Produktdetaljer
Biographical note
Jane Kelly is a Chartered Management Accountant and Sage trainer. She runs a training company offering support for businesses using Sage accounting packages and is the author of Sage 50 Accounts For Dummies and Bookkeeping For Dummies, UK edition.
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
Introduction 1
Part I: Getting Started with Sage Instant Accounts 5
Chapter 1: Introducing Sage Instant Accounts 7
Chapter 2: Creating Your Chart of Accounts and Assigning Nominal Codes 35
Chapter 3: Setting Up Records 55
Chapter 4: Recording Your Opening Balances 75
Part II: Looking into Day-to-Day Functions 93
Chapter 5: Processing Your Customer Paper work 95
Chapter 6: Invoicing Your Customers 107
Chapter 7: Dealing with Paperwork from Your Suppliers 117
Chapter 8: Recording Your Bank Entries 127
Chapter 9: Maintaining and Correcting Entries 143
Chapter 10: Keeping Track of Your Products 153
Part III: Running Monthly, Quarterly and Annual Routines 163
Chapter 11: Reconciling Your Bank Accounts 165
Chapter 12: Running Your Monthly and Yearly Routines 177
Chapter 13: Running Your VAT Return 191
Part IV: Using Reports 205
Chapter 14: Running Monthly Reports 207
Chapter 15: Tackling the Complicated Stuff 221
Chapter 16: Running Key Reports 235
Part V: The Part of Tens 251
Chapter 17: Ten (Okay, Eleven) Funky Functions 253
Chapter 18: (Not Quite) Ten Wizards to Conjure 257
Appendix: Glossary 263
Index 267
Your complete guide to crunching the numbers with Sage Instant Accounts
Need to get a handle on your business’s finances? Look no further than this complete, hands-on guide to using Sage Instant Accounts to efficiently and effectively keep your books in order. Find out how to get started, produce key reports, easily track your cash position, prepare for business audits and financial year-end and much more!
- Set up and get going — get started by installing and setting up Sage Instant Accounts, including setting up your chart of accounts and recording opening balances
- Managing the day-to-day — dive into day-to-day activities like invoicing, recording bank entries, maintaining correct entries and keeping track of inventory
- Running routines — find out how to run the routines that keep your business on track, including reconciling bank accounts, running monthly and annual routines and running your VAT return
- All about reports — explore Sage Instant Accounts reports, including standard monthly reports and tackling the more complex issues
- The next level — really master Sage Instant Accounts with handy shortcuts and advanced wizards
Open the book and find:
- How to install and set up Sage Instant Accounts
- Information on setting up your chart of accounts
- Help with recording bank entries and invoicing customers
- Tips on reconciling your bank accounts
- How to run monthly and annual routines
- Details on running key reports
- A guide to running your VAT return
- Handy shortcuts and advanced wizards
Produktdetaljer
Biographical note
Jane Kelly is a Chartered Management Accountant and Sage trainer. She runs a training company offering support for businesses using Sage accounting packages and is the author of Sage 50 Accounts For Dummies and Bookkeeping For Dummies, UK edition.