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Sage One For Dummies

Sage One For Dummies

Jane Kelly

ISBN: 978-1-119-95376-0 November 2011 384 Pages




Get to grips with Sage One in simple steps.

Sage One For Dummies explains every aspect of setting up and navigating Sage One, the newest accounting solution for small businesses and sole traders. It includes clear instructions for using Sage One Accounts including setting up customer and supplier records, creating invoices, paying customers and suppliers, bank reconciliation, VAT returns and reporting. It also explains how to use the Cashbook function (if your business is more cash-based) and how to work with your accountant using the Accountant Edition. Packed with step-by-step instructions and fully illustrated with screenshots, this book is the easiest way to get the most from Sage One and take control of your business finances.

  • Shows readers how to set up, install and navigate using dummy data
  • Features setting up customer & supplier records
  • Details how to create invoices for customers and suppliers
  • Enables the reader to produce their own reports
Introduction 1

Part I: Setting Up and Registering Sage One 7

Chapter 1: Introducing Sage One 9

Chapter 2: Sorting Out Your Settings 29

Chapter 3: Keeping in Contact: Setting up Your Records 43

Chapter 4: Recording Your Opening Balances 57

Part II: Using Sage One Accounts 73

Chapter 5: Entering Invoices for Customers and Suppliers 75

Chapter 6: Recording Payments from Customers and to Suppliers 93

Chapter 7: Banking on Your Bank Accounts 109

Chapter 8: Running Your VAT Return 135

Chapter 9: Preparing Reports 145

Part III: Introducing Sage One Cashbook 153

Chapter 10: Setting Up Your Sage One Cashbook 155

Chapter 11: Entering Data into Your Cashbook 165

Part IV: Working with an Accountant 195

Chapter 12: When the Going Gets Tough: Calling an Accountant 197

Chapter 13: Collaborating with Sage One Accountant Edition 207

Part V: The Part of Tens 215

Chapter 14: Ten Top Troubleshooting Tips 217

Chapter 15: Ten Ways to Run Your Accounts System Effectively 221

Appendix: Glossary 227

Index 231