
I am using the UK Advanced with the payroll version of Sage Online.
You do not need to have a Sage account as you can learn from this course. However if you do want I have a video on how to register for a trial account, and you need to use your own email address and other details.
The general website for Sage is sage.com, choose product and trial product.
All data used in the course is for illustrative purposes only.
In 2023, the Dashboard will now look as per the attached, but after checking, all functions will remain the same.
A case study is attached in the next section, this is to guide you through the course.
In this video, you will learn about the navigation panel of Sage.
In 2023, the Dashboard now looks as per the attached, but after checking, all functions remained the same.
Learn how to set up your business in Sage, access the business settings, and update your business preferences, including address, post code, and business type, in the business section.
Learn how to set transaction and pricing options in Sage Accounting Online, automating invoice due dates (30/60/90/120 days) and account codes, while configuring products, services, rates, and balance sheet presentation.
Learn to add a logo and change templates in Sage settings by using the document settings templates and logo options, review and adjust placement, then save.
Update email templates to automate customer notifications for overdue payments and tailor reply-to addresses, copies, and attachments in document settings. Explore templates like credit notes, quotes, and statements; save changes.
Set statement settings for customers and suppliers, choosing to show all activity or ending balances. Adjust future dated invoices versus due date filtering and save changes.
Learn to manage the chart of accounts in Sage accounting online, including creating and renaming accounts, importing and exporting CAC files, and organizing codes by category like overheads.
Learn to amend your accounting period by setting the year end and lockdown date in settings, financial settings, accounting dates and VAT, to prevent changes after submission.
Enable the Construction Industry Scheme option in financial settings when subcontracting, register contractor or subcontractor details with HMRC, and provide pay and deduction rate references for accurate monthly filings.
Learn how to create products and services in Sage, manage categories, and import items from Excel, including stock and non-stock items, VAT handling, opening balances, and reorder levels.
In this tutorial, I will use demo information as below:
Mr Gregory Macdonald (our new customer) has asked to organize a birthday party celebration with 20 guests at his home in Manchester. Address for billing and for delivery of the services is 2a Bridge Lane, Manchester, SK7 3AW. If you need to contact about this event, telephone Gregory on 0800 5516611 or email gmcdonald@bridge.uk.
We need to send first a sales quote to confirm the amount and conditions. The information will be the same as per the invoice, see below:
Billing information:
20 guests - Birthday services plus Value added tax
We also add £500 as a refundable secure deposit, without VAT.
Description:
50th Birthday Party celebration 20 guests on 27.02.2022
Payment terms - 50% deposit to be paid by 31.01.2022 and final by 28.02.2022. Make a note of the quote.
The quote should expire within 5 working days. Send the quote by post and save it as "sent" on a system.
Learn to use tracking and categories in sales invoices to allocate by department and location. Create departments and projects, then analyze sales by department in the reporting section.
In this tutorial, the below demo example is used:
Mr Gregory Macdonald purchased below on 05.01.2022:
Anniversary and Dinosaur theme party kit. We offer a 5% discount as he is a loyal customer. The payment is due within 30 days.
In this tutorial, the demo example is based on
Sale to Rubik World on 10.01.2022 with 30 days payment terms consists of:
Wedding must-haves x 5
Anniversary surprise party x 5
VAT exempt as it is outside of the UK sale.
The customer would like an invoice in US dollars.
Rubik World details:
Rubik World LLC
In this tutorial, we use a purchase invoice as attached.
In this tutorial, we use a purchase invoice as attached.
Add a new bank account in the settings by creating a natural account in the chart of accounts, assigning it to the bank asset category, and entering details.
Learn to import bank transactions into Sage and reconcile them against your records, using manual entries, supplier invoices, and matching rules for charges and transfers.
Correct paid transactions in Sage Accounting by using adjustments, selecting a contact, adding a reason, updating the transaction, and reviewing the changes.
In this section, you will find videos on how to set up the payroll, settings, and personalization in a step-by-step tutorial. Kindly use the case study downloaded earlier in section 1, to follow the process of adding the first employee. If you have any questions, just send a message, happy to help.
Update is in progress and scheduled for release in May 2026. You can sign up anytime; the access is unlimited to current or any updated versions.
Welcome to the Complete Sage Accounting Online Accounting and Bookkeeping course
My course offers:
The course offers bite-sized video lectures.
Straight-to-the-point and Structured Sage tutorial;
UK-based limited company demo scenario;
Includes the latest changes in software.
Assistance with a course for any course-related questions, just send me a message..
Why study Sage Accounting Online?
In the last few years, more and more businesses have switched their accounting online to the cloud.
And Sage and QuickBooks software companies are not standing behind; both initially, the desktop version software is now swiftly moving towards cloud accounting.
Sage Group is a UK-based business with over 65 million customers! Learn new skills to get an advantage in the job market.
Why study online?
By studying at your own pace, wherever you are based, this Sage Accounting Online accounting software course is an ideal starting point.
The lifetime access to this course and no pressuring deadlines allow you to take it at your own pace.
I answer all questions if you have any, just send me a private message.
The goals for this course are:
1. Learn where to enable information in settings (especially for inventory, fixed assets, and journals)
2. Learn how to automate certain default settings for streamlined bookkeeping.
About the course:
Course based on the UK demo company. I advise my students to register for a trial version (see Section 1 - How to register for a trial free version of 30 days) and download the Case study with exercises (Section 1 Case study). Registering for the trial version helps to learn by doing exercises along with the videos on your own as well.
Chapters:
Overview of navigation and explanation of how to use and where to find elements;
General settings with an explanation of what each section means, we go through more in detail through each of those.
Contact and how to add the types of contacts;
How to set up products and services with categories;
How to run manual journals;
You will learn step by step how to set up a sales quote, and sales invoices, including recurring, with discounts,s and for a customer based abroad;
Learning how to add a purchase invoice and use quick entries.
How to set up payroll, about settings, and make a pay run on Sage.
Reviews:
"Really excellent!" by Lizel
"Clear and easy to follow" by Thembi
"The lessons are very concise and easy to understand," by Fiyinfoluwa
"It is very knowledgeable" by Asuncion
About Sage :
The idea for Sage was first conceived in a pub in Newcastle 40 years ago, and we have always stood for simplifying accounting processes for small and medium-sized businesses (SMBs). Eight years later, Sage was listed on the London Stock Exchange with a £20 million valuation.
About me:
For ten years, I operated my independent bookkeeping business, gaining proficiency in Xero, QuickBooks, Sage, and other essential accounting software to cater to my clients' diverse needs. Leveraging my extensive knowledge, I have crafted this Xero course to empower you to become a proficient Xero bookkeeper, whether your aspirations involve part-time bookkeeping or securing a position in a firm. This course is designed to be a valuable resource, and I am readily available to assist with any inquiries you may have.
Based in the UK, currently work as a tax manager for an international firm.
Check out my social channels. I post weekly videos on YouTube at LearnbookeepingUK about solving tech and other issues on Xero and QuickBooks. Plus I share a lot of advice.
My Credentials:
Xero Advisor and partner;
Quickbooks Advisor;
Sage Certified;
MSc Finance and Accounting (University of Westminster)
MBA (University of Lincoln)
ACCA UK qualified accountant.