BBS MONTHLY BUZZ
A monthly email newsletter from Best Business Strategies
November 2025
In this issue:
●Your Quick Recap of Sage 50 2026
●Shirley’s Favorites-Everything You Need to Know—at a Glance
●Making Changes to Your Database? Don’t Skip This Backup Tip!
●It’s Time to Run Your Sage 50 Year-End Wizard
Sage 50 2026 Recap
Last week, we sent an email about the release of Sage 50 2026. Below is a summary in case you missed it.
What’s New in Sage 50 Pro, Premium, & Quantum 2026
●Payroll Updates (applicable if you have a service plan that includes payroll)
Retirement Super Catch-Up – You can now specify whether employees between the ages of 60 and 63 are eligible to make super catch-up contributions.
Special Fields- Sage has increased the number of Special Fields available from 5 to 15, to support more complex state-specific calculations and custom payroll formulas.
●Banking Improvements
Expanded Banking Integration – The process of connecting to major financial institutions is now more seamless and secure. Sage 50 can now authenticate directly through supported browser windows, ensuring compatibility with banks that prioritize modern security standards. This will unlock access to institutions such as Capital One, First Citizens Bank, Goldman Sachs, J.P. Morgan Access, and BMO. When this feature is activated, each connection will automatically sync with Sage 50, keeping financial records accurate and up to date without manual intervention.
●Resolved Issues for Sage 50 Pro, Premium, & Quantum
We have resolved some webmail installation errors, allowing you to use Microsoft 365 Outlook to send emails from Sage 50 now.
We removed outdated article references from our obsolescence messaging to make it more transparent and more informative.
Previously, locating serial numbers could be difficult. We’ve resolved this by auto-populating the serial number during Sage 50 installation.
We have removed outdated links for the retired Sage One and SBCA integrations.
●AR Automation
This feature enables you to sync your Sage 50 data with an online customer portal, making it easy to share invoices, send payment reminders, and process payments automatically. Customers can view their transaction history and check the status of their invoices, reducing administrative work and improving efficiency.
We were hoping to have more details about AR Automation to share with you by now, but Sage hasn’t released any new details yet. We have heard that you’ll be able to process up to 20 transactions for free.
Please sign up for the FREE Sage 50 University AR Webinar to see this new feature in action.
Shirley’s Favorites
Shirley’s Sage 50 Suggested Resources
I’ve been a Sage 50 Certified Reseller/Consultant for quite a while, and one thing I’ve learned is that the same questions keep popping up. To make things easier for you, I put together a page with all the most important resources in one place. It’s a quick way to find answers and helpful links without searching.
On this page, you’ll find the Sage 50 2026 download, a link to access your customer portal to find your serial number, and much more. You might even want to bookmark it so it’s always handy when you need it!
❗Important Sage 50 Backup Tip
When performing any procedure that affects your Sage 50 database—such as the Year-End Wizard or data verification—it’s critical to run it on your server machine first. Skipping this step and failing to back up on the server can lead to data corruption. For example, open-ended recurring entries may not carry over to the following open periods.
Sage 50 Year End Wizard
Why Do I Need to Close My Year?
Sage 50 allows you to keep 2 years of your company’s information open at once. When you are approaching the end of your second year, Year End Wizard will guide you through closing your first open fiscal and/or payroll year.
Please note that you can close a year at any time; you do not have to wait until year-end!
Not Sure About Completing the Year-End Wizard?
You’re not alone—we’re here to help!
Our team has extensive experience with year-end processes and can make it simple for you.
Purchase the Best Business Strategies Year-End Wizard Service, and we’ll remotely assist you in completing the Year-End Wizard Utility. If requested, we can also restore and rename your closed company so you can continue viewing its data.
Remote assistance or overnight/weekend closing options are available.
Please email Shirley@BestBusinessStrategies.com to schedule your time slot for the Year-End Wizard.