Sage One For Dummies

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

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

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