Inquire
Join industry peers, certified partners, and Sage pros online 24/7 in Sage City - the best place to ask questions and share product experiences, tips, and tricks.
Add a company logo to your documents and select any available template layout.
First, click Settings, then click Templates and Logos.
Edit the way your invoices look and add your logo, then click Save.
Next, On the Settings menu, click Document Preferences.
Finally, Review and edit the information that appears on your invoices, then click Save.
Within your Business Settings page, you can change the defaults used when creating contact records and transactions in Sage Accounting. These settings are under Record and transaction settings. You can set defaults for your sales to customers. You can also set defaults for your purchases from vendors, payments & receipts, products & services, and accounting settings. Note: These defaults can be overridden on individual sales if you like.
Within your Business Settings page, you will a find a subsection called Chart of Accounts under your Financial Settings section. Here you can create, view, and manage your ledger accounts. If you need to edit a ledger account, you can click on the account to make your modifications. You can also import your chart of accounts. Note: Only import your chart of accounts if you have not created any transactions or records within Accounting. Also, your import file overrides all current accounts. This may be a fast option to enter your correct chart of accounts into Sage Accounting.
Opening balances represent the financial position of your company on the day before you start using Sage Accounting. You can enter opening balances for: Outstanding customer transactions, Outstanding vendor transactions, Bank account balances, General ledger trial balance values.
If you will be tracking items, customers, and vendors in Sage Accounting, follow these steps to get started.
Join industry peers, certified partners, and Sage pros online 24/7 in Sage City - the best place to ask questions and share product experiences, tips, and tricks.
Get 24/7 access to support articles, product documentation, as well as the latest software downloads and updates on the Sage Knowledgebase.
Browse top resources to help with closing the books, including tips and instructions.