Sage Accounting Tutorial - Basic Setup - Quick & Easy (SA 2024)

Sage One Accounting Tutorial - basic setup for beginners!

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.

So please subscribe to our channel and then you will receive all the latest updates!

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

[IfeoluwaAderibigbe]

wow' this is so explanatory, thanks sir.

[thatomatseba]

Thanks for the Sage introduction. If I was doing books for multiple companies, would I need multiple sage accounts each for a certain client?

[LeonieRousseau-vn]

Good day, where can I find a tutorial video on how to link actual items and pricing with individual price lists? Thanks

[adeleerasmus]

Thanks for your videos. Where can I find a video on specifically Vat processing on Sage Business Accounting where you interlink with SARS please? Thks

[Graceland-]

Thank you for this tutorial vide on the basic. I just wanna ask how do I change the font size, did I maybe miss it in the video ?

[mugagaliismail]

I have been trading for almost 2 years . No bookkeeping or any accounting. I guess l didn't take it seriously. But now l released. I need it. Please advise the best way forward. I only have bank statements to work from.

[thatochokoe]

After registering like this can I use the sage software or is it strictly online?

[Btr_]

If, when doing company year ends, and rolling over to a new year... and the current year ends was saved over previous... can ypu use system restore in laptop or other ways to go back in history and redo?

[davidwhite]

Morning, thank you for the info provided. How would one add a non stock item, sample stock onto sage one, have been invoiced for it so must be captured, but not as a stock item

[bwhtmxl]

Good morning. If using items in Sage, how do I set info to have 0.50 (specially when billing out for hours?)

[mbusodubazane]

How to delete or replace physical line item with service line item?

[gcobisahermaans]

Are there courses I can take on Sage Accounting?

[meesuamonday]

Can Sage Cloud Accounting Software be used by contractor?

[rosekamboj]

Can anyone tell me how to get certified with sage?

[thandibanda]

I have set up a new company and my tax is not showing on the invoice . what did i miss?

[rustyrussel]

Is this english what this guy is trying to speek??