Sage Instant Accounts For Dummies E-Book

Jane E. Kelly

• Herausgeber: John Wiley & Sons
• Kategorie: Fachliteratur
• Sprache: Englisch

Seitenzahl: 341

Veröffentlichungsjahr: 2014

Beschreibung

Get to grips with Sage Instant Accounts in simple steps.

This comprehensive guide walks you through every aspect of setting up and using Sage Instant Accounts, from downloading and installing the software to customizing it to your needs. Packed with handy step–by–step instructions (and fully illustrated with screenshots), this book is the easiest way to get the most from Sage Instant Accounts and take control of your business finances.

Learn to:

• Keep track of money in and out and easily view your cash position
• Produce reports on your business performance and profitability
• Store customer information and easily generate quotes, invoices and remittances
• Record and accurately manage your VAT - and submit your VAT return to HMRC online
• Prepare for business audits and your financial year-end

Leseprobe

Sage Instant Accounts For Dummies®

Published by: John Wiley & Sons, Ltd., The Atrium, Southern Gate, Chichester, www.wiley.com

This edition first published 2013

© 2014 John Wiley & Sons, Ltd, Chichester, West Sussex.

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A catalogue record for this book is available from the British Library.

ISBN 978-1-118-84805-0 (pbk), ISBN 978-1-118-84793-0 (ebk), ISBN 978-1-118-84800-5 (ebk)

Printed and bound in Great Britain by Bell & Bain Ltd, Glasgow

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Sage Instant Accounts For Dummies

Visit www.dummies.com/cheatsheet/sageinstantaccountsuk to view this book's cheat sheet.

Table of Contents

Introduction

About This Book

Foolish Assumptions

Icons Used in This Book

Beyond The Book

Where to Go from Here

Part I: Getting Started with Sage Instant Accounts

Chapter 1: Introducing Sage Instant Accounts

Looking at Two Sage Instant Options

Installing the Software

Getting what you need before you get started

Moving to the installation itself

Setting Up with the Active Set-Up Wizard

Finding Out How Easy Sage Is to Use

Burying the accounting jargon

Looking at the screen layout

Introducing process maps

Navigating Around Sage

Exploring the Menu bar

Navigating the Task pane, Links list and Module buttons

Using Wizards

Chapter 2: Creating Your Chart of Accounts and Assigning Nominal Codes

Understanding as Much as You Need to about Accounting

Dabbling in double-entry bookkeeping

Naming your nominals

Preparing reports

Looking at the Structure of Your Chart of Accounts

Checking out the default COA

Identifying Balance Sheet codes

Looking at Profit and Loss codes

Leaving gaps and mirroring codes

Accommodating floating nominals

Editing Your COA

Amending your COA

Creating a new COA

Checking Your COA

Previewing errors

Looking at some common errors

Chapter 3: Setting Up Records

Choosing How to Create Your Records

Getting a quick start using the Record icon

Switching off the process maps

Following the wizards brick by brick

Creating Customer and Supplier Records

Setting customer and supplier defaults

Deleting customer and supplier records

Creating Your Nominal Records

Exploring your nominal records

Renaming existing nominal records

Adding a new nominal record

Looking for a nominal record

Looking around a nominal record

Deleting a nominal code

Recording Your Bank Accounts

Renaming an existing account

Creating new accounts

Deleting a bank record

Getting Your Product Records in Order

Creating a product record

Editing a product record

Deleting a product record

Chapter 4: Recording Your Opening Balances

Timing Your Switch to Sage

Obtaining Your Opening Balances

Entering Opening Balances Using the Wizard

Entering your default date

Entering customer and supplier balances

Reversing the nominal balances in preparation for entering the Trial Balance

Entering the Trial Balance from your accountant

Entering the un-cleared transactions for your bank account

Checking opening balances against the Trial Balance from your accountant

Checking your data

Backing up your data

Manually recording opening balances

Recording opening bank balances manually

Recording nominal opening balances manually

Putting in opening balances for products

Checking Your Opening Balances

Printing an opening Trial Balance

Dealing with errors

Part II: Looking into Day-to-Day Functions

Chapter 5: Processing Your Customer Paperwork

Posting Batch Entry Invoices

Creating Credit Notes

Registering Payments from Your Customers

Matching payments to invoices

Giving credit where due – allocating credit notes

Recording payments on account

Deleting Invoices and Credit Notes

Managing Write offs, Refunds and Returns

Performing Customer Refunds

Chapter 6: Invoicing Your Customers

Deciding on an Invoice Type

Creating Invoices

Putting in the details

Getting to the main attraction

Filling in the order details

Getting down to the footer details

Managing Your Invoice List

Printing

Using Quick Print

Updating

Deleting

Using defaults

Chapter 7: Dealing with Paperwork from Your Suppliers