Accounting

Setting up your company information correctly is one of the most crucial steps when starting with Sage 50 Accounting. Whether you are a small business owner setting up your books for the first time or an experienced accountant configuring a new client file, having accurate and complete company information ensures your financial reports, invoices, and…

Setting up your company information correctly in QuickBooks is one of the most important early steps when creating or managing your bookkeeping system. Accurate company details not only make your invoices and reports look professional, but also ensure that your tax filings, client communications, and accounting data remain consistent and compliant. Whether you are setting…

Offering discounts is one of the most common ways businesses incentivize customers, manage inventory, and improve cash flow. Whether it’s a promotional discount, a customer loyalty incentive, or a volume-based price reduction, applying the right discount at the right time can make a noticeable difference in your profitability and client satisfaction. Sage 50 Accounting, formerly…

For any business that deals with customers and issues invoices, payment terms are an essential component of every transaction. Clearly stated terms tell your customers how much time they have to pay, what conditions apply, and any consequences for late payment. In Sage 50 Accounting, showing fields for terms on invoices and other documents helps…

Invoices are not just requests for payment,  they’re a reflection of your brand identity. A professionally designed invoice can create a lasting impression, enhance trust, and speed up payments. One often overlooked aspect of invoice design is the font used. The typeface you choose speaks volumes about your company’s tone, professionalism, and attention to detail….

Creating and sending professional invoices is a key part of doing business, no matter your industry or company size. Invoices reflect your brand identity, your level of professionalism, and how clearly you communicate with your clients. One simple but powerful way to elevate your invoices is by customizing the fonts used within them. In Sage…

Why Add Custom Fields? Out of the box, any software,  Sage included,  comes with a set of standard fields and business logic designed for general use. But most organizations have unique data needs,  extra attributes, qualifiers, status flags, or integrations. Custom fields let you extend the data model without altering the core software. They allow…

Setting up the correct fiscal year start date is one of the most important steps when configuring your company in Sage. Whether you’re starting a new business, switching accounting software, or updating company details for compliance purposes, defining your fiscal year correctly ensures that all your financial reports,  such as income statements, balance sheets, and…