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Sage training: Sage Instant Accounts Stage 1 classroom course description


Sage Instant Accounts Stage 1 is a one-day course. Our price is £175.00 (Sage's RRP is £220.00). Book today to save with us.Sage Instant Accounts Stage 1

» Overview: Everything you need to start using Sage Instant Accounts.

» What do I learn?

Understand the basic functions of Sage Instant Accounts, from navigation, through to creating and amending various records, getting started with opening balances and controlling user access.

» By the end of this course you will:

  • Be familiar with the Sage Instant Accounts user interface
  • Know how to set up the program to suit your business, including VAT codes, financial year etc
  • Be able to plan and customise the Nominal Ledger
  • Know how to create bank accounts
  • Understand the role of the Chart of Accounts, and how to amend it
  • Be able to create and amend customer and supplier accounts
  • Know how to enter opening balances for nominal, customer and supplier accounts
  • Understand how to use password protection and how to restrict user access
  • Know how to check and safeguard data using backups

Who should attend? New and existing users who are setting up Sage Instant Accounts and transferring outstanding account balances from another system, or those users who already have the software installed and would like to familiarise themselves with the setup and basic usage.

» Detailed course content

Click to see the course content

Sage Instant Accounts training course session 1 - Introduction and Navigation

  • Welcome to Sage Instant Accounts
  • Working Environment
  • Customising the View Options
  • Customising Columns
  • Sage Services

Sage Instant Accounts training course session 2 - Settings and Access rights

  • Company Preferences
  • Value Added Tax
  • Financial Year
  • Access Rights
  • Creating Additional Users

Sage Instant Accounts training course session 3 - Setting up Nominal Records

  • Integrated Three Ledger System
  • The Nominal Ledger Layout
  • Creating New Nominal Codes
  • Deleting a Record
  • Control Accounts
  • Creating Bank Accounts

Sage Instant Accounts training course session 4 - The Chart Of Accounts (COA)

  • The Role of the Chart of Accounts
  • The Default Chart of Accounts
  • Checking the Chart of Accounts
  • Floating Nominal Accounts

Sage Instant Accounts training course session 5 - Creating Customer and Supplier Records

  • Customer and Supplier Defaults
  • Account Code Structures
  • Creating a New Customer or Supplier Account

Sage Instant Accounts training course session 6 - Entering Customer and Supplier Opening Balances

  • Preparation for Opening Balances
  • Entering Customer and Supplier Opening Balances
  • Checking the Balances

Sage Instant Accounts training course session 7 - Entering Nominal Opening Balances

  • Loading Opening Balances
  • Reversing the Original Trial Balance
  • Loading Nominal and Bank Opening Balances

Sage Instant Accounts training course session 8 - Safeguarding Data

  • Backing up Your Data
  • Check Data
  • The Backup Routine
  • Restoring Your Data

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Course Centre Start date Duration Total places Available places Book
Sage Instant Accounts Stage1Manchester06/02/20121 day128
Sage Instant Accounts Stage1N.London07/02/20121 day125
Sage Instant Accounts Stage1Croydon05/03/20121 day108
Sage Instant Accounts Stage1Leeds12/03/20121 day1210
Sage Instant Accounts Stage1Bristol14/03/20121 day1010
Sage Instant Accounts Stage1Birmingham28/03/20121 day1210

Sage Instant Accounts Stage 1 is a one-day course. Our price is £175.00 (Sage's RRP is £220.00).

You can book your course in several ways:

  • Online: Just click the "Book now" button (your payment will only be processed after we have booked your course with Sage).
  • Phone: Just call 0845 009 6566 to pay by card or arrange BACS or cheque payments.
  • Use the contact form: Click here and fill out the contact form.
See all courses on the Sage training home page. You can always contact a Sage training advisor on 0845 009 6566 or by email.

Important notes about booking your Sage classroom training course


  • When booking a course online, if the course is not for the paying cardholder, please enter the name it should be booked for in the notes section when paying.
  • If a vegetarian meal is required instead of the standard meal provided, please enter this in the notes section as well.
  • If a course is showing no availability it is still worth contacting us as there maybe cancellations or the possibility of switching the course to a bigger room.
  • Also note that the number of available places given is updated regularly, but it is not live, so it's always best to ask us for the latest availability if the number of available places is running low.
  • *for all courses except Instant Accounts, which is £215 and Payroll Year End, which is £190.


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