When you open Sage Instant Accounts for the first time, once you enter the serial number and activation key, the Active Setup wizard appears. This takes you through creating the data files for your company, and entering some basic information about your business, including: After setting up your basic accounts information, you're ready to set up any of the additional Sage Accounts features or services that you're entitled to. Sage Drive gives you the freedom to work with your Sage Accounts data whenever and wherever you want; at home, in another office or even on the go via your smartphone or tablet. You, your colleagues and even your accountant can work with the same live data from different locations. In addition if you currently have Sage Instant Accounts v20 (2014), your software will soon be unsupported (price wise this means you’ll have no (cheaper) upgrade option and will have to buy the product outright again). Your nominal ledger is based on the business type you select in the Active Setup wizard. If required, you can easily rename nominal codes and create new ones. If you do this, you must also ensure your new code is correctly defined in the chart of accounts. Read more >>

Changes for Sage Instant Accounts | Edinburgh, Dunfermline Big Changes for Sage Instant Accounts | Edinburgh, Dunfermline

You should always create bank records from within the Bank accounts module. If you create a bank record from within Nominal codes instead, it doesn't initially appear within Bank accounts. The transactions you enter in Sage Instant Accounts are held in records called nominal codes. These records represent all types of income, expenditure, assets and liabilities for the business and are known collectively as the nominal ledger. To view your nominal codes: Although this may have worked previously, the two are not tested or compatible, so issues like this can and often do arise.More information about your upgrade options here *** One-off perpetual licences for Sage Instant Accounts only available until Sunday 30th April 2017 *** Your options would be to either upgrade your Sage 50 Accounts program to a compatible version, or use SMTP settings. Thomson Cooper is authorised and regulated by the Financial Conduct Authority for financial advice and consumer credit activities.

Sage Instant Accounts and Sage 50 Accounts Legacy software - Sage Instant Accounts and Sage 50 Accounts

Opening balances represent the financial position of your business on the day before you start using Sage Accounts. Whether you're just starting up, or moving from another accounting system, you're likely to have opening balances for at least some nominal codes.

SageDrive for one connected user as standard (access to your data anytime of the day, anywhere in the world) For further information on software support for Sage Instant Accounts and Sage 50 Accounts, please refer to our software lifecycle policy. Interested in upgrading your software?

Sage Instant Accounts Sage Instant Accounts

After you install your new Sage Instant Accounts, you're ready to set up your company and start entering your accounts information.If you don't have your opening balances to hand, you can start processing in Sage Accounts and enter them later. It's important to enter these balances at some point so that Sage Accounts gives a true picture of your financial position. Read more >> It sounds as though you have set up the SMTP settings correctly, but we have seen a known issue when using Gmail or Yahoo in which this error can occur. A bank account is a nominal code that's defined in the chart of accounts as a bank account. It appears in both the Nominal codes module, and the Bank accounts module. There are several default bank accounts and if required you can rename these or create new ones. Looking for a Sage Instant Accounts upgrade?** Sage 50 Account Essentials is the NEW name for Sage Instant Accounts This is a blank company which you can use to practice routines and tasks without affecting your live company data. It's the ideal place to test how a feature works or analyse the effect of posting different transaction types. You can save and reopen it as needed, and you can discard your practice work at any time and start again. Read more >> Demonstration Data

Sage Instant Accounts (free version) download for PC - FreeDownloadManager Sage Instant Accounts (free version) download for PC -

Once you enter all of your opening balances, the suspense account nominal code should have a zero balance. A balance on this account indicates a mistake in your opening balance entries.

As you process in Sage Accounts, transactions are constantly saved to your accounts data. This means you can close and re-open Sage Accounts without losing anything you enter. Your software is an investment to your business, and spending time to understand it provides you with long-term benefits. Bank accounts > New/edit drop-down > New > A/C Ref > enter the nominal code > press the TAB key > when prompted to convert it to a bank account > Yes. You can create a username for anyone else who needs to access your data. The advantage of this is that you can restrict the options the person has access to in the software. You can also see which transactions were posted by each user.