• Sage Accounting and Sage 50 inventory items don’t match
• The inventory items in Sage Accounting set to "Stock Items" rather than "Non-Stock"
  • Sage 50 doesn’t understand "Stock Items" in Sage Accounting and they won't download

Look Up Item Type:

1. Identify and look up the Product & Services item with the affected issue in Sage Accounting.
   • Inventory and Services in Sage 50 is called Product & Services in Sage Accounting
2. There are three different Products & Services types in Sage Accounting.
   • Service items
   • Non-Stock items
   • Stock items
3. See the below section for steps for each item type.

Service Items in Sage Accounting:

1. Ensure the Item Code in Sage Accounting matches the Item Number in Sage 50
2. Click Download Transactions again

Stock Items in Sage Accounting:

Option 1:

1. In Sage 50, create a new inventory item.
2. Go to File, Sage Accounting, Upload Items - select the new inventory item to upload.
3. In Sage Accounting, un-allocate any invoices with the problem item number.
4. Adjust the affected invoices to the new inventory item from Sage 50.
5. Delete the old inventory item in Sage Accounting.
6. In an Inventory / Service item, make sure the Revenue and the Expense are mapped accordingly.
7. In an Inventory item in Sage Accounting, ensure that all the inventory expense accounts are set to Cost of Good Sold accounts and they are of the "Non-Stock" type.
   • you will not be able to change the inventory type of the item if there are transactions already posted with the item
   • changing the the Expense account to a 5xxx series in Sage Accounting is all that is needed to have the transaction download into Sage 50

Option 2:

1. In Sage Accounting, go to Products and Services.
2. Find the "Stock Item."
3. Click on Edit.
4. Change the Expense Account to a Cost of Goods Sold Account.
5. When you run the connection wizard.
6. Link a miscellaneous inventory account on the inventory mapping window.

Non Stock Items in Sage Accounting

1. The linked accounts in Sage Accounting for Revenue should use a 4000 series revenue account and the Expense account should be 5000 series.
   
2. Ensure there is a linked Sage 50 account for the Revenue and Expense accounts in the wizard.