Sage 50 Accounting Webinar III – Reporting
Duration: 3 Hours
Level: Beginner → Early Intermediate
Format: Live Human Online Webinar with Guided Labs
Software Used: Sage 50 Accounting (Pro Accounting Subscription)
Webinar Schedule (3 Hours)
Session 1: Understanding Sage 50 Reports
How Sage 50 builds reports from transactions
Standard vs detail reports
Date ranges, filters, and report options
Accrual vs cash reporting context
Lab 1:
Navigate the Reports menu
Run standard financial reports
Adjust date ranges and options
Trace report totals back to transactions
Session 2: Core Financial Reports Deep Dive
Profit & Loss (Income Statement)
Balance Sheet
Accounts Receivable and Accounts Payable reports
Using reports together to validate accuracy
Lab 2:
Run and review Profit & Loss and Balance Sheet
Drill into balances for detail
Compare A/R and A/P reports to control accounts
Identify common red flags
Session 3: Customizing and Using Reports for Insight
Filtering and sorting data
Saving and reusing report settings
Exporting reports (PDF, Excel)
Using reports for decision-making and cleanup
Lab 3:
Customize reports for specific questions
Save customized report layouts
Export reports for sharing
Use reports to identify and diagnose issues
Webinar Description
Sage 50 Accounting Webinar III focuses on reporting, helping participants move beyond simply running reports to truly understanding, validating, and using them. This hands-on webinar shows how Sage 50 reports reflect underlying transactions and how to confirm that numbers are accurate and meaningful.
Rather than memorizing report names, participants learn cause-and-effect accounting logic—how invoices, bills, payments, and adjustments shape financial results. The session emphasizes using reports as tools for verification, analysis, and informed decision-making.
All demonstrations and labs are completed using the Sage 50 Accounting Pro Accounting subscription, ensuring a consistent and realistic reporting environment.
By the end of the webinar, attendees will confidently read Sage 50 reports, customize them for clarity, and use them to validate accounting accuracy.
Lab & Exercise Structure
Each lab is:
Instructor-guided with live explanation
Scenario-based and realistic
Focused on understanding and validation
Performed in Sage 50 Accounting Pro
Labs mirror real-world reporting and review scenarios.
Who This Webinar Is For
Sage 50 users running financial reports
Bookkeepers and accounting staff
Business owners reviewing performance
Anyone unsure how to interpret Sage 50 reports
What You’ll Gain
Clear understanding of Sage 50 financial reports
Confidence drilling into report details
Ability to customize and export reports
Skills to identify and troubleshoot reporting issues
Other Sage 50 Accounting Webinars
This webinar builds reporting confidence.
Additional Sage 50 Accounting webinars expand on this foundation by covering:
General ledger and journal entries
Inventory and job costing
Period-end cleanup and closing
Transitioning data for accountants and auditors
Sage 50 Accounting Webinar III turns reports into reliable tools—so decisions are based on trusted numbers, not assumptions.
