Help: Sage Advice Needed..
System
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I have finally got around to getting my own book-keeping up to date (hoorah!) but I am struggling with a few things I want to do on Sage..
1) All my clients pay me by standing order in advance so most of them have credit balances on the sales ledger. One of those clients has a £200 balance which she wants to transfer to her husbands account with me. How do I do that?
2) I am gradually transferring my clients from my sole-trader business to my limited company business. I have two company records set up on Sage, 'Me' and 'Me Ltd'. I want to transfer ledger balances on 'Me' to the 'Me Ltd' records. I am happy with posting the opening balances on 'Me Ltd' but I am not sure how to get them out of 'Me'. Basically, I want to debit the individual customer account and credit drawings. How do I do that?
Not sure if I have explained that very well?!
Any help is much appreciated.
1) All my clients pay me by standing order in advance so most of them have credit balances on the sales ledger. One of those clients has a £200 balance which she wants to transfer to her husbands account with me. How do I do that?
2) I am gradually transferring my clients from my sole-trader business to my limited company business. I have two company records set up on Sage, 'Me' and 'Me Ltd'. I want to transfer ledger balances on 'Me' to the 'Me Ltd' records. I am happy with posting the opening balances on 'Me Ltd' but I am not sure how to get them out of 'Me'. Basically, I want to debit the individual customer account and credit drawings. How do I do that?
Not sure if I have explained that very well?!
Any help is much appreciated.
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Comments
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Re:Help: Sage Advice Needed..
No worries - got it figured!!
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