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Thursday, 24 May 2012

Sage One For Dummies by Jane Kelly

Sage One For Dummies explains every aspect of setting up and navigating Sage One, the newest accounting solution for small businesses and sole traders. It includes clear instructions for using Sage One Accounts including setting up customer and supplier records, creating invoices, paying customers and suppliers, bank reconciliation, VAT returns and reporting. It also explains how to use the Cashbook function (if your business is more cash-based) and how to work with your accountant using the Accountant Edition. Packed with step-by-step instructions and fully illustrated with screenshots, this book is the easiest way to get the most from Sage One and take control of your business finances.

Shows readers how to set up, install and navigate using dummy data

Features setting up customer & supplier records

Details how to create invoices for customers and suppliers

Enables the reader to produce their own reports

This is a new title from the fantastic collection of books - for dummies. It is clearly laid out and easy to navigate through with a very clear index and contents pages.

The book starts from the very first step, deciding which version of the package to go with and how to register it before installing and creating your own accounting records. The book takes the user through setting it up correctly and setting up records. It shows you how to enter invoices, record payments, banking and reconcilling, vat returns and reconcilling ledgers.

In all it is a very good book to have beside you when using Sage - however as a former accountant I would add a note of caution. To get the most use out of a Sage accounting package, it needs to be set up correctly and data entered precisely. It is easy to get into difficulty using Sage and it can be a lengthy process (and expensive if you need to get an accountant in) to correct it. Therefore I would recommend getting someone qualified to help you do the initial set up of the accounting records and to show you how to correctly input invoices and payments and to reconcile the bank for the first time.

I received this book through the Amazon Vine Programme.


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  2. I have been using Slickpie( online accounting software for a number of months after moving away from SageOne. It offers and pricing is great. It provides invoice templates and document upload feature. Share and Collaborate, Credit cards and PayPal transactions is easily done with it.