Book description
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
Table of contents
-
- Introduction
-
Part I: Getting Started with Sage Instant Accounts
- Chapter 1: Introducing Sage Instant Accounts
- Chapter 2: Creating Your Chart of Accounts and Assigning Nominal Codes
- Chapter 3: Setting Up Records
-
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
-
Part II: Looking into Day-to-Day Functions
- Chapter 5: Processing Your Customer Paperwork
- Chapter 6: Invoicing Your Customers
- Chapter 7: Dealing with Paperwork from Your Suppliers
- Chapter 8: Recording Your Bank Entries
- Chapter 9: Maintaining and Correcting Entries
- Chapter 10: Keeping Track of Your Products
-
Part III: Running Monthly, Quarterly and Annual Routines
- Chapter 11: Reconciling Your Bank Accounts
- Chapter 12: Running Your Monthly and Yearly Routines
- Chapter 13: Running Your VAT Return
- Part IV: Using Reports
-
Part V: The Part of Tens
-
Chapter 17: Ten (Okay, Eleven) Funky Functions
- Browsing for Help with F1
- Calculating Stuff with F2
- Accessing an Edit Item Line for Invoicing with F3
- Finding Multiple Functions at F4
- Calculating Currency or Checking Spelling with F5
- Copying with F6
- Inserting a Line with F7
- Deleting a Line with F8
- Calculating Net Amounts with F9
- Launching Windows with F11
- Opening Report Designer with F12
-
Chapter 18: (Not Quite) Ten Wizards to Conjure
- Creating a New Customer Account
- Setting up a New Supplier
- Initiating a New Nominal Account
- Creating a New Bank Account
- Launching a New Product (For Sage Instant Accounts Plus Only)
- Helping Out at Month-End: Opening/Closing Stock (For Sage Instant Accounts Plus Users Only)
- Saving Time: Global Changes
- Keeping Others in the Loop: Accountant Link
-
Chapter 17: Ten (Okay, Eleven) Funky Functions
- Appendix: Glossary
- About the Author
- Cheat Sheet
- More Dummies Products
Product information
- Title: Sage Instant Accounts For Dummies
- Author(s):
- Release date: June 2014
- Publisher(s): For Dummies
- ISBN: 9781118848050
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