Welcome to the Sage Accountants & Bookkeepers on-demand webcast hub for the latest news, views and product reviews. New recordings will be added regularly so be sure to come back soon.

Sage Products

Presenter: Jaime Rein, CPB, Product Marketing Manager, Sage
Description: Sage 50, Sage 50cloud, Sage 50cloud with O365, Sage Accounting - What are the different Sage products? Which one will work best for your practice? In this session we’ll answer all your questions and clarify the differences between our products to help you make the best decision for your clients. Watch now

Migration series - Best practices on data retention in a digital world

Presenter: Rachel Fisch, CPB, Accountants & Alliances, Sage
Description: What are some best practices for data retention in a digital world? Learn some policies and procedures that you can incorporate into your practice. Watch now

Migration series - How to successfully migrate your data

Presenter: Jaime Rein, CPB, Product Marketing Manager, Sage
Description: In this session you will learn how to move your historical data from Sage 50 to Sage Accounting. Learn which company files can be migrated, how to use the migration tool and where to go if you have questions. Watch now

Migration series - Steps to creating a successful migration plan for your practice

Presenter: Sara Gibb, CPB, Sara’s Bookkeeping Services
Description: Learn how to create a step-by-step migration plan that will help you create checks and balances so you can have repeatable success every time you move to Sage Accounting. Watch now
In this session we’ll introduce you to Sage Intelligence and go over the desktop and cloud versions of the solution. We’ll also walk you through reports and how they work.

Sage Intelligence - Introduction

Presenter: David Ako-Bryant, Intelligence Solutions Specialist, Sage
Description: In this session we’ll introduce you to Sage Intelligence and go over the desktop and cloud versions of the solution. We’ll also walk you through reports and how they work. Watch now
 In this session we take a deeper dive through Sage Intelligence in Sage 50 and Sage 50cloud.

Sage Intelligence - Deep Dive

Presenter: David Ako-Bryant, Intelligence Solutions Specialist, Sage
Description: In this session we take a deeper dive through Sage Intelligence in Sage 50 and Sage 50cloud. Watch now
In this session we’ll introduce you to Sage Intelligence and go over the desktop and cloud versions of the solution. We’ll also walk you through reports and how they work.

Say good-bye to data entry errors and hello to accuracy

Presenter: Bianca Mueller, CPB, Books by Bianca
Description: We have all made data entry mistakes, but we don’t have to anymore! This webcast will show you easy tips and tricks on how you can avoid mistakes using automation. Watch now
 In this session we take a deeper dive through Sage Intelligence in Sage 50 and Sage 50cloud.

Harnessing the new banking features in Sage Business Cloud Accounting

Presenter: Bianca Mueller, CPB, Books by Bianca
Description: Did you know that Sage Business Cloud Accounting has amazing enhancements within the Banking Integration? In this webcast, you will learn how to set up and use the bank rules and batch posting features in Sage Business Cloud Accounting, saving you valuable time. After this webinar you’ll be saying “no” to data entry. Watch now
In this session we’ll introduce you to Sage Intelligence and go over the desktop and cloud versions of the solution. We’ll also walk you through reports and how they work.

The power of Receipt Bank and AutoEntry – Why they are a must in your practice!

Presenter: Bianca Mueller, CPB, Books by Bianca
Description: So now you want to automate, eh? What can Receipt Bank or AutoEntry do for your Practice? In this webcast, you will learn how they work with your Sage products and what are the differences between two. Watch now
 In this session we take a deeper dive through Sage Intelligence in Sage 50 and Sage 50cloud.

Inventory - Let’s start right!

Presenter: Dianne Mueller, CPB, Soma Small Business Solutions
Description: In this webcast, we’ll go through the following in Sage 50:
  • Costing methods
  • Profit methods
  • Pricing
  • Locations and category
  • Linked accounts
  • Adding items
  • Building kits
  • Buying and selling
Watch now
In this session we’ll introduce you to Sage Intelligence and go over the desktop and cloud versions of the solution. We’ll also walk you through reports and how they work.

Inventory Controls & Period-End Procedures

Presenter: Dianne Mueller, CPB, Soma Small Business Solutions
Description: In this webcast, we’ll go through the following in Sage 50:
  • Purchase orders and sales orders
  • Managing Inventory levels and your cash flow
  • New Features
    • Delivery order notes and good received notes
    • Credit and debit notes
  • Report Centre
    • Product analysis
    • Physical inventory
  • Adjusting inventory levels
  • Transferring inventory
Watch now
 In this session we take a deeper dive through Sage Intelligence in Sage 50 and Sage 50cloud.

Tips and Tricks on how to successfully upgrade your Sage 50 Accountant Edition

Presenter: Denesh Sookar, Customer Support Analyst, Sage
Description: Learn tips and tricks prior to and during the upgrade of your Sage 50 Accountant Edition that will set you up for success. Watch now
In this session we’ll introduce you to Sage Intelligence and go over the desktop and cloud versions of the solution. We’ll also walk you through reports and how they work.

Do’s and Don’ts of Bank Reconciliations

Presenter: Denesh Sookar, Customer Support Analyst, Sage
Description: Understand all the do's and don’ts of bank reconciliations in Sage 50 Accountant Edition, and learn how to solve problems when they arise. Watch now
 In this session we take a deeper dive through Sage Intelligence in Sage 50 and Sage 50cloud.

Protect your data. Learn best practices for data back-up and structure.

Presenter: Denesh Sookar, Customer Support Analyst, Sage
Description: Protect your livelihood. Learn how to properly back-up your Sage 50 data, and what is the best data structure to adopt in your practice. Watch now
In this session we’ll introduce you to Sage Intelligence and go over the desktop and cloud versions of the solution. We’ll also walk you through reports and how they work.

Sage Intelligence: Get better insights with Interactive Dashboards

Presenter: David Ako-Bryant, Intelligence Solutions Specialist, Sage
Description: Sage Intelligence is a flexible reporting and analytics solution that's built for accountants and customers using Sage, and is currently available at no additional cost! Join us for this free webinar and learn how these interactive dashboards give you the edge by providing actionable insights to your key financial and sales info.

Key takeaways - These ready-to-use interactive dashboards give you the edge by providing a visual representation of your financial and non-financial information. Better still, you're also able to drill-down into these dashboards to gain even more understanding into what’s going on in your business, down to the details. We will walk you through how to:
  • View and load the interactive dashboard reports
  • Apply filters and parameters to your dashboards
  • Focus on individual items for detailed analysis
  • Drill down on detailed records and transactions
Watch now
Moving is never fun, but moving your data just got easier

Moving is never fun, but moving your data just got easier

Presenter: Michelle Melear, Senior Customer Success Coach, Sage
Description: Learn tips and tricks on how to successfully move your client’s data from Sage 50 to Sage Accounting. In this session you will learn what to do and not do from Sage Accounting expert, Michelle Melear who has helped hundreds of accountants move to Sage Accounting. Watch now
Re-envision your workflow with AutoEntry and Sage

Re-envision your workflow with AutoEntry and Sage

Presenter: Tom Port, VP Sales, AutoEntry and Jaime Rein, CPB, Product Marketing Manager, Sage
Description: From data entry to reconciliation, automate manual processes in Sage 50 and Sage Accounting with AutoEntry. Learn how to easily eliminate the data entry of expenses, invoices or bank statements no matter what Sage solution you are using to service your clients. Watch now
When mistakes are not the end of the world

When mistakes are not the end of the world

Presenter: Jaime Rein, CPB, Product Marketing Manager, Sage
Description: To err is human, but a lot of mistakes can negatively impact your bottom line. Learn how a few clicks in Sage Accounting can correct mass entry errors. Watch now
In this session we’ll introduce you to Sage Intelligence and go over the desktop and cloud versions of the solution. We’ll also walk you through reports and how they work.

What's new with Sage 50?

Presenter: Dianne Mueller, CPB, Soma Small Business Solutions
Description: We scoured the Facebook group, hassled support, talked to product development, came up with a list of the top ten most asked for features and are releasing them in the Sage 50cloud 2020.0 Accountant Edition. In this webcast, we will walk you through each new feature listed below, and show you how to start using them today.
  • 27 pay periods for payroll
  • 53 pay periods for payroll
  • Added pay period start date to cheques and deposit slips
  • Add company email and web site to address
  • Save company logo with the database
  • Add logo to Sales Quotes and Sales Order forms
  • Update inventory price lists filtered by category
  • Hide corrections for Customer Sales Detail report, Vendor Purchase Detail report, Inventory Tracking report, and the Inventory and Services Sales Detail report
  • Allow posting of sales invoices/receipts and purchase invoices/payments into new calendar year, but same fiscal year
  • Copy sales orders/invoices and copy purchase orders and invoices (Premium and Quantum only)
Watch now
When mistakes are not the end of the world

Cut through the confusion: Understand the differences and choices of Sage 50

Presenter: Jaime Rein, CPB, Product Marketing Manager, Sage
Description: Understand the differences between Sage 50, Sage 50cloud, Pro, Premium and Quantum. We will walk through the pricing of each, what support options are included and what is new in the 2020.1 release. Watch now
Working with external data sets

Working with external data sets (Sage Business Cloud Accounting)

Presenter: David Ako-Bryant, Intelligence Solutions Specialist, Sage
Description: Do you want to compare your Sage Business Cloud Accounting data to data from an external source? Instead of manually inputting that data every time, you're able to automatically import the information into a Sage Intelligence report so that you can do the necessary analysis and comparison. In this webcast, we use external data in the form of budgets to demonstrate how you can do this using Sage Intelligence. We'll first download the report, then import the necessary external data and finally, perform a detailed analysis by adding custom calculations. Watch now
Working with external data sets (Sage 50cloud)

Working with external data sets (Sage 50cloud)

Presenter: David Ako-Bryant, Intelligence Solutions Specialist, Sage
Description: Do you want to compare your Sage 50cloud data to data from an external source? Instead of manually inputting that data every time, you're able to automatically import the information into a Sage Intelligence report so that you can do the necessary analysis and comparison. In this webcast, we use external data in the form of budgets to demonstrate how you can do this using Sage Intelligence. We'll first download the report, then import the necessary external data and finally, perform a detailed analysis by adding custom calculations. Watch now
Top 10 tips to create a stress-free year-end payroll

Top 10 tips to create a stress-free year-end payroll

Presenter: Remi Gauthier, Senior Trainer, Sage
Description: Learn the top 10 tips and checklists that will help you get through year-end payroll processing. Understand how to use Sage 50cloud Accountant’s Edition features and reports and how to set yourself up for success into the new year. Watch now
Getting your practice ready for tax season

Getting your practice ready for tax season

Presenter: Rachel Fisch, Product Evangelist, Accountant Solutions, Sage and Remi Gauthier, Product Marketing Manager, Sage
Description: Whether you’re using Sage 50cloud or Sage Business Cloud Accounting, we’ve got you covered this tax season. Join us in this webinar where we’ll cover both product and tax preparation tips to make life easier the next few months. Watch now *Although the dates listed in this article were correct at the time of publication, there have been recent changes due to the Government of Canada's COVID-19 Economic Response Plan. Please visit the Government of Canada's website for the most up-to-date information.
Relax, refresh and recharge

Relax, refresh and recharge

Presenter: Crystal Ready, BMD, CSM, CPB, Ready Books & Consulting
Description: Working from your desk all day? Take a 10 minute break and follow fitness enthusiast Crystal Ready of Ready Books & Consulting through one of two wellness webcasts. She’ll take you through some exercises and techniques you can do right from your desk to relax, refresh and recharge during your busy season.