Chapter 3
Setting Up Records
In This Chapter
Choosing a quick start or step by step
Setting up records for customers and suppliers
Registering your bank accounts
Accounting for your products
After you install your Sage software, you quickly realise that the hard work is only just beginning! You now have to create the records necessary to operate your accounting system, including those for your customers and suppliers and your existing bank accounts. Depending on your business, you may also need to set up stock records. This chapter tells you how.
Choosing How to Create Your Records
Setting up records may seem a daunting task, but Sage provides at least two ways of doing things: a quick way, using the Record icon within the relevant module and the step-by-step way, which involves using the wizards. If you like the belt and braces approach, choose the wizards, as they help you complete each section of the record thoroughly. However, if you’re a bit of a speed freak and want to get on with things as quickly as possible, and don’t mind leaving a few less important data fields blank ...
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