Sage Accounting Tutorial - Basic Setup - Quick & Easy (SA 2024)
Sage One Accounting Tutorial - basic setup for beginners!
If you want to sign up for Sage then please use this link - https://accounting.sageone.co.za/Sign...
Here is my referral code if you want to add it to Sage R332387
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Find out how you can get a free Sage Consultation here - • Free One on One Sage Accounting Consultat...
Now also known as Sage Business Cloud Accounting!
If you are just starting out with your own business and need to set up your Sage One Accounting software then this is the place to start.
I will be doing a series of tutorials where I will teach you how to do the basic set up, everything relating to customers and invoicing, suppliers and supplier payments, banking, reports and year end procedures.
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Here is what is covered in this video
0:00 - intro
1:00 - how to register for Sage
1:45 how to log into Sage
2:38 - quick overview of Sage
3:15 - basic company settings
3:25 - how to load your basic info
4:35 - how to set up your customer zone
6:04 - how to set up your financial years on Sage
6:31 - how to set up regional settings on Sage
6:36 - customer and suppier settings and how to change from items to accounts
7:34 - Item settings
7:58 - how to set up VAT on Sage
9:11 - how to set up document numbers and messages on Sage
10:41 - invoice and statement layouts on Sage
11:00 - how to load your logo on Sage
11:30 - setting up email signatures on Sage
Topics discussed
Sage One login
Company Settings
Company Details
Company Name
Company Telephone Number
Email
Postal and Physical Address
Customer zone -enable and disable customer zone
Invoice and quotes only
Invoice and Account History
Customer and supplier settings
Protection of Personal Information
VAT settings
Invoice based vs Payment based
Statement messages
Document numbers
Changing invoice numbers
Quotation messages
Invoice messages
Invoice layouts
Branding - uploading your logo
Positioning of logo
Email signatures