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

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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 £130.00 (Sage's RRP is £215.00). 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

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.

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Which training centres to include in the results? Either include all training centres, OR select specific centres from this list: (check the boxes as appropriate)   Birmingham     Bristol     Croydon     Glasgow     
Leeds     Manchester     N.London     Newcastle     Reading     

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Course Centre Start date Duration Total places Available places Book
Sage Instant Accounts Stage1Manchester23/03/20101 day124
Sage Instant Accounts Stage1Croydon06/04/20101 day124
Sage Instant Accounts Stage1N.London19/04/20101 day120
Sage Instant Accounts Stage1Birmingham20/04/20101 day126
Sage Instant Accounts Stage1Bristol27/04/20101 day109
Sage Instant Accounts Stage1Glasgow10/05/20101 day1210
Sage Instant Accounts Stage1Reading11/05/20101 day109
Sage Instant Accounts Stage1Newcastle12/05/20101 day1212
Sage Instant Accounts Stage1Leeds07/06/20101 day1212
Sage Instant Accounts Stage1N.London09/06/20101 day1212
Sage Instant Accounts Stage1Manchester23/06/20101 day1212

Sage Instant Accounts Stage 1 is a one-day course. Our price is £130.00 (Sage's RRP is £215.00).

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 641 0624 to pay by card or arrange BACS or cheque payments.
  • Use the contact form: Click here and fill out the contact form.
To review other courses see the classroom course list and you can always contact a Sage training advisor on 0845 641 0624 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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Detailed course content

Click to see the course content


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
  • The Diary
  • 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
  • Floating Account Balances

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

  • Accessing the Sales and Purchase Ledgers
  • Customer and Supplier Defaults
  • Customer and Supplier 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

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


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