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Troubleshooting techniques

This section provides troubleshooting techniques that will help you find and fix entries in your Sage 50 data files. In particular, you will learn how to search for transactions and records quickly and understand the different methods of correcting entries. To obtain a brief overview of those techniques, you may find it useful to watch the video tutorial below. This tutorial was specifically designed for students completing the Sage 50 Practice Set to help you understand and correct entries in Sage 50. An additional video tutorial demonstrating Sage 50 lists is provided on the Using Sage 50 lists page in this Learning Center.

Three troubleshooting techniques are covered in this troubleshooting section as summarized in the Key Topics list below. To view our step-by-step instructions and screen illustrations of a particular technique, just click on that technique link now.

Key Topics

Using the Find Transactions window

The Find Transactions window allows you to search for previously recorded transactions in Sage 50. You can enter as many search criteria you want using the information you have on hand. Note that this window also allows you to drill down to view individual transactions in detail.

Using Sage 50 lists

You can use a range of Sage 50 lists to find transactions and records you want. Please bear in mind that this way of searching is not as direct as using the Find Transactions window as set out above. Nevertheless, those lists are handy if you want to keep track of a company’s inventory, customers, vendors, and employee records. From the Sage 50 lists, you can also drill down to original transaction information and view maintenance records in detail.

Editing a transaction

To be able to edit a transaction in Sage 50 Complete Accounting, you have to first find and display the transaction that you want to change. Note that Sage 50 restricts changes that can be made to certain fields in a window if there are transactions applied to it. For example, you cannot easily change the customer ID in a fully paid sales invoice but we will nevertheless teach you how to do it in Sage 50 using additional steps.

Video tutorial: Troubleshooting techniques

This video from Perdisco demonstrates how to find and correct entries using Sage 50 Complete Accounting. It is specifically designed to assist students completing the Sage 50 Practice Set to find and fix entries in Sage 50.

Note that this video was created using a previous version of the software. If you are using Sage 50 Complete Accounting 2015 or 2017, be aware that although there are a few minor visual changes to the window, the process remains the same so you can still use this video to help you.

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