• Facebook Social Icon
  • Twitter Social Icon
  • YouTube Social  Icon
  • Instagram Social Icon

Disclaimer

 

The information on this site cannot be relied on as accurate and up to date. We strongly advise you seek the advice of accounting and tax professionals before making any accounting related decisions.

Visit SM Accounting Ltd

This site contains free bookkeeping and accounting courses and is ideal for anyone looking to learn finance, bookkeeping or accounting. This site contains information on double-entry bookkeeping, basic accounting, credit control, business planning, etc. 

* We do not offer refunds on any digital products purchased on this site. 

Sage Business Cloud Accounting Course

December 5, 2019

I now have a FREE course and tutorial series for Sage Business Cloud Accounting! The main course is listed below. As with all my bookkeeping and accounting courses, this Sage tutorial is free and no registration is required! 

 

If you need support for Sage Business Cloud Accounting, please consider my Sage Email Support or my Sage training and tuition program

 

To see a full list of all my free Sage training courses, including courses for Sage 50 and SageOne, please go to my Free Sage Courses page
 


Main Sage Business Cloud Accounting Course 

 

Video #1 - Getting Started

 

An introduction to Sage Business Cloud Accounting, including an overview of the software features and how to access all the course videos on my website. 

 

 

 

Video #2 - Company Details

 

How to initially setup the software. The video covers how to add and edit company details on the software, including the company name, address and contact details. This is all done through the settings tab. 

 

 

Video #3 - Customising Sales Invoices

 

A full tutorial on how to edit and customise sales/customer invoices on Sage Business Cloud Accounting. The video includes how to change the invoice template, colour, text and other design features. The video also demonstrates how to add company logos and text to documents. 

 

 

Video #4 - Emailing from Sage

 

The basics of how to setup the email feature in Sage Business Cloud Accounting, including the email address, email body and attachments. 

 

***FREE 30 Day Trial on Sage Business Cloud Accounting - CLICK HERE - no card details needed***

Video #5 - Adding & Editing Customers

 

Covering how to add and edit customer records. This is done by using the 'contacts' tab, which is different from other Sage products. 

 

 

Video #6 - Products & Services

 

The basics of products and services. These items will need adding to the software if you wish to list certain products or services on sales invoices. This can help in various ways, such as saving time when raising invoices, being more organised and enabling reports to be run by product or service rather than general sales. 

 

Products and services are added and edited through the 'Products & Services' tab...

 

 

Video #7 - Raising Sales Invoices

 

How to raise sales invoices on Sage Business Cloud Accounting. Before invoices are raised, please ensure that you have customised your sales invoices (see video 3), have customers added to the software and have also listed your products and services.

 

Invoices are raised through the 'Sales' feature. Please see the tutorial below...

 

 

Video #8 - Customer Reports & Dashboard

 

A quick review of the customer dashboard and what customer and sales reports are available on the software. All accounting reports can be viewed by clicking on 'Reporting' and selecting 'More'

 

 

Video #9 - Adding & Editing Suppliers

 

A tutorial for adding and editing suppliers. This is done through the 'Contacts' feature and is very similar to how customers are added and edited on the software. 

 

 

Video #10 - Purchase Invoices

 

The next video in the series covers how to record purchase/supplier invoices and credit notes. Once again, this is very similar to how sales/customer invoices are raised.

 

Supplier invoices are recorded through the 'Purchases' feature. 

 

 

Video #11 - Supplier Dashboard

 

A quick review of the supplier dashboard!

 

 

Video #12 - Adding & Editing Bank Accounts

 

How to add and edit bank accounts on Sage Business Cloud Accounting. This is done through the 'Banking' feature. 

 

 Video #13 -  Recording Customer Payments & Receipts

 

Demonstrating how to record customer payments (payments of sales invoices) and bank receipts (other income that is not from a sales invoice). 

 

You will need to go to the 'Banking' module. Select 'New' at the top-right of the module and then select 'Sale/Receipt'.

 

 

Video 14 - Recording Supplier Payments and Bank Payments

 

How to record supplier payments (payments of supplier invoices) and bank payments (payments not allocated to supplier/purchase invoices) on Sage Business Cloud Accounting. 

 

You will need to go to the 'Banking' module. Select 'New' at the top-right of the module and then select 'Purchase/Payment'.

 

Other Sage Business Cloud Accounting Videos

 

Adding & Managing Multiple Users

 

You can add and manage multiple users on Sage Business Cloud Accounting. This is done by going to the settings feature and selecting 'user management' under customisation. 

 

The video below will demonstrate how...

 

 

Adding Opening Balances

 

Opening balances can be added to Sage Business Cloud Accounting by going to the settings tab and scrolling down to opening balances. 

 

Opening balances can be added for customers, suppliers, bank accounts and the nominal ledger. 

 

Thanks for watching my Sage training videos. All my free Sage content can be viewed on this page

 

Need one to one Sage support? Have questions? Want to learn more advanced features of the software?

 

I highly recommend you take my Sage tuition program. The program includes 4 online training sessions with me (the Bookkeeping Master) and unlimited email support between sessions. Full details are available on this page

 

I wish you all the best with your accounting!

 

The Bookkeeping Master

 

@thebookkeepingmaster
info@bpfs-online.com 

 

 

Please reload