Sage One For Dummies

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

Auteur
Jane Kelly is a Chartered Management Accountant, Sage Trainer and the author of Sage 50 Accounts For Dummies.

Texte du rabat
The quick, easy way to master Sage One and your business finances Sage One For Dummies is your total guide to setting up, navigating and getting the most out of Sage One. Packed with step-by-step instructions, screenshots and examples, this handy guide makes mastering all of Sage One's features a breeze.

• Choose the best version for you get the lowdown on the various Sage One options Sage One Accounts, Sage One Cashbook and Sage One Accountant Edition

• Get started in minutes following crystal clear, step-by-step instructions, set up and register Sage One, create your first accounts and start entering data

• Build your Sage One skills, one exercise at a time practise working with all the features of Sage One with sample data

• Perform routine accounting tasks with ease prepare professional sales invoices in minutes, enter purchase invoices and bank transactions, run a Profit & Loss report and balance sheet and much more

• Keep the bureaucrats happy generate all the records, documents, forms and reports you need for your bank manager and HM Revenue and Customs

Open the book and find:

• How to create customer and supplier records

• Tips on preparing purchase and sales invoices

• Ways to pay customers and suppliers

• The lowdown on bank reconciliation

• Advice on preparing VAT returns

• Strategies for managing cash flow

• Useful shortcuts on producing reports

Learn to:

• Set up, install and navigate using practice data

• Create invoices for customers and enter purchase orders

• Produce your own reports

• Navigate the Cashbook and Accountant Edition functions

Résumé
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

Contenu

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