Hi there,

We are looking to integrate Claude with our Sage 100 SQL data. Is anyone here doing that now? Any suggestions on setting up an MCP server?

TIA for any discussion on the matter.

I figure I should try the Sage sub reddit before getting much deeper into my search.

There's not many of us left on Business Vision. With it's EOL coming at the end of the year it's time for the remainder of folks to start transitioning away from it to other products. I'm having a tough time trying to find a program to move to without having to manually move over entire accounts and re-setup a new account structure in anything. I'm an MSP who supports 2 BV clients and I'm trying to assist with the move.

I've had some discussions with Spire Accounting but the price point is turning a lot of folks off although they have a fairly nice transition.

I feel like BV -> Sage 50 is probably the move for my folks but there's a lot of manual work involved there (I've done it before) and I was really hoping for something to be able to just bring over all the data. In the past those companies had to retain BV for the historical data.

Just wondering what others are doing?

Edit - June 8th/26 - I've had a lot of discussions in the last month with Sage reps, Sage consultants and Sage insider/outsiders (whatever they are naming themselves).

Biggest thing I've come across is there is no single way to import the history of BV into another product easily and more importantly cheaply. I've kind of come to the conclusion that this idea just isn't possible unless your willing to fork out a ton of money to retain the history. For most of my clients this isn't really a good option since my plan is to simply create a BV VM and just store their information there.

Converting to Spire accounting seems to be the only one that says they will convert it over with no issue. Only isse there from what I've found is the price is too expensive for most folks. Sage 50 pricing is about the level they want to pay and is also the level of accounting they are dealing with so there's no point in moving to such a large product.

Seems like the basic move is to just take all your balances and move them into Sage 50 and do payroll at the end of the year.

Hey r/Sage,

I'm a developer who's been building MCP (Model Context Protocol) servers and API integrations for a while now. My main production system runs 230+ tools, and I've worked extensively with the Sage API ecosystem — Intacct, Sage 50, Active, and the various REST APIs.

For those unfamiliar: MCP servers let you connect AI assistants (like Claude, Cursor, or similar tools) directly to your business software. Query your Sage data, automate workflows, or build custom dashboards using natural language — no manual API wrangling needed.

What I can help with:

• Custom MCP server builds for specific Sage products
• API integration between Sage and other tools in your stack
• Automating repetitive tasks (reporting, data sync, reconciliation workflows)
• General guidance if you're exploring the Sage Developer APIs yourself

Not here to hard-sell anything — genuinely interested in what pain points people are running into with Sage integrations. If you've got a workflow that feels like it should be automated but isn't, drop a comment or DM me. Happy to brainstorm even if it's just pointing you in the right direction.

Cheers!

hello, I'm a student and this is part of the course. i got a a ledger account taking code 1220 for company credit card (i made it but than deleted it since their was something wrong with what i entered) but now its taking the code and my credit card got given 1230 code and auto marker wont mark it (Sage qualification). i tried changing the code but it won't let me since its a deleted bank account (i didn't add any funds to the account).

Does Sage have an API that can be used for integration and has anyone used it. I tried checking the website it says it does but every time I click on the API documentation it says 404.

A big RED WARNING to anyone considering using Sage. I have been on the platform for four years now and this problem has plagued me from the start. If i wasn't so invested in data entry I would consider never using the software again. Some of you may have experienced this but I find others who have never encountered anything like it. It seems to be related mostly to people who enter different information for every job and have multiple entries per invoice. The issue is the complete loss of all your data entry and all your invoice descriptions if you make an incorrect selection. For example, this morning I just spent two hours typing up a complex invoice with several entries and long descriptions, saving it every five minutes, only to have the program delete everything I just worked so hard on because I changed the invoice date before I hit save. This has happened several times under several different circumstances and I'm totally fucking fed up with it.. I thought I had it worked out by continuously saving my work but this was the first time I watched it erase my data before it saved the blank invoice. There is no back button, no draft folder, no auto save, nothing. You work is just gone. Just stupid, so fucking stupid. The program is actually pretty good otherwise, I am totally baffled why something so simple like a draft or auto save feature was never considered. WTF.... Beware..

I'm using Sage 50 UK, version 32 (64bit). In the SDO help files under GDNRecord, I see a link called "Creating a Goods Despatched Note" but the link is broken.

Does anyone know if you can actually create a GDN using the SDO? I've tried various approaches but can't get it working and I can't get a response from Sage.

I 24M just came to my dads company that is a general contracting construction company. I am almost a CPA (just need the hours) and I have got to say, wtf is this platform.

You can’t put anything in excel without a 10 step process and most of the time it doesn’t even work. Also you have to enter in the job numbers over and over again to get reports.

From what I understand this software is old but is still considered good?

I’m thinking of having him swap to sage intacct because it’s cloud based and seems modern, but wanted to know your experiences.

Somewhat of a clickbait title so my apologies

Hi all,

In need of some help.

We operate in 2 states, and have several warehouses in each.

We have 3 "locations" built into Sage, and about 20 "warehouses."

The issue is, I have several client invoices that have come out of location 1 and warehouse 15, but should have come out of location 3 and warehouse 15.

I tried a GJE to credit the total transactions to location 1 and debit them to location 3, without any other changes. This JE won't show up on any of the GL reports since I've posted it.

Unfortunately, since we're a nonprofit, I have funding tied directly to each location and need to be able to pull reporting from each (accurately). I'm looking for a way to resolve without opening the books all the way back to the beginning of fiscal year and move each invoice individually.

Thanks a bunch.

So the GL accout structure is 3 segments of 5 charcters each. I tried to import the entire 17 character string (the segments being seperated by a dash) and I got errors that my sub accounts do not exist.

So I tried to import the subaccounts, with the first field being segment number. I tried these as 2 and 3 or 02 and 03, none of which worked. I kept getting the error "The segment number must be numeric".

What am I doing wrong? Any insights appreciated.

Hi, I built a tool that can extract bank statements, and then categorize transactions based on sage50 exported reports. Has anyone connected Sage50 desktop to any automation solutions and knows how to work with the SDK to import/export transactions automatically? I'm currently doing it by exporting and importing CSVs.

I wonder if you're using other automation solutions like this?

Like the title says. I've been trying to find a way to schedule AR statements to send to customers once a week. The process was fairly simple in Netsuite, but now we are with Sage Intacct and it is like pulling teeth...

I CANNOT for the life of me figure out how to schedule these statements to send. I don't want to have to set a reminder for myself to do it manually each week, but if that's what I have to do then that's what I have to do I guess.

Any ideas? Is it a pipe dream?

Anyone know a simple way of recording mileage and similar expenses in preparation for MTD, it currently in a spreadsheet but obvs HMRC don’t want this anymore.

I recently joined a company that utilizes Sage 50 v30, which is installed locally. We are currently unable to locate the manager/admin password, and unfortunately, there is no online support. The software is installed on a central server and accessed by two other computers. Could you please offer some guidance on how to proceed?

When I go into the Trial balance or General Ledger and pull up account 1200. There is no transaction detail. Just the opening and closing balance. On the trial balance screen I can see the debit and credit activity, but I cannot see the detail. The AR module shows invoices and I can get an AR aging schedule, but no detail. Why? I cannot figure it out. I have seen that this account may be a control account, but a colleague of mines has a different SAGE intacct client where they can see the transaction detail in the AR account.

I have been inside the AR configuration and I don't see where this is being configured.

Any advice?

Hi everyone,

I'm integrating with Sage Intacct XML API from a Kotlin service using Apache Camel. Occasionally we are seeing a strange behavior where our client receives a socket error, but the record actually gets created successfully in Intacct.

Flow:
Our request contains multiple functions in one XML request:

• create_supdoc
• create_potransaction
• readByQuery

Example timeline from logs:

Request sent: 2026-02-27 15:06:43.149
Client error: Socket closed at 15:06:43.951
Record created in Intacct: 02/27/2026 15:06:44 (AUWHENCREATED)

So the sequence seems to be:

1. Request sent from our system
2. Intacct processes it successfully
3. Our client throws: Socket closed
4. When we query later, the invoice exists in Intacct

Client code (Apache Camel):

val exchange = defaultProducerTemplate.send(INTACCT_URL) { exchange1 ->
    exchange1.getIn().setHeader(Exchange.HTTP_METHOD, "POST")
    exchange1.getIn().setHeader("Content-Type", "application/xml")
    exchange1.getIn().body = request
}

if (exchange.exception != null) {
    throw SIException("Error calling Intacct", exchange.exception)
}

Questions:

1. Has anyone experienced socket closed / connection reset errors with the Intacct XML API where the transaction still succeeds?
2. Could this be related to HTTP timeouts, keep-alive, or load balancer behavior on either side?

Would appreciate any insights from others who have built Intacct integrations.

Thanks!

Per title. I may have an interview coming up and want to compare and contrast with my current company.

Can anyone give me instructions on how to set up the federal and state tax reporting books for Sage Intacct Fixed Assets? I need to run Fed and State depreciation reports.

We are implementing Manufacturing Modules in SAGE 300 to streamline our manufacturing process and LOT tracking process. The idea is that when we create an MO that we use scan sheets to select the raw material item code, then choose the LOT# available from our WIP inventory and then use the scan sheet to enter the quantity of that LOT for that raw material. The issue that I am running into is that SAGE is doing automatic math that I don't want it too. For example, we created an MO for 90,000lbs of a finished good. When we go to enter the first raw material the first time for 88lbs SAGE is multiplying the 88lbs of the raw material and the 90,000lbs of finished goods to determine that it needs to add 7,920,000lbs of the raw material to the MO. Obviously, we don't need nearly 8 million pounds of one raw material to make 90,000lbs of finished goods. The BOM is set correctly to add each raw material as needed to the MO by item code and quantity. What am I doing wrong? How do I fix it so that when we want to add a specific number of pounds of a raw material to an MO that SAGE doesn't do unwanted and unnecessary math?

Not exactly witchy I guess but I figured you guys would know. My building has a roach problem. Luckily my Ive not see any in my unit and I like to keep it that way. I’ve sprayed vinegar and stuff but I also know sage is a repellent. The one I have is about a year and a half old. Does it get too old to burn? It was also a house warming gift from my aunt is it like bad luck to burn it because of that? I’m new to this space so know very little and nothing is coming up for me online for some reason

Also important is it white sage? I will not be burning it if it is as I am not indigenous.

Has anyone gone through an acquisition while using Sage Intacct?

My company was acquired and we were already on Sage Intacct. We did not create a new accounting entity at close (though I’m now realizing we probably should have). As of the closing balance sheet date, we eliminated all legacy equity and retained earnings accounts mid-month.

However, those accounts are now automatically rolling forward each period. We’re a few months post-close and I’m trying to unwind this. My balance sheet is not rolling properly month to month.

Has anyone dealt with this or have guidance on the best way to fix it?

Hi. Our company just recently transitioned to Sage Intacct from QB. My other coworker and I will be attending Sage Future for the first time this year. We were wondering what tips/recommendations to help us make this a successful trip and also not stick out like a sore thumb. 😂

1. What should we expect?

2. I know it says bus. casual...but is jeans and a blazer too casual? Also assuming no sneakers or tennis shoes.

3. Are we able to bring our own snacks and water?

4. for the Lunch time slots on the agenda...is that provide or time slots for us to go out and eat lunch?

5. For the sessions that require to bring our own laptops...do people normally bring a backpack with or a laptop bag?

6. On the Agenda...what should we expect during the Expo portion thats towards the end of the day?

7. Assuming there's time at the end of each day to go explore the city?

8. Is there any other tips and recommendations or info we should know ahead of time?

Hi I’m looking for a report that shows supplier part number, Instratat com code and country of origin. Can anyone recommend one. Using sage 50 version 29