers shows JCS’ commitment to helping QuickBooks Enterprise users to get on track, stay on track, and be better positioned to increase revenue, profitability and efficiency – every month going forward.

 

Small business owners in all industries throughout the U.S. have questions about how long the QuickBooks Enterprise Month End Close process takes, and often wonder if the QuickBooks Enterprise Month End Close is really necessary. Answers to these questions and many more can be found on the JCS QuickBooks Month End Checklist page.

 

By accessing the free QuickBooks Enterprise Month End Checklist, businesses can get set for Month End, get answers to many of their QuickBooks Enterprise questions and discover how to access QuickBooks Enterprise prices and special deals, QuickBooks Enterprise support, and QuickBooks Enterprise training – in one simple step!

 

Visit and read through the QuickBooks Enterprise Month End Checklist Here.

 

For Promotional Pricing give us a call or send us an email! We are here to help!

Visit  Sage 100 support   or   QuickBooks classes

IT Support for Sage 50

IT Support for Sage 50

We are here to help – Software Promotional Pricing – Contact Us to Learn More!

IT Support for Sage 50

We can help users resolve these issues, or they can work with their IT consultant to help resolve these printing issues.

We often hear from our clients who are having what we would generally call IT issues with their Sage 50 accounting software application.  A common complaint is after the user upgrades the Windows 10 they find they can no longer send Invoices via email directly from Sage 50.  The most common cause for this is their settings either in Windows or Sage 50 for the email. They need to make sure they have a default email, mostly Outlook in their Windows settings and then make sure they choose default email in their Sage email setup.  If they use Web Mail, they will need to select this in the setup.  They need to identify the email they are using, e.g., Gmail, Yahoo, etc.

Setting Windows compatibility in Sage Properties will, often fix buggy problems the user may be having.  Choosing Windows 8 compatibility often does the trick.  This issue happens to when the user upgrades to a more current version of Windows. Using older versions of Peachtree (2010, 2012) will cause some issues when upgrading to Windows 10.  Users will have better luck when upgrading the Windows version on the PC than installing Peachtree 2010 on a new PC that has Win10 as the Operating System.

 

Why am I unable to print invoices, purchase orders, etc. in Sage 50?

 

This may be caused by the following issues.

  • Incompatible print driver
  • Damaged printer installation
  • Damaged .frm, .ptr, or .rpt files in company directory
  • Incorrect data path
  • Incorrect sharing permissions or security
  • Printer not recognizing check paper as printable surface
  • Not allowing journal to post
  • Cannot print from any program

 

Accounting Business Solutions by JCS can work with your IT or help end users

 

We can help users resolve these issues, or they can work with their IT consultant to help resolve these printing issues.

Finally, users may experience receiving Error Messages with using Sage 50.  This may indicate mild or more serious issues of data corruption. The first utility to run is Data Verification found under the File tab.  For more comprehensive tools, the Data Integrity Check/Repair will allow us to run a variety of tests to check the integrity of your Sage 50 Company Data Base File.

 

For IT Support for Sage 50

 

Reach out 800.475.1047 or visit www.jcscomputer.com or for Sage 100 support

 

Compare Accounting Software

Compare Accounting Software

Why is leveraging all the power in your small business accounting software critical to your business growth?

Compare Accounting Software – learn more about what you need or already have. Every day, more and more small businesses come to us eager to learn how to manage their business information using the newest tools or what they already own. Sometimes they need help moving up to a more robust solution or to find 3rd party add-ons to solve for challenges they are having. On a daily basis we help:

  • Identify issues before they become a crisis with advanced reporting.
  • Elevate Business Performance Visibility
  • Optimize team collaboration by gaining instant access to real time data

Balance quality and growth by using your accounting technology the max. Learn how to manage your accounting software so you can get back to business and find new customers.

Top Accounting Software - Compare Accounting Software - Review Accounting Software Sage 100 Sage 50 QuickBooks Desktop Sage 50 quantum Sage 100 ERP Why use Accounting Software Compare the features QuickBooks Sage 50 Sage 100 Find the best solution from the top accounting Software Do you need help understanding accounting software choices?

More and more successful, thriving small businesses are reaping the benefits of using all the tools in their small business accounting software.

Don’t get left behind!

Go beyond just accounting and attend a training class and learn how to drive your growth by leveraging all the power in your accounting software.

  • Sage 50 Cloud
  • QuickBooks Enterprise
  • Sage 100 Cloud
  • QuickBooks Online
  • QuickBooks Point of Sale
  • Sage Intelligence

Compare Accounting Software…

Would you like to see an accounting software demo before you make the purchase?

An Accounting software demo will let you see and feel how things will be better if you choose to purchase a new accounting software system. We can help you review based on your business model and our vertical market expertise. Accounting Software demos allow you to:

  • See the software in action
  • Work around your schedule
  • Ask Questions specific to your business and internal processes
  • Focus on areas where you have the biggest challenges that need solutions
  • Have as many demos as you need
  • Talk to a real person who has real world experience

If you want to book an online accounting software demonstration it couldn’t be easier! Just pick a time and date that suits you, and we’ll send you details of the online session via email.

To compare accounting software solutions

visit www.jcscomputer.com or give us a call 800.475.1047

Timeslips Support

QuickBooks Consultant Expert ProAdvisor Information CA QuickBooks Cost and Support Pricing

QuickBooks ProAdvisor California steers California small businesses to more savings, productivity, and profit!

QuickBooks Hosting! Find promotional pricing – Schedule a Free Private Demo! Customized Consulting Plans QuickBooks Pro, QuickBooks Premier and QuickBooks Desktop California Sales Support Learn QuickBooks CA Easy To Setup QuickBooks Pro reseller, QuickBooks Pro, QuickBooks Premier reseller, QuickBooks Premier, QuickBooks Enterprise reseller, QuickBooks Enterprise, QuickBooks desktop reseller, QuickBooks desktop,

Learn how and why QuickBooks when offered by Accounting Business Solutions by JCS boosts functionality, efficiency, and profitability for businesses in the Eureka State.

How will your California small business benefit most from QuickBooks?

Known widely as a key Technology state, California is also predominant in agriculture yielding more crops and farm-based goods than any other state. With government as its largest industry, California is also a leader in tourism, entertainment, forestry, professional sports, airports, and seaports. This industrial range advantages California businesses to reap the benefits of a diverse economic base which lends itself to the robust features of QuickBooks.

 

Gain New Skills from Accounting Business Solutions to help drive your QuickBooks forward.  

Qualified Intuit QuickBooks Consultants help you ramp up by using all of your software. With guidance from real-world experts in business, operations and accounting, JCS customers easily migrate to QuickBooks.

Our expertise in all aspects of QuickBooks – especially when upgrading from QuickBooks Premium to QuickBooks Enterprise and conducting Data Conversions, setup and training  – We help educate and empowers our customers to learn as they grow and grow as they gain new skills and master the QuickBooks version most suitable for their needs, growth, and goals.

 

California take a deeper look into QuickBooks, courtesy of Accounting Business Solutions by JCS! with a complimentary discovery call!

 

Why is QuickBooks – when offered by Accounting Business Solutions by JCS – the best choice for California business owners?

  • Competitive, small business-friendly bundle pricing
  • Free test conversion from Pro or Premium to QuickBooks Enterprise when you buy upgrade
  • $100 coupon worth 2 hours of service for QuickBooks Software – 1 coupon per customer

Live Assistance with

  • Data Conversions
  • Customization’s
  • Integrations
  • Custom Reporting
  • Data cleanup
  • Upgrade from Previous versions
  • QuickBooks Advanced Reporting
  • Training Classes

Since 1989, we have been consistently certified in all software products that we offer, provide, and recommend to customers.

 

Explore QuickBooks accounting software sales, private training classes and support services to all California  communities throughout the Eureka State.

Alhambra, Anaheim, Antioch, Bakersfield, Berkeley, Buena Park, Burbank, Carlsbad, Carson, Chico, Chino, Chula Vista, Citrus Heights, Clovis, Compton, Concord, Corona, Costa Mesa, Daly City, Downey, El Cajon, El Monte, Elk Grove, Escondido, Fairfield, Fontana, Fremont, Fresno: Fullerton, Garden Grove, Glendale, Hawthorne, Hayward, Hemet, Hesperia, Huntington Beach, Indio, Inglewood, Irvine, Jurupa Valley, Lakewood, Lancaster, Livermore, Long Beach, Los Angeles: Menifee, Merced, Mission Viejo, Modesto, Moreno Valley, Murrieta, Newport Beach, Norwalk, Oakland, Oceanside, Ontario, Orange, Oxnard, Palmdale, Pasadena, Pomona, Rancho Cucamonga, Redding, Rialto, Richmond, Riverside, Roseville, Sacramento, Salinas, San Bernardino, San Diego – San Francisco – San Jose: San Leandro, San Marcos, San Mateo, Santa Ana, Santa Barbara, Santa Clara, Santa Clarita, Santa Maria, Santa Monica, Santa Rosa, Simi Valley, South Gate, Stockton, Sunnyvale, Temecula, Thousand Oaks, Torrance, Tracy, Vacaville, Vallejo, Ventura, Victorville, Visalia, Vista, West Covina, Westminster, Whittie

If you conduct business or live in California, we’re available to help you with QuickBooks accounting software.

 

California here are the best tips and tricks to get the most from QuickBooks!

  • QuickBooks file review of company data to make sure you are on the right track
  • QuickBooks checklist – Period and Year End – Get your QuickBooks checklist here!
  • Receive the QuickBooks Enterprise Cash Flow Forecast Free with your purchase

 

Discover the Top 5 reasons QuickBooks users contact us for Support:

  • Member of the QuickBooks Solutions Provider Program
  • Reseller for QuickBooks with highly skilled ProAdvisor status
  • Work directly with the same expert QuickBooks consultant
  • Cost savings from promotional offers on QuickBooks Software
  • Private, focused one-on-one QuickBooks training classes

 

Get Started Today with qualified QuickBooks ProAdvisor California

Call, email, or visit our website. Talk with a JCS Certified QuickBooks Online ProAdvisor for California. See firsthand how we’ll work with you and your California business to make sure you get the best service, knowledge, guidance, pricing specials, and ROI on your QuickBooks purchase or upgrade.

Q&A

How do I contact a ProAdvisor for QuickBooks Support? – Give us a call 800.475-1047https://www.jcscomputer.com

Read News About Intuit and how they help the community!

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