Archive for category Sage 50 / Peachtree Tips

Hide Inactive Customers, Vendors and Inventory Items Based on Last Activity Date

Over the years, customers, vendors, and inventory items come and go. That means lists get cluttered up with obsolete records. While you can’t delete those customers, vendors, or inventory items 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 drop […]

Sage 50 2020.1 & Older Will No Longer Activate after 9/30/2023 – What are your options?

If you’re using Sage 50 2021, 2022, or 2023, this does not apply to you. Anyone on an older version needs to read this. I take seriously my responsibility to provide you with accurate information so you can make good decisions for your business. I’ve been researching this problem for quite a while now and […]

Procedure Entry Point Error In Tax Forms

Recently I’ve had several calls from people getting an error when trying to open the payroll tax forms. The exact error may vary, but it will be similar to The procedure entry point…could not be found in the dynamic link library…\Formviewer\Aatrixforms.exe. The problem can usually be fixed easily by reinstalling the Aatrix form viewer. Just […]

1099 Printing Changes in Sage 50 2023

Version 2020 added 1099 integration with Aatrix (the program used to generate payroll tax forms) while also still supporting printing of 1099s using the traditional editable forms built into Sage 50. But the Aatrix option was only available to payroll subscribers. Starting in version 2023, the legacy 1099 method has been dropped in favor of […]

Memorized Transactions

Previously I’ve talked about setting up recurring transactions to automate transactions that occur on a regular schedule and with the same amounts each time. But many other transactions happen repeatedly but not a fixed schedule or maybe the amounts can vary each time. In that case, memorized transactions are the preferred solution. Memorized transactions are […]

Customer Ship-To Addresses in Sage 50/Peachtree

Setting up multiple ship-to addresses for customers in Sage 50 (formerly Peachtree) is simple once you understand how to ship-to addresses relate to contacts.

Creating a 12 Period Balance Sheet

Sage 50 comes standard with an income statement that has 12 monthly columns. But recently I had a request for a 12 month balance sheet. When building this report I realized what a great example it is of how Sage 50’s financial statement designer is powerful, flexible, and easy to use. At first this report […]

Sage 50 2022 New Features

Version 2022 of Sage 50/Sage 50cloud releases July 21, 2021. It should show up in your updates soon as they gradually roll it out to users. The list of improvements is short, but they will be significant to some users. State Paid Family and Medical Leave enhancementsNew payroll functionality has been added to accommodate the […]

Creating a 12 Period Income Statement in Sage 50 for Prior Years

One of Sage 50’s built in financial statement formats, “<Standard> Income – 12 Period”, gives you an income statement for the current fiscal year split out into monthly columns. People are often surprised to find that it doesn’t let you choose a date range so you can’t use it to report on prior years. But […]


When typing in the description field of a Peachtree invoice, the enter key moves you to the next field. Read this tip to find out how to start a new line of text within the same description field.