My Accounts Receivable or Accounts Payable Aging Reports does not match my GL account Balance for the same account. What caused this and how can I correct it?
General - Company - Utilities (12)
If you need to change the currency symbol for your reports and list head to the Control Panel Settings.
Change Sage 50 Quantum Version, Downgrade or change to different Sage 50 Product Versions
The Pervasive Workgroup Engine is used by Sage 50 and Peachtree to perform the database functions. It is a piece of software that runs either as a task or service.
Cleaning up your Sage 50 and Peachtree Accounting Data Folder.This may reduce your .ptb backup file size and backup time.
Creating and Restoring Archive File(s) for Sage 50 and Peachtree Accounting
An Archive is a snapshot of your Sage 50 / Peachtree at a time frame. They are useful to perform query and reporting functions after you have performed some major changes to your data. This includes purging or closing your fiscal year.
DataSoft recommends that you create an Archive prior to running a purge or fiscal period close.
The Archive Dataset(s) are read-only, This prevents any changes in the Archive. This also prevents users from entering new transactions into the Archive by error. Remember they are a snapshot of a Company at a point of time.
** User Names and Password (if used) are kept in sync with the Archived Company. If you change them in the working company they will also be changed in all the Archive(s).
So how do I create or access an Archive DataSet?
Depending upon the version of Sage 50 / Peachtree you have you should find the archive menu items from the File Menu. If you don't see these options within your File Menu then your version does not support archiving. Sage 50 Pro or Complete do not support archiving.
Once the Archive has been created you will receive a confirmation screen.
Open Archived Company - This will allow you to open an existing Archived Company.
Select your Sage 50 Archive from the Open Archived Company Dialog.
Restore Archive - Allows you to restore a Sage 50 Archive backup (.PTB) file. This function is useful if you receive an Archive Backup from DataSoft.
You may be asked for your Username and Password during the restore process.
Navigate where the saved Archived Backup file resides and select it.
Once you have selected the Archive Backup (.PTB) file click open. Follow the screen prompts. You may be asked for a User Name and Password. These may be required to restore the Archive Backup File. Once the restore has finished you may open your Archive.
Restoring a Sage 50 backup as a new company.
If you wish to restore an existing company backup as a new company you should complete the following.
Closing the Fiscal Year in Sage 50 US Edition Checklist
Sage 50 has two open years. For example, the years 2017 and 2018 are open. To close the fiscal year to start entering transactions for 2019, you need to make sure all transactions and adjustments have been completed for 2017.
Is your Sage 50 Accounting running slow? Here are a few items to help you speed things up and decrease loading time.
If you are running an older version of Sage 50 or Peachtree Accounting on Windows 10 you may experience shutdowns were the application just quits.
You may also experience problems running a newer version of Sage 50 with your program is set to compatibility mode.
You control compatibility mode settings using your Sage 50 or Peachtree Accounting Desktop Icon.
|To turn on Compatibility Mode:
|To turn off Compatibility Mode:
Run Sage 50 or Peachtree again to determine if this resolved the issue.