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Where to find linked accounts in the program

Created on 21 November 2022 | Last modified on 11 December 2024

Summary

List of locations and reports for locating linked accounts in Sage 50 Accounting.

Resolution

NOTE: Make sure the modules aren’t hidden.

Use the wizard to look for the account

Go to Setup, Wizards, Linked Accounts.
Click Next to review all the modules until you locate the linked account.
If you need to delete linked accounts, highlight and select the Backspace on your keyboard.

Manually find the linked accounts

Customer and Vendor Records >>

Go to each Customer and Vendor record.
Open the first Customer / Vendor.
Go to the Options tab.
Customers will have a revenue-linked account and vendors will have an expense-linked account.
Use the by-directional arrow to advance to the next Customer / Vendor.

Payroll Income and Deductions >>

Go to Setup, Settings, Payroll, Linked Accounts, Incomes.
Check the accounts in Principal Bank, Advances & Loans and Vac. Owed.
Use the Linked Accounts column to see the payroll expense accounts.
From the menu on the left, select Linked Accounts, Deductions.
Check the Linked Accounts column for the payable account.
Review the bank account in the Payment Adjustment Account column for Remittance module adjustments.

Payroll Expense Groups >>

Go to Setup, Settings, Payroll, Linked Accounts, Expense Groups.
Select each expense group and view the linked accounts.

Inventory List Report >>

Go to Reports, Lists, Inventory & Services.
Check both boxes for Include inactive items and Include internal Service Activities under Report Options.
On the left side of the Modify Report window, click Report Columns.
Select Custom Report column settings.
Under Column Name, select Asset, Revenue, COGS, and Variance.
Click Add, and OK to view the report.
Look for the linked accounts.

Company Sales Taxes >>

Go to Setup, Settings, Company, Sales Taxes, Taxes.
Verify the accounts in the Acct. to track tax charged on sales column.

Credit cards >>

Go to Setup, Settings, Company, Credit Cards.
Select Used and check the Payable Acct and Expense Acct columns.
Select Accepted and check the Asset Acct and Expense Acct columns.

Bank Reconciliation Setup >>

Go to Company, Chart of Accounts.
Go into the Bank Accounts that are set up for Bank Reconciliation.
Go to the Reconciliations & Deposits tab.
Click the Set Up button.
Look for the linked account.

Customers & Sales (Receivables) module >>

Go to Setup, Settings, Customers & Sales (Receivables), Linked Accounts.
Select Invoices and Receipts and view the linked accounts.
Select Delivery Orders and view the linked accounts.

Vendors & Purchases (Payables) module >>

Go to Setup, Settings, Vendors & Purchases (Payables), Linked Accounts.
Select Invoices and Payments and view the linked accounts.
Select Goods Received Notes and view the linked accounts.

Inventory Records >>

Go to Inventory & Services.
Select Inventory & Services and double-click an inventory item to open it.
Select the Linked tab to see and change the linked accounts if needed.
Use the by-directional arrow to advance to the next inventory item.

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