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Jane E. Kelly - Sage Instant Accounts for Dummies

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Jane E. Kelly Sage Instant Accounts for Dummies
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Sage Instant Accounts for Dummies: summary, description and annotation

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Get to grips with Sage Instant Accounts in simple steps.

This comprehensive guide walks you through every aspect of setting up and using Sage Instant Accounts, from downloading and installing the software to customizing it to your needs. Packed with handy stepbystep instructions (and fully illustrated with screenshots), this book is the easiest way to get the most from Sage Instant Accounts and take control of your business finances.

Learn to:

  • Keep track of money in and out and easily view your cash position
  • Produce reports on your business performance and profitability
  • Store customer information and easily generate quotes, invoices and remittances
  • Record and accurately manage your VAT - and submit your VAT return to HMRC online
  • Prepare for business audits and your financial year-end
  • Jane E. Kelly: author's other books


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    Sage Instant Accounts For Dummies Published by John Wiley Sons Ltd The - photo 1

    Sage Instant Accounts For Dummies

    Published by: John Wiley & Sons, Ltd., The Atrium, Southern Gate, Chichester, www.wiley.com

    This edition first published 2013

    2014 John Wiley & Sons, Ltd, Chichester, West Sussex.

    Registered office

    John Wiley & Sons Ltd, The Atrium, Southern Gate, Chichester, West Sussex, PO19 8SQ, United Kingdom

    For details of our global editorial offices, for customer services and for information about how to apply for permission to reuse the copyright material in this book please see our website at www.wiley.com .

    The right of the author to be identified as the author of this work has been asserted in accordance with the Copyright, Designs and Patents Act 1988.

    All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, except as permitted by the UK Copyright, Designs and Patents Act 1988, without the prior permission of the publisher.

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    For technical support, please visit www.wiley.com/techsupport .

    A catalogue record for this book is available from the British Library.

    ISBN 978-1-118-84805-0 (pbk), ISBN 978-1-118-84793-0 (ebk), ISBN 978-1-118-84800-5 (ebk)

    Printed and bound in Great Britain by Bell & Bain Ltd, Glasgow

    10 9 8 7 6 5 4 3 2 1

    Chapter 1

    Introducing Sage Instant Accounts

    In This Chapter

    Picture 2 Introducing the Sage software range

    Picture 3 Considering SageCover

    Picture 4 Installing the software

    Picture 5 Getting help from the wizard

    Picture 6 Navigating around Sage

    In this chapter, I introduce you to Sage Instant Accounts. I show you how easily you can install the software and give you a guided tour, so that you can get up and running quickly essential for busy people!

    Sage works on the principle that the less time you spend doing your accounts, the more time you can spend on your business, so makes each process as simple as possible.

    I also discuss SageCover, an optional technical support package, which is an addition worth considering. If you experience software problems, SageCover can help. For small businesses, this support is like having an IT department at the end of a phone.

    Looking at Two Sage Instant Options

    Sage offers two versions of Instant Accounts:

    • Sage Instant Accounts: The entry-level program. Sage Instant Accounts provides all the features you require to successfully manage your accounts. You can professionally handle your customers and suppliers, manage your bank reconciliations and VAT returns and provide simple reports, including monthly and year-end requirements. This basic version is suitable for small businesses with a simple structure.
    • Sage Instant Accounts Plus: Contains all the features of the entry model, but in addition includes a simple stock system and also the ability to have up to two users.

    I recommend that you install Sage Instant on a Windows operating system. Windows 8 or 7, Windows Vista, Windows XP, Windows Server 2008, Small Business Server 2011 or Server 2003 are all recommended by Sage.


    Deciding on SageCover

    You can purchase SageCover at the same time as the software. SageCover provides you with technical support in case you have any problems using Sage. It may seem an additional cost burden to begin with, but is well worth the money if youve a software problem. Sage does currently offer 45 days of free telephone support, along with free online learning and access to guides and video tutorials.

    Most people who use accounting packages know something about accounting, but dont necessarily know much about computer software. When the screen pops up with an error message that you simply dont understand, a quick phone call to your SageCover support line soon solves the problem.

    For Sage Instant Accounts, you can choose between two different types of cover:

    • SageCover: Provides telephone support during normal office hours, as well as email and online question and answer support. You also have access to a data repair service, where a member of the Sage in-house team will retrieve and repair your data if it becomes lost or corrupt. Theres also a free subscription to Sages business magazine Solutions .
    • SageCover Extra: Includes all the benefits of SageCover, plus software upgrades, so you always have access to the latest version. You also gain the benefit of an Express data repair service rather than just the standard service. Youre given priority telephone support with Sagecover Extra, including a call-back option and also have additional Remote Support, which means that, with your permission, Sage technicians can remotely access your PC to help you solve your queries.

    Having someone on the end of a phone to talk you through a problem is a real bonus. Sometimes the Help button just doesnt answer your question. The technical support team can help you solve the most awkward problems that would otherwise have you throwing your laptop out of the window in pure frustration!


    Installing the Software

    In this section, I take you step by step through the installation process, showing you the screens as they appear on your computer and ensuring that you load up the software correctly. I also let you know about any problems that may crop up while loading, so that you can deal with them effectively.

    Anyway, onwards and upwards!

    Getting what you need before you get started

    Your Sage software package contains a CD, a Getting Started with Sage Instant Accounts guide and, more importantly, a serial number and activation key. Without these last two pieces of information, you cant successfully load the software. But dont worry, if you purchased a genuine copy of Sage software, you have the necessary activation information.

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