Sage Business Cloud Accounting & Bookkeeping Course

Sage Cloud Accounting records stock, customer quotes, supplier data, purchases, invoices, and expenses from an Excel sheet, including prices with and without vat.

Learn to create and manage inventory categories in Sage Cloud accounting, organizing hardware stock into building and electrical categories, and prepare for creating item codes in the next section.

Create inventory item codes by stock and supplier initials; input descriptions, categories, and physical items; set opening costs and selling prices with VAT to calculate gross profit.

Create supplier categories in Sage Business Cloud Accounting to organize data, enabling purchases by supplier and clean export to Excel for analytics.

Create and manage supplier purchase orders in Sage Cloud Accounting, selecting suppliers, entering order numbers, listing items and quantities, and saving, printing, or emailing the orders.

Learn how to create and customize supplier invoices in Sage Cloud accounting, link invoices to purchase orders, track due dates and payment status, and preview invoices.

Record a supplier return by linking it to the original invoice and issuing a supplier credit note for the returned quantity.

Create custom customer categories in Sage to organize data for clean, decision-ready insights, using examples like building material and electrical. This section demonstrates adding categories and viewing them under customers.

Learn to add customers in Sage Cloud Accounting by entering name, category, balance, contacts, sales reps, and tax settings, enable email statements, save entries, and view the customer list.

Create customer quotes in Sage Cloud Accounting by selecting a customer, adding items, quantities, and prices, and saving or sending the quote via print or email.

Learn to create customer invoices by selecting a customer, linking a quote, entering a reference, and saving the invoice, while adjusting inventory to maintain accurate on-hand quantities.

Learn to access customer reports in Sage Business Cloud Accounting, view listings in detail or summary, and generate email statements, invoices, and quotes for effective customer management.

Access supplier reports in Sage Cloud accounting to view supplier listings, by category, and invoices linked to purchase orders. Generate supplier balances outstanding and supplier statements to track payables.

Learn to access supplier reports in Sage Business Cloud Accounting, view supplier transactions, generate supplier statements, and review invoices, purchase orders, and outstanding balances with Excel data.

Explore Sage Cloud Accounting inventory reports, including item listing with average cost, selling prices, gross profit, and on-hand quantities, plus item movement, valuation, and price list insights by category.

Set up your bank in the Sage business cloud accounting & bookkeeping course to record receipts and payments, add a bank or credit card, and import bank statements.

Allocate receipts to the correct customers in Sage business cloud accounting, review bank transactions, record them to the appropriate accounts, and verify vat handling.

Review how to verify customer payments by checking the customer transactions report, confirming debits and credits, and ensuring customer balances show paid, with funds reflected in the bank.

Learn to record supplier payments by importing bank accounts, allocating unallocated transactions to suppliers, and marking and reviewing payments before finalizing the bank balance.

Verify supplier payments by reviewing supplier transactions and refunds, confirm all suppliers are paid, and understand how these banking entries fit into cash recording.

Create supplier categories and suppliers, then record operating expenses such as accounting fees, advertising, electricity in water, and computer expenses, and reconcile invoices to payments.

Learn how to create an account in Sage Cloud Accounting, choose between expense and income accounts, name entries like consulting fees, save, and locate the new account.

Record payments for business expenses by importing bank statements, marking transactions to proper accounts like accounting fees, electricity, water, computers, and advertising, and reconciling balances to correct errors.

Learn to correct misposted payments by moving a debit from the wrong advertising expense to the supplier account, using a suspense account to balance the entry.

Identify and correct payments wrongly debited to expense accounts by crediting the suspense account and debiting supplier accounts via supplier adjustments, ensuring proper double-entry.

Learn to calculate VAT payable and refunds using Excel and Sage Cloud Accounting data by exporting invoices and comparing input and output VAT for compliance.

Learn to calculate VAT returns in Sage Cloud Accounting by selecting the VAT period ended and submission date, then view VAT reports showing standard rate output VAT and input VAT.

Learn to generate trial balance report in Sage, select monthly or yearly views, export to Excel or PDF, and interpret revenue, cost of sales, expenses, assets, and liabilities for management.

Learn how to generate a monthly profit and loss statement for February for Upton Hardaway, review total sales, gross profit, expenses, and compute net profit or loss.

Generate the balance sheet from the reports area, showing the statement of financial position with current assets such as bank balance and current liabilities including payables.

Explore the cash flow report in Sage Cloud Accounting, review cash movement and inflows and outflows by bank account. Understand how vat and financial statements support bookkeeping and accountant workflows.

Learn to record roofing timber sales and purchases with end-of-month payments, creating trade receivables and trade payables, and updating invoices, inventory, and the balance sheet.

Record the owner's contribution by injecting capital into the company bank account and posting to the owner's equity. Import the bank statement, review, and save changes.

Learn how to record a vehicle purchase as a fixed asset in Sage Business Cloud Accounting, including creating supplier ABC Motors and handling VAT exemption.

Record a payment to ABC Motors for a vehicle in banking, review the amount, save changes, and review bank balance, cash flow, and profit and loss and balance sheet updates.

Learn how to allocate receipts to customers and payments to suppliers in Sage Business Cloud Accounting, link invoices, reconcile payables and receivables, and verify your dashboard for insights.