Make bookkeeping a breeze with Sage
Sage 50 Accounts is a tremendously popular resource among accounting professionals, and exciting upgrades in version 22 make it even more useful. This book helps you use get started with installation as well as customisation, and in a short time you'll be running VAT returns and producing reports. Newer features help you store copies on the cloud, access data from anywhere and much more.
Inside...
* Fully updated screenshots
* How to use Sage Drive
* A guide to key buttons
* New ways to access tasks
* Toolbar configuration tips
* Valuable window shortcuts
* How to process paperwork
* Project management help
* Tips on using mobile apps
Autorentext
Jane E. Kelly, ACMA, is a Chartered Management Accountant, a Sage trainer and the author of Bookkeeping For Dummies, 3rd Edition, and Bookkeeping & Accounting All-in-One For Dummies. Her previous edition of Sage 50 Accounts For Dummies was the UK's most popular guide to the software. Jane also creates online training solutions.
Klappentext
- Learn to use Sage Drive and save data on the cloud
- Use mobile applications and make automatic backups
- Share data with your accountant in real time
Make bookkeeping a breeze with Sage
Sage 50 Accounts is a tremendously popular resource among accounting professionals, and exciting upgrades in version 22 make it even more useful. This book helps you use get started with installation as well as customisation, and in a short time you'll be running VAT returns and producing reports. Newer features help you store copies on the cloud, access data from anywhere and much more.
Inside...
- Fully updated screenshots
- How to use Sage Drive
- A guide to key buttons
- New ways to access tasks
- Toolbar configuration tips
- Valuable window shortcuts
- How to process paperwork
- Project management help
- Tips on using mobile apps
Zusammenfassung
Make bookkeeping a breeze with Sage
Sage 50 Accounts is a tremendously popular resource among accounting professionals, and exciting upgrades in version 22 make it even more useful. This book helps you use get started with installation as well as customisation, and in a short time you'll be running VAT returns and producing reports. Newer features help you store copies on the cloud, access data from anywhere and much more.
Inside...
- Fully updated screenshots
- How to use Sage Drive
- A guide to key buttons
- New ways to access tasks
- Toolbar configuration tips
- Valuable window shortcuts
- How to process paperwork
- Project management help
- Tips on using mobile apps
Inhalt
Introduction 1
About This Book 1
Foolish Assumptions 2
Icons Used in This Book 2
Beyond the Book 3
Where to Go from Here 3
Part 1: Getting Started with Sage 50 Accounts 5
Chapter 1: Introducing Sage 50 Accounts 7
Looking at the Varieties of Sage 7
Installing the Software 9
Getting what you need before you get started 9
Moving to the installation 10
Setting Up with the Active Setup Wizard 10
Registering Your Software 16
Finding Out How Easy Sage Is to Use 17
Navigating around Sage 17
Exploring the Menu bar 18
Using Wizards 24
Chapter 2: Creating Your Chart of Accounts and Assigning Nominal Codes 25
Understanding as Much as You Need to about Accounting 26
Dabbling in double-entry bookkeeping 26
Naming your nominals 27
Preparing reports 27
Looking at the Structure of Your COA 28
Checking out the default COA 29
Identifying balance sheet codes 31
Looking at profit and loss codes 33
Leaving gaps and mirroring codes 36
Accommodating floating nominals 36
Editing Your COA 37
Amending your COA 37
Creating a new COA 39
Checking Your COA 42
Previewing errors 42
Looking at some common errors 43
Chapter 3: Setting Up Records 45
Choosing How to Create Your Records 45
Getting a quick start using the New icon 46
Following the wizards brick by brick 46
Creating Customer and Supplier Records 46
Setting customer and supplier defaults 49
Deleting customer and supplier records 51
Having a change of view 51
Creating Your Nominal Records 52
Exploring your nominal records 52
Renaming existing nominal records 54
Adding a new nominal record 54
Looking for a nominal record 55
Looking around a nominal record 57
Deleting a nominal code 58
Recording Your Bank Accounts 59
Renaming an existing account 60
Creating a new account 60
Deleting a bank record 62
Getting Your Product Records in Order 62
Creating a product record 63
Editing a product record 65
Deleting a product record 66
Entering a project record 66
Setting Up Fixed Asset Records 68
Chapter 4: Recording Your Opening Balances 71
Timing Your Switch to Sage 72
Obtaining Your Opening Balances 72
Entering Opening Balances Using the Wizard 74
Entering your default date 75
Entering customer and supplier balances 76
Checking the customer and supplier opening balances 77
Reversing the nominal balances in preparation for entering the trial balance 77
Entering the trial balance from your accountant 78
Entering the uncleared transactions for your bank account 80
Checking opening balances against the trial balance from your accountant 81
Checking your data 81
Backing up your data 81
Manually Entering Information 82
Manually recording opening balances 82
Manually recording opening bank balances 83
Manually recording nominal opening balances 84
Putting in opening balances for products 85
Checking Your Opening Balances 87
Printing an opening trial balance 87
Dealing with errors 87
Part 2: Looking into Day-to-Day Functions 89
Chapter 5: Processing Your Customer Paperwork 91
Posting Batch Entry Invoices 91
Creating Credit Notes 94
Registering Payments from Your Customers 96
Giving credi...