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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

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