Most of the 1099 process in Sage 50 is pretty straight forward. Record your payments throughout the year, set the “1099 Type” field to Independent Contractor for any vendor that should get a 1099-Misc, and print your forms at the end of the year. But how do you adjust the 1099 amount when needed? Or […]
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Backup is one of those issues that is so important it’s almost impossible to over emphasize it. I’m a big fan of the sister companies IBackup and IDrive as a reliable and affordable way to get an off-site backup. But because your accounting data is so important I still recommend using Sage 50’s built in […]
If you want to change prices for all or part of your items or services in Sage 50 (Peachtree), it’s easier than you might expect. Obviously you could go to Maintain Inventory Items and change the price each item individually, and that’s fine for making a few changes. But there’s a better way to make […]
Everyone knows how to apply formatting such as bold, italics, or color to a cell on an Excel worksheet. But did you know you can establish rules so that if certain conditions are met, the cell will automatically receive selected formatting? You can, and it’s called conditional formatting. Let’s look at a few examples. I’ll […]
Sage 50 2016.1: The first update to Sage 50 2016 was released on 10/20/02015. Most significant is that with the update, Sage 50 is now “compatible with and certified for Windows 10.” There were also fixes to the Sales Journal and Cash Receipts Journal reports that involved problems with the Invoice Notes field. Also new are: […]
Over the years, customers and vendors come and go. That means your customer list and vendor list get cluttered up with obsolete records. While you can’t delete those customer or vendors as long as you still have transactions linked to them, there is an easy way to hide them so they don’t show in the […]
The worksheets (or tabs) in an Excel workbook are a nearly indispensable tool for organizing data. (I know some of you remember when tabs were a new feature.) But how many times have you repeatedly jumped back and forth between tabs trying to compare information? There’s a much better way. You can actually show both […]
When setting up an item to be bought or sold in Sage 50 you have to choose an item class. Choosing the right class is very important so I want to shed some light on the most commonly misunderstood item type, the non-stock item. To understand when to use non-stock items, you need to understand […]
Someone asked recently if they could create a shortcut on their desktop that would open a specific company in Sage 50. In fact it’s not hard to do at all. Since many of you maintain multiple companies I thought the answer would be worth sharing. If you don’t already have a Sage 50 shortcut on […]
Many programs export data to CSV files (Comma Separated Values) because they are almost universally recognized. Excel can easily open a CSV file and automatically split into columns but there are some common problems you’ll run into when doing that. One of the most common problems is leading zeros. Zip codes (postal codes), invoice numbers, […]
