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Working inside Sage 50: what LedgerBPO does
Sage 50 bookkeeping services from LedgerBPO give you a named accountant who works in your own Sage 50 Accounts, Sage 50 Canada or Sage 50 US company data: importing and coding bank feeds, reconciling every bank account, keeping nominal and tax codes tidy, and closing each month so the VAT, GST/HST or sales tax figures your accountant files are right.
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Your subscription, your data
Sage 50 bookkeeping services from LedgerBPO give you a named accountant who works in your own Sage 50 Accounts, Sage 50 Canada or Sage 50 US company data: importing and coding bank feeds, reconciling every bank account, keeping nominal and tax codes tidy, and closing each month so the VAT, GST/HST or sales tax figures your accountant files are right.
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Inside your file
Bank feeds and reconciliations kept current in your own Sage 50 data
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Reconciled on a calendar
Nominal codes, departments, projects and tax codes cleaned and maintained
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Reviewed before you see it
VAT, GST/HST and sales tax workings prepared for the person who files
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A named accountant, a backup and a team lead
Inside your own software, on a fixed close calendar, with a reply from a person within 1 business day. Call +1-657-777-0006 or start a quote.
Get a custom quote 06 / 06
Why businesses on Sage 50 outsource
Sage 50 is a desktop product with a long memory. Whether it is Sage 50 Accounts in the UK, Sage 50 Canada or Sage 50 US, the data carries years of history. Nominal codes nobody dares delete pile up, the suspense account fills with the unexplained, and bank reconciliations lapse because the unpresented list is too long to face.
A dedicated accountant works through your remote data access or hosted desktop and clears the backlog. We reconcile each bank account to a statement, empty suspense and mispostings, correct tax codes before the return, and run the year-end so prior periods stop moving. You keep the license and the data; the difference is a ledger that agrees with the bank.
What we do inside Sage 50
Bank feeds and bank rules
We connect Sage bank feeds where your bank supports them, or import statement files, then match and post each line with bank rules kept narrow enough to trust.
Bank reconciliation, every account
Each bank, credit card and loan account is reconciled to the statement balance monthly in Sage 50's bank reconciliation, with the unpresented items list reviewed and cleared of stale entries.
Nominal ledger, departments and projects
We tidy the nominal or chart of accounts, use departments and projects (jobs in Sage 50 US) for cost tracking, and keep the audit trail readable rather than cluttered with reversals.
Tax codes and returns
UK T-codes, Canadian GST, HST and PST codes and US sales tax are checked on every transaction, and the VAT Return or tax report is reconciled to the control accounts before anyone files.
Supplier invoices and receipt capture
Purchase invoices captured through AutoEntry or Dext are posted with the right nominal and tax code, and supplier payments are matched so the aged creditors report is real.
Month-end and year-end routines
We post accruals, prepayments and depreciation, run the month-end and year-end processes on time, and keep backups and Check Data results logged so the file stays healthy.
Integrations we reconcile
- AutoEntrySupplier invoices and receipts captured and published into Sage 50 with nominal and tax codes.
- DextPurchase documents extracted and posted to Sage 50, then matched to supplier payments.
- StripeInvoice payments and payouts matched, with fees posted so the Stripe balance reconciles.
- PayPalPayPal receipts matched to customer invoices, with fees and transfers reconciled monthly.
- Sage PayrollPayroll journals posted to wages, tax and net pay and tied to the bank debits.
Migration to and from Sage 50
Moving to Sage 50
Businesses still choose Sage 50 for job costing, stock or a long-standing accountant relationship. We set up the chart or nominal structure, departments and tax codes, load opening balances from a reconciled trial balance, enter open customer and supplier items, and connect bank feeds. The first month is posted in parallel with the old records so the opening position is proven.
Moving from Sage 50
Most Sage 50 users who move go to Xero, QuickBooks Online or Sage Intacct. We reconcile the final period and run the year-end where sensible, then export the nominal activity, customer and supplier lists, aged debtors and creditors and fixed assets. Nominal codes are mapped to the new chart, and Sage 50 stays installed read-only until the new system's first close agrees.
Common Sage 50 reconciliation problems we fix
Suspense and mispostings never cleared
Unexplained receipts and payments get posted to suspense or the mispostings account and stay there for years. We trace each entry to a document or customer and move it to the right nominal code.
Bank reconciliation abandoned mid-year
A long list of unpresented items makes the reconcile screen look impossible, so nobody opens it. We work forward month by month, delete or correct stale items and bring the reconciled balance up to the current statement.
Wrong tax codes on purchases
Zero-rated, exempt and outside-the-scope items coded with the standard rate, or the reverse, distort the return. We correct the codes at source and reconcile the tax control accounts before the figures go to your accountant.
Year-end never run
Skipping the year-end routine leaves prior-year transactions open to edits, so the accountant's final figures no longer agree with the file. We run the year-end and lock the period after each set of accounts is finished.
Several copies of the company data
Backups restored on different machines and remote data access conflicts create competing versions. We identify the live copy, re-enter anything only in the others and set one access route for everyone.
Other general ledger platforms
Frequently asked questions
Do you work inside my existing Sage 50 subscription?
Yes. We work in your company data through Remote Data Access, a hosted desktop or a remote session on your machine, using a user you create with the rights you choose. You keep the license, the data and the admin login, and you can change our access at any time.
Can you clean up my Sage 50 file?
Yes. A cleanup clears suspense and mispostings, brings every bank reconciliation up to date, corrects tax codes, tidies the nominal list, reviews aged debtors and creditors and runs Check Data. We then run any outstanding year-ends and lock the periods. Our bookkeeping cleanup service explains the scope and the move to monthly work.
How much do Sage 50 bookkeeping services cost?
Pricing depends on volume and scope, so we send a custom quote within 1 business day. The drivers are the number of bank accounts, monthly transaction volume, how many years of backlog need clearing, and whether purchase invoices, payroll journals or the tax return workings are part of the monthly scope.
Which Sage 50 versions do you support?
Sage 50 Accounts in the UK, sold for a time as Sage 50cloud, Sage 50 Canada, formerly Simply Accounting, and Sage 50 US, formerly Peachtree. The screens differ but the ledger logic is the same, and our accountant is assigned to your version. We also work in Sage Accounting for smaller UK and Canadian businesses.
Do you prepare VAT, GST/HST or sales tax returns from Sage 50?
We prepare the workings, not the filing. We reconcile the tax control accounts, run the VAT Return or tax report and hand the figures to you or your accountant to submit, including MTD submissions in the UK. See our VAT returns and GST/HST pages for the market-specific detail.
Should I move from Sage 50 to Xero or QuickBooks Online?
Only if the desktop model is holding you back. Sage 50 remains a solid ledger for job costing and stock, but bank feeds, receipt capture and remote access are simpler in cloud products. We set out the trade-offs and, if you decide to move, run the conversion through our accounting software setup service.
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