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Sage is one of the world’s most popular accounting software. Over six million customers, in 24 countries worldwide are currently using this software. So, why not become one of them? Here in this post, I am going to give you a step-by-step guide on How to Use Sage  to fulfill your business accounting need.

How to Use Sage

The Sage accounting software was designed to cooperate all sized of businesses including start-ups to large multinational. There are different Sage qualifications available in Sage accounting. You can choose one of the Sage products depending on your budget and needs. The different types of Sage products are Sage One, Sage 50, Sage payroll, and Sage Accounts.

Now check out the main Sage certifications:

Sage Instant Account

This is the only performance-based, accredited, and instant Sage account certification program. The Sage Instant Accounts software offers you the features such as creating invoices, calculating VAT returns and analyze spending etc.

Sage 50 Accounts

This one provides you with the features that help you with managing your cash flow, invoicing, banking, customers, suppliers, and VAT. If you are looking for an SME, this is the perfect software for you.

Sage 50 Payroll

The best software that helps you improve your product knowledge as well as it runs automated calculations, and learn the latest safe and secure payroll best practices.

Why is Sage Important?

Sage is important because it is one of the most popular accounting and payroll solutions available all over the world. When it comes to how to use sage? The users who use this software are thankful for its advanced features. The smart features of different Sage products help all kind of business to reach the next level. This is the reason why the users of Sage software is increasing rapidly.

Sage software is great for prospective payroll and accounting positions and also helps them who are looking forward to opening their own business. But to use the software at its full benefits, we need to learn how to use it. There is a user manual I am going to provide in the bottom section that will help you to become a certified Sage user.

Also Read: QuickBooks VS Sage

How to Use Sage?

To get the most of your Sage account, and to help you with the setup, I have created this steps on how on use sage. Follow the user-guide given in this section to learn how you can use Sage and enjoy all its benefits.

Create a Sage Login

To use the software, you first need to create a login. Follow the steps I have given here to know how you can create a Sage Login.

  1. Open your web browser and the Sage site.
  2. From there, go to the Sign in option
  3. Next, click My Sage
  4. Now, Create a Sage Login
  5. Here you have to provide all your details such as your name, email, and password
  6. Now, they will send you an email with a link from where you can confirm your password
  7. You can click on that link to activate your login

Download Sage Accounting Software

After creating an account, you can download the software. All you need to do is just performing a few clicks. Let’s now have a look at the downloading procedure of Sage accounting software:

  1. From your opened browser, go to the official site
  2. Next, click on the Sign in option
  3. Then, Select your accounts product
  4. Next, Download

The file will automatically download to your downloads folder for some browsers. If you want to save the file to your desired location, browse to where you want it to be saved. Next, click on the Save button.

Install Sage

After successfully downloading the file, you need to install the software on your desktop/PC. To perform a hassle-free installation process, check out the solutions given here.

  1. Go to your downloads folder
  2. Double-click on the downloaded file
  3. Follow the instructions carefully as shown on-screen
  4. If you face any problem with the installation, go to the Sage accounting Help Center

Activate Sage 50 Accounting Software

After downloading and successfully installing the Sage software package, you need to activate the product to avail its benefits. Now check out the methods as given below to activate the Sage 50 software.

  1. Open the software, double-click on the icon on your desktop
  2. After the software is opened on your computer, enter the right serial number and activation key.
  3. Next, click on the Continue option
  4. Now, it will ask for your account number
  5. Enter your account number in the given field and finally click Finish
How to Use Sage accounting software

Create Your Company with Sage

After activating the software, you need to select one of the options as given below:

  1. Create a new company: You are only selecting this option when you are installing the software for the first time and you want to create a new company.
  2. Or you can also connect to a company already stored on your network. This option only works when a company is already existing somewhere on the network.
  3. Restore company: You have to perform a backup for this option. Create a company from a backup file.
  4. Also, there is an option for you: You can connect through Sage Drive. This only works when you already have saved data on your Sage drive.

Setup Sage Drive

  1. Go to File
  2. Click Sage Drive Set Up
  3. Now click Let’s Get Started
  4. You can now click on the Sign in an option to Register for Sage Drive
  5. Now, Register for Sage Drive
  6. Upload data

Customize your Company with Sage

The customization process will make things easier. Go to Help, then Customize your Company.

Create Customers

If you sell to the same people regularly, you can save your transaction details and customer records.

Create Suppliers

If you regularly purchase items from the same suppliers, you can save your transaction details here. From the options given on the supplier’s page, you can enter your opening balances and perform a lot of tasks easily.

In case you face any problem with the Sage software or want to know more about how to go ahead with using sage then just drop us a comment below. We will get on with your request.

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