Please read the overview article before completing these steps: Sage 50cloud Accounts: Overview.
Within the accounting integration, nominal codes are synced to Commusoft. Please read and check the nominal codes are set up correctly. If they are not set up correctly, click here to learn how to rectify the problem.
Locating nominal codes in Sage Line 50/Instant
- Within Sage, locate 'Chart of accounts' - this is a list of nominal codes you use within Sage.
- Find the codes you want to link with Commusoft, click through the list and copy the code (4 digit number).
How do I link a new nominal code? (If the code does not exist in Commusoft)
1. Go to system settings > Nominal accounts
2. Add a Nominal Account > Fill the required details out in the side panel
- 'Nominal account type' - select the required type from the dropdown
- 'Description' - copy/paste the display name from Sage 50 Cloud Accounting
- 'Third-party accounting code' - select the Sage 50 Cloud Accounting Nominal Code from the dropdown box.
3. Paste the relevant nominal code into the Third-party accounting code field > Save
How do I link an existing Nominal Code? (If the code does exist in Commusoft)
1. Go to system settings > Nominal accounts
2. Click 'Edit' on the right for the nominal group you wish to amend > Edit description if required.
3. Paste the relevant nominal code into the Third-party accounting code field > Save