Sage 50Cloud Tutorials

October 28, 2019

The Bookkeeping Master

Sage 50Cloud has replaced Sage 50 Accounts. This newer version of Sage is online based but still requires a desktop download and login. For those that are familiar with Sage 50, Sage 50Cloud is almost identical in it's layout and features (Sage software has not really changed for over a decade!).

My Sage 50Cloud tutorials will teach you how to use the software. My tutorials are free and no registration is required. If you would like to see all my free Sage content and videos, please click here to go to my Sage Training Page. If you would prefer one-on-one online tuition, please click here for details.

Sage 50Cloud - The Basics

This is the best place to start if you are new to Sage software. The tutorials below will teach you all the basics of Sage50 Cloud, everything from managing sales and purchases ledgers to invoicing and entering bank payments.

All of the videos are free and can be watched as many times as needed. If you need additional assistance, please consider my Sage email support service.

Introduction

A quick introduction to the software, including how to get started with Sage 50Cloud...

The Nominal Module - Nominal Ledger

The next video in the series will teach you about viewing, adding and editing nominal codes...

Adding new nominal codes - go to the nominal module, click on 'New' at the top-left of the module, follow the wizard

Viewing nominal codes - go to the nominal module, double-click on any nominal account

Editing nominal codes - go to the nominal module, select a nominal account, click on 'Edit' at the top-left of the module page

Full instructions and details in the video below...

The Customer Module - Sales Ledger

Adding new customer accounts - go to the customer module, click on 'New' at the top-left of the customer module screen

Viewing customer accounts - go to the customer module, double-click on any customer account

Editing customer accounts - go to the customer module, select a customer from the customer list, click on 'Edit' at the top-left of the customer module screen

Viewing customer activity - go to the customer module, double-click on a customer from the customer list, select 'Activity' on the customer record

Raising customer/sales invoices and credit notes - go to the invoicing module, select 'New' at the top-left of the invoicing module screen

Recording customer/sales invoices and credit notes - go to the customer module, click on 'Invoice' or 'Credit' at the top of the customer module screen

Full instructions and details in the video below...

One-to-one Sage tuition - click here for details

The Supplier Module - Purchase Ledger

Adding new supplier accounts - go to the supplier module, click on 'New' at the top-left of the supplier module screen

Viewing supplier accounts - go to the supplier module, double-click on a supplier account from the supplier list

Editing supplier accounts - go to the supplier module, select a supplier account, click on 'Edit' at the top-left of the screen

Viewing supplier activity - go to the supplier module, double-click on a supplier account from the supplier list, select 'Activity' from the supplier record screen

Recording supplier/purchase invoices and credit notes - go to the supplier module, click on 'Invoice' or 'Credit' at the top of the supplier module screen

Full instructions and details in the video below...

The Bank Module

Adding new bank accounts - go to the bank module, click on 'New' at the top-left of the bank module screen

Editing bank accounts - go to the bank module, select a bank account by clicking on it from the bank list, click on 'Edit' at the top-left of the bank module screen

Viewing bank activity - go to the bank module, double-click on a bank account from the bank list, select 'Activity' in the bank record box

Recording customer receipts - go to the bank module, click on 'Customer Receipt' at the top of the bank module screen

Recording supplier payments - go to the bank module, click on 'Supplier Payment' at the top of the bank module screen

Recording bank receipts and bank payments - go to the bank module, click on 'Bank Receipt' or 'Bank Payment' at the top of the bank module screen

Full instructions and details in the video below...

Sage Email Support - ask the Bookkeeping Master your Sage questions - click here for details

Sage 50Cloud - Bank Reconciliations

Bank reconciliations are a must for any good bookkeeper or accountant. The bank rec feature on Sage 50Cloud is more complicated than most other accounting software but it does the job well and is very extensive (that sums-up Sage software as a whole - complicated but does the job well).

The bank reconciliation tutorial below is free and no registration is required. Once again, please consider my Sage email support or Sage training program if you need assistance.

Bank reconciliation guide for Sage 50Cloud...

Sage 50Cloud - VAT Returns

Learn how to prepare and file VAT returns on Sage 50Cloud. Once again, this tutorial is free and ready to view online with no registration...

Free 30 Day Trial of Sage 50 - click here to get started!

Sage 50Cloud - Advanced Features

Each of the tutorials below are individual videos - they don't need to be watched in any particular order.

Changing Sage password

How to change your password on Sage 50Cloud - click on 'Settings' at the top ribbon of Sage, select 'Change Password'

Change Financial Year

How to change your company financial year on Sage 50Cloud - click on 'Settings' on the top ribbon of Sage, select 'Financial Year'

Change Company Details

How to change company details (address, contact details, name) on Sage 50Cloud - click on 'Settings' on the top ribbon of Sage, select 'Company Preferences', edit the details under the 'Details' tab, click 'OK' to save the changes