Mastering Sage 50 Accounting U.S. v. 2023 Training Tutorial

Welcome to Mastering Sage 50 Made Easy™. In this training, we will cover the basic skills required to effectively manage your company’s financial information using Sage 50 Premium Accounting. After completing this course, you should understand the way Sage 50 tracks and manages your company’s basic financial information. You should also have the required skills to do the most commonly performed and necessary tasks within Sage 50. Learn this and more during this lecture.

To open a Navigation Center in Sage 50 Accounting after opening a company file, click the button in the Navigation Bar for the name of the Navigation Center to open. Sage 50 Premium Accounting contains buttons for the “Business Status,” “Customers & Sales,” “Vendors & Purchases,” “Inventory & Services,” “Employees & Payroll,” “Banking,” “Payment Center,” “Apps & Services,” and “System” Navigation Centers. Learn this and more during this lecture.

All versions of Sage 50 contain a Menu Bar that lets you open the windows where you perform business-related tasks, like invoicing customers, writing checks, and entering bills. To use the Menu Bar in Sage 50 Accounting, click one of the primary commands in the Menu Bar to view its sub-commands in a drop-down menu. The primary commands in the Menu Bar are “File,” “Edit,” “Lists,” “Maintain,” “Tasks,” “Analysis,” “Options,” “Reports & Forms,” “Services,” “Window,” “Help” and “Live Chat.” Learn this and more during this lecture.

The Shortcuts section appears in the bottom section of the Navigation Bar at the left side of the company file window. You can click the links here to open the related window or task form. This gives you one-click access to the features and tools you use most often in Sage 50. Learn this and more during this lecture.

You don’t have to be an accountant in order to use Sage 50, but you must have a basic understanding of some simple business bookkeeping and accounting concepts before entering information into the program. What you will examine next are the types of accounts shown in a company’s “Balance Sheet.” A balance sheet is a report that shows a company’s financial health as of a given date. The three major types of accounts in a balance sheet are assets, liabilities, and equity. The balance sheet is one of the most frequently requested financial reports for a company and so it is important to understand what information it contains. Learn this and more during this lecture.

To create a new company file in Sage 50 Accounting, select “File| New Company…” from the Menu Bar to start the “Create a New Company” wizard and enter the company’s information. The “Create a New Company” wizard window shows different screens into which you input your company’s information. The information collected during this process includes the basic company information, the accounts needed for the company’s chart of accounts, the accounting method, the posting method you use to post transactions to journals, the default accounting periods available, and the company file’s default values. Learn this and more during this lecture.

You can also convert an existing company file from either QuickBooks or DacEasy to Sage 50. However, note that the conversion process will not create perfect replicas of the existing company files from these other programs. While much of the data can be converted from these applications to Sage 50, some of it will be lost. You will still need to check your company files after the conversion to correct any data errors that occur or add missing data to the converted company files. However, this can still save you much time when converting from one of these accounting programs to Sage 50. Additionally, if converting from QuickBooks Desktop, the version of Sage 50 Accounting must be one year ahead of the version of QuickBooks Desktop from which you are converting. For example, if converting to Sage 50 Accounting 2023, you must be using QuickBooks 2022 or earlier or it will not convert the file using this utility. Learn this and more during this lecture.

Before entering new customers into your company file, you should ensure you have the “Customer Defaults” set the way you want to prevent entering repetitive data values for each new customer record you create. To access the default customer settings in the “Customer Defaults” window, select “Maintain| Default Information| Customers…” from the Menu Bar. Learn this and more during this lecture.

Before entering new vendors into a company file, set the desired “Vendor Defaults” to prevent entering repetitive data values for each new vendor. To set the default values for new vendor records, select “Maintain| Default Information| Vendors…” from the Menu Bar to open the “Vendor Defaults” window. Learn this and more during this lecture.

Setting the “Inventory Item Defaults” lets you specify the default settings when creating new items for invoices, bills, and purchase orders. To set the inventory item defaults in Sage 50 Accounting, select “Maintain| Default Information| Inventory Items…” from the Menu Bar. Learn this and more during this lecture.

To set up payroll and employee defaults in Sage 50 Accounting, select “Maintain| Payroll| Payroll Setup Wizard” from the Menu Bar. You must set up your payroll item defaults before you can set up your employee defaults. Sage 50 understands this, and even if you select “Maintain| Default Information| Employees…” from the Menu Bar to set up your employee defaults first, it prompts you to instead launch the “Payroll Setup Wizard” to set up your payroll items first. Learn this and more during this lecture.

You can directly change many payroll item fields within the “Employee Defaults” window. To open the “Employee Defaults” window in Sage 50 Accounting, select “Maintain| Default Information| Employees…” from the Menu Bar after finishing the “Payroll Setup Wizard” in Sage 50. Learn this and more during this lecture.

If you work on specific jobs for customers and need to track amounts spent and earned by job, you may want to set your “Job Defaults.” To access the job defaults in Sage 50 Accounting, select “Maintain| Default Information| Jobs…” from the Menu Bar. Learn this and more during this lecture.

You must backup your Sage 50 company data to prevent re-entering hours of data in the event of data file loss or company data file corruption. Even minor events like a power outage can damage a company data file, so it is recommended to back up your data frequently. Backing up your data creates a single file which includes all your company information and customized forms created at the time the backup is made. Learn this and more during this lecture.

If you have a subscription to a Microsoft 365 Business Premium or higher (formerly called Office 365), you can also create a backup saved to the cloud using Microsoft 365. To enable Microsoft 365 integration with your Sage 50 Accounting products, you must also be a global administrator of the Microsoft 365 account. In addition to backing up your company file to the cloud, this feature also backs up archive copies of the company file to the cloud, too. Learn this and more during this lecture.

Restoring a company file replaces all information in a selected company file with information from a selected backup file. This is a critical feature you must learn to do in case of company data file corruption or loss. You can choose to restore the company data only, the customized forms only, the web transactions only, or all three things at once. However, because all company data is interrelated and stored in a single data file, you cannot restore individual components of a company file, like a single invoice. Learn this and more during this lecture.

Restoring a company file replaces all information in a selected company file with information from a selected backup file. This is a critical feature you must learn to do in case of company data file corruption or loss. You can choose to restore the company data only, the customized forms only, the web transactions only, or all three things at once. However, because all company data is interrelated and stored in a single data file, you cannot restore individual components of a company file, like a single invoice. Learn this and more during this lecture.

You can create additional user accounts that can access your Sage 50 file. You can also restrict the areas to which they have access and the procedures these users can perform within the company file to secure the company file data. Before you can create multiple users, however, you must first create an “Administrator” user that has access to all the features within the company file. This user account can then create the other user accounts, which can have restricted access to the company file, if needed. Learn this and more during this lecture.

You can also configure automatic local backups for company files in Sage 50. Doing this creates regularly scheduled local backups of a company file using the Windows Task Scheduler, by default, although you can also use other task scheduling applications, if needed. To create a local automatic backup schedule in Sage 50 Accounting, select “File| Automatic Backup…” from the Menu Bar. You may then need to click the “Yes” button in the “User Account Control” window that opens to allow configuration of automatic backups. Learn this and more during this lecture.

You can also configure automatic cloud backups for company files in Sage 50. Doing this creates regularly scheduled cloud backups of a company file to your linked Microsoft 365 cloud service (formerly called Office 365). Like the other Microsoft 365 integrations, this requires you to have Microsoft 365 Business Premium or higher. To create an automatic cloud backup schedule, select “File| Cloud Backup| Cloud Backup Settings…” from the Menu Bar. You may then need to click the “Yes” button in the “User Account Control” window to allow automatic cloud backups to be configured.

The General Ledger records all financial information for a company. Every transaction that occurs is eventually posted to the set of accounts that make up the General Ledger. This set of accounts is called the Chart of Accounts. This lesson examines setting the defaults for the General Ledger. Learn this and more during this lecture.

If you created your company file’s chart of accounts using one of the business types listed in the “Setup” screen of the “Create a New Company” wizard, then you likely have a full chart of accounts for a business. However, you may need to add, delete, or rename accounts in the default chart of accounts. You may also need to enter “opening balances” for the accounts, as well. To add, delete, or rename specific accounts in the default chart of accounts or add opening balances to accounts in Sage 50 Accounting, select “Maintain| Chart of Accounts…” from the Menu Bar to open the “Maintain Chart of Accounts” window. Learn this and more during this lecture.

If there are no transactions in an account and it is not set as a default account for any items, vendors or customers, you can then delete it from the Chart of Accounts. To delete an account in Sage 50 Accounting, select the account to delete from the “Account ID” drop-down and click the “Delete” button in the “Maintain Chart of Accounts” window. Then click “Yes” to confirm the selected account’s deletion. Learn this and more during this lecture.

Sage 50 can record account beginning balances in any period for companies that have no posted transactions. After one or more transactions have been posted, Sage 50 instead records beginning balances as prior period adjustments. To enter beginning balances for accounts in Sage 50 Accounting, select “Maintain| Chart of Accounts…” from the Menu Bar and then click the “Account Beginning Balances” button in the “Maintain Chart of Accounts” window. Learn this and more during this lecture.

Lists in Sage 50 Accounting let you view the records entered into many of the “Maintain” and “Task” windows. The “Maintain” windows, which you can access from the “Maintain” command in the Menu Bar, are windows that let you add, edit, and delete data records used by the program. The “Task” windows, which you can access from the “Tasks” command in the Menu Bar, let you perform different tasks in Sage 50, and they also often use data from the “Maintain” windows. Learn this and more during this lecture.

You can post transactions to the General Journal in Sage 50 Accounting to record transactions not recorded by other journals. You can also use it to enter and edit account reconciliation adjustments. You enter both debits and credits in the “General Journal Entry” window to post a balanced transaction. You must perform “double-entry” and ensure the credit and debit amounts are equal for the entire entry before you can post the transaction. This then affects the account balances in the General Ledger. To open the “General Journal Entry Window" in Sage 50, select “Tasks| General Journal Entry…” from the Menu Bar. Learn this and more during this lecture.

General Ledger Reports show the detail of transactions recorded by various journals by account number. To view the basic General Ledger reports in Sage 50 Accounting, select “Reports & Forms| General Ledger…” from the Menu Bar. Learn this and more during this lecture.

You can create budgets for both of the two open fiscal years, and also for the two years immediately prior to and following the two open fiscal years. To create a budget in Sage 50 Accounting, select “Maintain| Budgets…” from the Menu Bar to open the “Maintain Budgets” window. Then enter a budget name and description into the “Budget Name” and “Description” fields. Use the options in the “Account Filters” section to select the accounts whose budget amounts you wish to edit in the spreadsheet cells. You can then use the “View Fiscal Year” drop-down to select the desired budget year. Learn this and more during this lecture.

In Sage 50 Accounting, you have access to a cash account register that lets you enter transactions that affect cash accounts into a checkbook-like format, if you prefer. To view the cash account register in Sage 50 Accounting, select “Tasks| Account Register…” from the Menu Bar. Then use the “Cash Account” drop-down to select which cash account to use. Then use the “Show transactions for” drop-down to select a date range for which to show transactions in the register. Learn this and more during this lecture.

When you create a new sales tax in Sage 50 Accounting, you use a step-by-step “Set Up Sales Taxes” wizard to help you create the two parts of the sales tax. First, you either select or create the sales tax agencies for whom you collect sales tax within a single sales transaction. Second, you then create the sales tax code you use in sales transactions to collect sales tax for those sales tax agencies. Sales tax agencies are the individual governmental authorities for whom you collect a single sales tax. A sales tax code is a group of one or more sales tax agencies you create and assign within sales transactions to calculate and collect the sales tax for the sales tax code’s associated sales tax agencies. Later, to see how much sales tax has been collected per sales tax agency, you run the “Taxable/Exempt Sales” report. Learn this and more during this lecture.

Sage 50 Accounting automatically collects sales tax for you in the “Sales/Invoicing” window, based on the information you enter. When you fill out an invoice for a customer, you simply need to record the tax code for that customer in the invoice. You also need to make sure you have marked all the taxable items as being taxable in the “Maintain Inventory Items” window. Learn this and more during this lecture.

When it comes time to write the checks to the sales tax agency vendors for the sales taxes you owe in Sage 50 Accounting, you need to find out how much you must pay each one. You can do this by running the “Taxable/Exempt Sales” report. To view the “Taxable/Exempt Sales” report in Sage 50 Accounting to find out how much you must pay to the sales tax agencies, select “Reports & Forms | Accounts Receivable…” from the Menu Bar to open the “Select a Report or Form” window. Learn this and more during this lecture.

Your company’s “Accounts Receivable” account monitors the amounts of goods and services sold to customers. When a transaction posts to Accounts Receivable, Sage 50 first updates the associated journal and then posts the amounts to the General Ledger. The first part of working with the company’s Accounts Receivables was done when the “Customer Defaults” were created after the initial creation of the company file. Within the customer defaults, you set the standard customer terms, invoice aging, and more. Once that is done, you can then turn to adding customers to your customer list. Learn this and more during this lecture.

The customer beginning balances in Sage 50 Accounting are the outstanding customer invoices as of the start date for your company file. The total balance of the Accounts Receivable account in the General Ledger should equal the total amount of all customer beginning balances, assuming no other transactions have been made in the company file. Learn this and more during this lecture.

When you add new vendors in Sage 50 Accounting, their default information matches the settings specified by your “Vendor Defaults,” which you can change, if needed. Then all you need to enter is information unique to each vendor. To add a new vendor in Sage 50 Accounting, select “Maintain| Vendors…” from the Menu Bar to open the “Maintain Vendors” window. Learn this and more during this lecture.

The vendor beginning balances in Sage 50 Accounting are the outstanding vendor bills as of the company file’s start date. The balance of the Accounts Payable account in the general ledger should equal the total amount of all vendor beginning balances, assuming no other transactions have been made. Learn this and more during this lecture.

Sage 50 Accounting’s inventory features track the goods and services your company purchases and sells. As you make inventory-related transactions, Sage 50 posts the information to the General Ledger and adjusts the quantities and costs of the goods, accordingly. Learn this and more during this lecture.

To enter the beginning balances for inventory items in Sage 50 Accounting, select “Maintain| Inventory Items…” from the Menu Bar open the “Maintain Inventory Items” window and then click the “Beginning Balances” arrow on the “General” tab to open the “Inventory Beginning Balances” window. Learn this and more during this lecture.

You can modify the IDs assigned to records within the “Maintain” windows in Sage 50 Accounting. To change a record’s ID in Sage 50 Accounting, open the corresponding “Maintain” window for the selected record type. For example, open the “Maintain Chart of Accounts” window to change an account ID. Learn this and more during this lecture.

To set the default settings for customer statements and invoices in Sage 50 Accounting, select “Maintain| Default Information| Statement/Invoices…” from the Menu Bar to open the “Statement/Invoices Defaults” window. Here you can change these settings before sending customer invoices and statements. In this window, there are two tabs: “Statement Print Options” and “Dunning Messages.” Learn this and more during this lecture.

Quotes, sales orders, proposals, and the sales/invoicing form are all forms used in the process of billing customers and managing your accounts receivable. Each form has a unique purpose in the sales process. This lesson discusses the function of each form within the larger sales process. Learn this and more during this lecture.

To create a quote in Sage 50 Accounting, select “Tasks| Quotes/Sales Orders/Proposals| Quotes…” from the Menu Bar to open the “Quotes” window. Then select the ID of the customer or prospect receiving the quote from the “Customer ID” field. The customer must exist in your customer list to create a quote for them. If you plan on printing the quote, leave the “Quote No.” field blank. If you manually created a quote and are just recording it in Sage 50, enter the quote number you gave to the customer in the “Quote No.” field. Enter the date the quote was created into the “Date” field. Learn this and more during this lecture.

After creating a quote, you can convert it into a sales order, proposal, or a sales invoice in the future if the customer accepts the quote. To convert a quote in Sage 50 Accounting, open the “Quotes” window by selecting “Tasks| Quotes/Sales Orders/Proposals| Quotes…” from the Menu Bar. Learn this and more during this lecture.

The “Sales Orders” window is used to enter amounts of goods or services that the customer agrees to buy, but which are not shipped and invoiced immediately. Remember, entering sales orders does not impact the amounts in the “accounts receivable” general ledger account. Learn this and more during this lecture.

The “Proposals” window lets you create a proposal of goods and/or services for a customer. If the customer accepts the proposal, you can mark the proposal as “Accepted,” so you can transfer its items, as needed, by using the “Sales/Invoicing” window. Proposals also allow for progress, or partial, billing through multiple invoices in the “Sales/Invoicing” window. To open the “Proposals” window in Sage 50 Premium Accounting or higher, select “Tasks| Quotes/Sales Orders/Proposals| Proposals…” from the Menu Bar. Learn this and more during this lecture.

The “Sales/Invoicing” window lets you create customer invoices for items shipped or services provided. Remember that invoices do impact the amount in “accounts receivable.” To open the “Sales/Invoicing” window in Sage 50 Accounting, select “Tasks| Sales/Invoicing…” from the Menu Bar. To create a new invoice, click the “New” button in this window’s toolbar, if needed. Then select the customer for whom to create the invoice from the “Customer ID” drop-down. Enter the invoice’s creation date into the “Invoice date” field and its due date into the “Due date” field. If printing the invoice, leave the “Invoice No” blank, as it is assigned when printed. If not printing it, enter the invoice number into the “Invoice No” field. You can also view or edit the “Customer PO,” “Ship via,” “Ship date,” “Sales rep” and the “Terms.” Learn this and more during this lecture.

There are a few ways to print invoices you have entered in the “Sales/Invoicing” window. If you do not intend to print invoices in Sage 50, but only enter them for accounting purposes, then type the actual invoice number assigned to the invoice into the “Invoice No.” field in the upper-right corner of the form and then save it. You can then receive payments against the invoice in the "Receive Money" window later. Learn this and more during this lecture.

You can issue credit memos to customers for returned merchandise, discounts, and other types of credits. To issue a credit memo to a customer in Sage 50 Accounting, open the “Credit Memos” window by selecting “Tasks| Credit Memos…” from the Menu Bar. Learn this and more during this lecture.

The “Receive Money” window, formerly called the “Receipts” window, is used to enter cash sales and deposits without invoices. It is also used to apply payments to customer invoices. When you select a “Customer ID” in the "Receive Money" window, all the customer’s unpaid invoices appear. You can enter payments for the entire amount due or partial payments. You can also apply credit memos and prepayments to invoices in this window, too. Learn this and more during this lecture.

You may want to assess finance charges on accounts with overdue balances. To apply finance charges in Sage 50 Accounting, select “Tasks| Finance Charge…” from the Menu Bar to open the “Calculate Finance Charges” window. This window lets you select the customer or range of customers to whom to assess finance charges. Select the finance charge assessment date from the “Date” drop-down. Learn this and more during this lecture.

If you chose to use the “Select for Deposit” window to assign “Deposit Ticket ID” values, then you can combine the many customer receipt amounts into a single deposit amount with a single deposit ticket ID in the “Select for Deposit” screen in Sage 50 Accounting. This can greatly reduce the stress of reconciling your bank statement with the multiple receipt amounts individually posted in Sage 50. Learn this and more during this lecture.

The “Purchase Orders” window is used to order inventory items from vendors. You can then receive the items as they are shipped in the “Purchases/Receive Inventory” window. Purchase orders can be edited by adding or removing line items and do not actually affect the amount in the “accounts payable” account until you receive the items ordered. To open the “Purchase Orders” window in Sage 50 Accounting, select “Tasks| Purchase Orders…” from the Menu Bar. To create a new purchase order, if needed, click the “New” button in the window’s toolbar. Learn this and more during this lecture.

In a drop shipment, your vendor ships the items directly to your customer. You still “receive” the bill, but simply indicate that this is a drop shipment when you order the items. To create a drop shipment for a customer in Sage 50, first create and save an invoice for the customer and note the invoice number. Learn this and more during this lecture.

While the “Purchase Orders” task window is geared to creating vendor orders one at a time, the “Select for Purchase Orders” window lets you order inventory from multiple vendors at the same time. To open this screen, choose “Tasks| Select for Purchase Orders…” from the Menu Bar. Learn this and more during this lecture.

The “Purchases/Receive Inventory” window lets you enter purchases from vendors and also enter inventory received from purchase orders. Like the “Sales/Invoicing” screen, there are two tabs into which you can input information: the “Apply to Purchase Order No.” tab and the “Apply to Purchases” tab. To access the “Purchases/Receive Inventory” window in Sage 50 Accounting, select “Tasks| Purchases/Receive Inventory…” from the Menu Bar. Learn this and more during this lecture.

The “Payments” window lets you select and pay individual vendors. To access the “Payments” window in Sage 50 Accounting, select “Tasks| Payments…” from the Menu Bar. You use this window to enter purchases from vendors that do not have an associated bill or to make payments to vendor bills entered into the “Purchases/Receive Inventory” window. Selecting a “Vendor ID” in the “Payments” window shows all unpaid bills from the vendor on the “Apply to Invoices” tab. For unpaid vendor bills, you can choose to pay the entire amount of the vendor bill or make a partial payment. You can also apply prepayments and vendor credit memos in this window. Learn this and more during this lecture.

To pay multiple vendor bills at once in Sage 50 Accounting after entering purchases in the “Purchases/Receive Inventory” window, select “Tasks| Select for Payment…” from the Menu Bar to open the “Select for Payment - Filter Selection” window. You use this window to select the invoice and vendor filter criteria used to select the invoices to pay. Learn this and more during this lecture.

The “Vendor Credit Memo” window in Sage 50 Accounting lets you enter credits from vendors for broken merchandise, vendor discounts, and other types of vendor credits. To enter a vendor credit in Sage 50 Accounting, select “Tasks| Vendor Credit Memos…” from the Menu Bar to open the “Vendor Credit Memos” window. Learn this and more during this lecture.

After creating inventory items of the “Assembly” or “Serialized Assembly” item classes and entering their bill of materials, you can then use the “Build/Unbuild Assemblies” window to build or unbuild the assembly items in Sage 50 Accounting. When you build an assembly, the quantities of the component items are decreased and the quantity on hand of the assembly item is increased. When you unbuild an assembly, the opposite occurs. Once you unbuild an assembly, you can then sell the individual components. Learn this and more during this lecture.

Sometimes, you have to make inventory adjustments so the amount shown in Sage 50 agrees with your physical count. To enter an inventory adjustment in Sage 50 Accounting, select “Tasks| Inventory Adjustments…” from the Menu Bar. You can increase or decrease inventory using this same window. Learn this and more during this lecture.

To recalculate item prices for a range of selected items at once in Sage 50 Accounting, select “Maintain| Item Prices…” from the Menu Bar to open the “Maintain Item Prices - Filter Selection” screen. Then set the desired filters to select the items or range of items for which to adjust the prices. After using the drop-downs to choose for which range of items to adjust the pricing, click “OK” to open the “Maintain Item Prices” window. Learn this and more during this lecture.

Before you can issue a paycheck to an employee, you must have the employee entered into Sage 50. You looked at the process of setting up payroll and entering the employee defaults back in Chapter 2. Now you will learn how to create the individual employee records. To add an employee in Sage 50 Accounting, select “Maintain| Employees/Sales Reps…” from the Menu Bar to open the “Maintain Employees & Sales Reps” window. You use this window to add new employees and edit employee information. If needed, to add a new employee, click the “New” button in the window’s toolbar. Learn this and more during this lecture.

Entering your employees’ beginning balances as of the start date of your company file ensures your payroll reports and W-2s print with the correct figures. You can enter a beginning balance for each employee you had when you started entering information into Sage 50 and edit it at any time. These amounts don’t affect the General Ledger but do affect the year-to-date totals for each payroll field. Therefore, you should enter the beginning balances before posting paychecks. You enter employee beginning balances for the quarters of the year, assuming you started after the first quarter. Then, for the current quarter, you enter the amount for each pay period. Learn this and more during this lecture.

To enter information about job performance evaluations and raise history in Sage 50 Accounting after creating an employee record, select “Maintain| Employees/Sales Reps…” from the Menu Bar to open the “Maintain Employees & Sales Reps” window. Then select the name of the employee for whom to enter this information from the “Employee ID” field in the “Maintain Employees & Sales Reps” window. Then click the “Pay Info” tab in this window. Learn this and more during this lecture.

To pay a group of employees at once in Sage 50 Accounting, select “Tasks| Select for Payroll Entry” from the Menu Bar to open the “Select Employees- Filter Selection” window, which lets you select the employees to pay. To select the pay period ending date for which to include all employee time tickets, select the date from the “Pay End Date” calendar drop-down in the “Include Time Tickets for” section. To select employees to pay by pay frequency, check the checkboxes of the pay frequencies to include within the “Include Pay Frequencies” section. If you want to select employees to pay by pay method, check the checkboxes of the pay methods to include in the “Include Pay Methods” section. Learn this and more during this lecture.

To pay one employee at a time or to enter a handwritten payroll check in Sage 50 Accounting, select “Tasks| Payroll Entry…” from the Menu Bar to open the “Payroll Entry” window. Then select the Employee ID of the employee for whom you are creating the paycheck from the “Employee ID” drop-down. If you plan on printing the check, leave the “Check Number” field blank, as you will assign the check number during the printing routine. If you don’t plan on printing the check or are recording a handwritten paycheck, enter the number of the paycheck that was issued into the “Check Number” field. Learn this and more during this lecture.