How to use the Active customer setting
We explore how to use the simple “Active” customer setting in Sage Business Cloud Accounting to transform how you manage your customers. The ACTIVE Customer Setting changes everything about customer management in Sage Accounting Imagine losing track of a valuable customer just because they were incorrectly marked “Not active”. We’re going to prevent that from happening […]
VAT Guide for beginners on Sage in 10 Easy Steps
Embarking on your VAT journey with Sage is now more straightforward than ever. My ‘VAT Guide for beginners on Sage in 10 Easy Steps’ provides an essential resource, specifically designed to simplify the VAT process for Sage Accounting users. Perfect for beginners or as a quick refresher, this guide unravels the complexities of VAT, making […]
How to Master Trial Balance Imports into Sage Accounting: A Comprehensive Guide.
Hello, dear readers! Welcome to this step-by-step tutorial, designed to guide you seamlessly through the importation of a trial balance into Sage Accounting. Whether you’re a small business owner, an accounting student, or someone just getting their feet wet in the world of finance this comprehensive guide is designed for you to master Trial Balance […]
How to Import a Customer List into Sage Accounting from Pastel
This article deals with the topic of how to import a customer list into Sage Accounting. Sage Cloud Accounting is rapidly replacing Pastel Desktop Accounting as the popular choice for small businesses owners to efficiently manage their customers’ details in a cloud environment. Importing is the quick and easy shortcut of transitioning a business system […]
Automate your supplier process with the Dext and Sage Accounting systems.
It is a mouthful to describe in short what this blog is all about. Let’s try: You are going to learn how to automate your supplier processing with the Dext and Sage Accounting system. We are going to cover the process of recording your business expenses with the Dext: Email-in addresses It is common for […]
Dext: The best Bank Statement conversion tool for importing bank statements to accounting software.
Dext has recently released the best bank statement conversion tool for importing bank statements into accounting systems to circumvent the tedious process of preparing Excel files and getting it ready for importing. Looking back now, it was not easy. I have previously shown you how to convert PDF bank statements to Excel files by utilising […]
Bank reconciliations for advanced users on Sage Accounting and solving a common bank reconciliation error.
In the last blog of The Fun Accountant’s bank reconciliation series, I am going to recap the previous four previous articles/videos and then I am going to tie it all together with an another bank reconciliation example in this final fifth bank reconciliation tutorial for advanced Sage Accounting users. We are going to celebrate completing […]
Bank processing and reconciliations in Sage Accounting
In this blog, I am going to cover how to process a bank account and then finish the function with a bank reconciliation in Sage Accounting. I am going to use my own experience as an example for you to follow with me as I reveal my method of bank processing and reconciliations in Sage […]
Quick and easy bank reconciliation on Sage Accounting
Let’s see folks, if it is possible to perform a quick and easy full digital bank reconciliation on Sage Accounting. You can follow along with me and compare my bank reconciliation methods to yours. As well as to: use this video as a comparison to measure Sage Accounting’s bank reconciliations with other accounting software available. […]
