Sage Instant Accounts training course stage 1. Learning Sage Instant Accounts with the Sage Experts.

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We are the number one Sage Instant Accounts training partner in the UK. We provide quality training and can give you the most appropriate training programme. We'll get you where you want to be as soon as possible, and we get it right first time.

When you've read all the course details, you can use the course search page to see course dates and availability, or call us on 0845 641 0624. You can also get us to call you by filling out the enquiry form, and we'll contact you as soon as we can to discuss your training needs.

1 day course

Would you like to be fully confident that you have installed, set up and configured your Sage Instant Accounts product?

Welcome to Sage Instant Accounts training courses. The Stage 1 course is aimed at new and existing users who are either installing and 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 routine.

Sage Instant Accounts training course session 1 - Introduction and Navigation

• Choosing Your Company
• The Welcome Screen
• Understanding and Customising the Working Environment
• Automatic Updates and RSS Feeds
• Access Rights & Passwords

Sage Instant Accounts training course session 2 - Settings & Defaults

• Checking Company Settings
• Setting up VAT Codes
• Financial Year Start Date

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

• To Understand the Function of the Nominal Ledger
• The Different Nominal Layouts
• Planning the Nominal Ledger structure
• Managing Nominal Accounts
• Understanding Nominal Record Types
• Creating Bank Accounts

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

• The Role of the Chart of Accounts
• Accessing the Chart of Accounts
• Identifying Possible Errors in the Layout
• Fluctuating Account Balances

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

• Accessing the Sales and Purchase Ledgers
• Customer and Supplier Defaults
• Account Codes
• Creating a New Customer or Supplier Account
• Applying Additional Analysis to Customers and Suppliers

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
• Ruling off the Ledgers (optional)

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

• Preparing to Enter the Opening Balances
• Reversing the Original Trial Balance
• Loading Nominal and Bank Opening Balances
• Checking Your Data

• Introduction to Bookkeeping (1 day)
• Instant Accounts stage 2 (1 day)
• Instant Accounts stage 3 (1 day)
• Instant Accounts home study

Training is an incredibility important investment. Having the right job skills in the right areas of your business is key to success in today’s competitive market. An investment with Advantage Services will actually save you money as well-trained employees are less likely to make costly mistakes. Not only will you be gaining fabulous skills for your CV, but it will help improve your business’s productivity, profitability and competitive advantage.

Get ready to experience the UK’s top tuition with Advantage Services and start working effectively and trouble-free. Contact an advisor for more information and make a booking today.