Introduction to Sage bookkeeping

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Sage training: Introduction to Sage Bookkeeping training course


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1 day course

The aim of the course is to give you an understanding of double entry bookkeeping.

You will learn how to record business transactions using double entry bookkeeping and how a basic set of management reports are produced from those double entries.

Starting with a new business, the course builds up to VAT, Sales and Purchase ledgers, the Profit & Loss account and Balance Sheet. Finally, you'll progress to an introduction of Sage 50 Accounts / Instant Accounting.

After this course you will be able to understand the fundamental principles of bookkeeping and apply them to everyday procedures.

Who should attend?

The course is for you if you are new to bookkeeping and the nominal ledger. You will also find it useful if you have some experience in debt chasing and basic sales ledger operation. It is not suitable for experienced bookkeepers or those familiar with accounting software.

Note: this course aims to illustrate those areas of double entry bookkeeping relevant to users of Sage accounting software rather than teaching the operation of Sage accounting packages.

Course content

Introduction to Sage Bookkeeping training course session 1 - Introduction to Categories

  • What is Double Entry Bookkeeping?
  • How Does Double Entry Bookkeeping Work?
  • Management Report Categories

Introduction to Sage Bookkeeping training course session 2 - Theory

  • The Accounting Equation
  • The Bank
  • PEARLS
  • Three Steps to Analysing a Transaction
  • Recording Purchase Transactions

Introduction to Sage Bookkeeping training course session 3 - Basic Postings & Trial Balance

  • Recording Basic Sale Transactions
  • To Produce a Trial Balance

Introduction to Sage Bookkeeping training course session 4 - VAT Recording

  • Understanding VAT
  • VAT on Sales
  • VAT on Purchases
  • How Many VAT Control Accounts?

Introduction to Sage Bookkeeping training course session 5 - The Sales Ledger

  • Sales on Credit
  • The Sales Ledger
  • Receipts from Trade Debtors

Introduction to Sage Bookkeeping training course session 6 - The Purchase Ledger

  • Purchases on Credit
  • The Purchase Ledger
  • Paying the Trade Creditors

Introduction to Sage Bookkeeping training course session 7 - Management Reports

  • Trial Balance
  • Profit and Loss
  • Balance Sheet

Introduction to Sage Bookkeeping training course session 8 - Computerised Bookkeeping

  • Why Computerise?
  • Sage Accounts
  • The Account Record
  • The Activity Screen
  • Posting an Invoice
  • The Nominal Ledger
  • Management Reports



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