{"id":25,"date":"2024-06-23T20:31:48","date_gmt":"2024-06-23T20:31:48","guid":{"rendered":"https:\/\/sageuniversprd.wpengine.com\/en-ca\/?page_id=25"},"modified":"2025-03-31T11:02:55","modified_gmt":"2025-03-31T15:02:55","slug":"get-started","status":"publish","type":"page","link":"https:\/\/sageu.com\/en-ca\/training\/sageaccounting\/get-started\/","title":{"rendered":"Get Started | Sage Accounting"},"content":{"rendered":"\n<div class=\"wp-block-group alignfull has-base-color has-contrast-background-color has-text-color has-background has-link-color wp-elements-2b6c8e9447a0c1074012a5f7408985d3 has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"padding-top:0;padding-bottom:0\">\n<div class=\"wp-block-columns alignwide has-reversed-columns-sm is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex has-2-columns\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"padding-top:var(--wp--preset--spacing--r-l-2);padding-right:var(--wp--preset--spacing--r-l-2);padding-bottom:var(--wp--preset--spacing--r-l-2);padding-left:var(--wp--preset--spacing--r-l-2)\">\n<div class=\"wp-block-group is-nowrap is-layout-flex wp-container-core-group-is-layout-07e61161 wp-block-group-is-layout-flex\"><svg class=\"wp-block-tenup-icon\" style=\"width: 1rem; height: 1rem;\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"#28ff09\" fill-opacity=\"14.118\" viewBox=\"0 0 640 480\"><defs><clipPath id=\"a\" clipPathUnits=\"userSpaceOnUse\"><path fill=\"#000\" fill-opacity=\".67\" d=\"M-79.06 0h682.67v512H-79.06z\"\/><\/clipPath><\/defs><g fill-opacity=\"1\" clip-path=\"url(#a)\" transform=\"translate(74.118)scale(.9375)\"><path fill=\"#fff\" d=\"M81.137 0h362.276v512H81.137z\"\/><path fill=\"#bf0a30\" d=\"M-100 0H81.138v512H-100zm543.413 0h181.138v512H443.413zM135.31 247.41l-14.067 4.808 65.456 57.446c4.952 14.764-1.718 19.116-5.968 26.86l71.06-9.02-1.851 71.512 14.718-.423-3.21-70.918 71.13 8.432c-4.402-9.297-8.32-14.233-4.247-29.098l65.413-54.425-11.447-4.144c-9.36-7.222 4.044-34.784 6.066-52.178 0 0-38.195 13.135-40.698 6.262l-9.727-18.685-34.747 38.172c-3.797.91-5.414-.602-6.305-3.809l16.053-79.766-25.419 14.297c-2.128.91-4.256.125-5.658-2.355l-24.45-49.06-25.21 50.95c-1.901 1.826-3.803 2.037-5.382.796l-24.204-13.578 14.53 79.143c-1.156 3.142-3.924 4.026-7.18 2.325l-33.216-37.737c-4.345 6.962-7.29 18.336-13.033 20.885-5.744 2.387-24.98-4.823-37.873-7.637 4.404 15.895 18.176 42.302 9.461 50.957z\"\/><\/g><\/svg>\n\n\n<p class=\"wp-block-paragraph\"><em><span style=\"font-family: var(--wp--preset--font-family--sage-text); font-size: revert;\">SAGE ACCOUNTING<\/span><\/em><\/p>\n<\/div>\n\n\n\n<h1 class=\"wp-block-heading has-sage-headline-font-family has-r-2-xl-font-size\" style=\"margin-top:0;margin-bottom:var(--wp--preset--spacing--r-base)\"><strong>Get Started<\/strong><\/h1>\n\n\n\n<h3 class=\"wp-block-heading has-sage-headline-font-family has-r-l-font-size\" style=\"margin-top:0;margin-bottom:var(--wp--preset--spacing--r-base)\"><strong>with Sage Accounting<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:0;margin-bottom:var(--wp--preset--spacing--r-base)\">This learning page will help you get up to speed with your Sage Accounting program in no time. To go further, view our&nbsp;<a href=\"https:\/\/sageu.com\/en-ca\/training\/SageAccounting\/daily-transactions\/\"><span style=\"text-decoration: underline;\">Daily Transactions with Sage Accounting<\/span><\/a>&nbsp;page.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"padding-top:var(--wp--preset--spacing--r-l-2);padding-bottom:var(--wp--preset--spacing--r-l-2)\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/sageuniversdev.wpengine.com\/wp-content\/uploads\/2024\/04\/learning-environment-edited.png\" alt=\"\" class=\"wp-image-290\"\/><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-contrast-background-color has-background has-global-padding is-layout-constrained wp-block-group-is-layout-constrained wp-container-1 is-position-sticky\" style=\"margin-top:0;margin-bottom:0;padding-bottom:var(--wp--preset--spacing--r-base)\">\n<div class=\"wp-block-buttons alignwide is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-a89b3969 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-tertiary has-dimension-x-small\"><a class=\"wp-block-button__link has-base-color has-text-color has-link-color wp-element-button\" href=\"#create\"><strong><strong>Create an Accoun<\/strong><\/strong>t<\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-tertiary has-dimension-x-small\"><a class=\"wp-block-button__link has-base-color has-text-color has-link-color wp-element-button\" href=\"#migrate\"><strong><strong>Migrate from Sage 50<\/strong><\/strong><\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-tertiary has-dimension-x-small\"><a class=\"wp-block-button__link has-base-color has-text-color has-link-color wp-element-button\" href=\"#business\"><strong>B<\/strong>usiness Settings<\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-tertiary has-dimension-x-small\"><a class=\"wp-block-button__link has-base-color has-text-color has-link-color wp-element-button\" href=\"#customize\"><strong><strong>Customize Invoices<\/strong><\/strong><\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-tertiary has-dimension-x-small\"><a class=\"wp-block-button__link has-base-color has-text-color has-link-color wp-element-button\" href=\"#default\"><strong><strong>Default Setting<\/strong>s<\/strong><\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-tertiary has-dimension-x-small\"><a class=\"wp-block-button__link has-base-color has-text-color has-link-color wp-element-button\" href=\"#chart\"><strong><strong>Chart of Accounts<\/strong><\/strong><\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-tertiary has-dimension-x-small\"><a class=\"wp-block-button__link has-base-color has-text-color has-link-color wp-element-button\" href=\"#opening\"><strong><strong>Opening Balances<\/strong><\/strong><\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-tertiary has-dimension-x-small\"><a class=\"wp-block-button__link has-base-color has-text-color has-link-color wp-element-button\" href=\"#items\"><strong><strong><strong>Items, Customers and Vendors<\/strong><\/strong><\/strong><\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignwide has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" id=\"create\">\n<h3 class=\"wp-block-heading has-text-align-center has-r-xl-font-size\" style=\"margin-top:0;margin-bottom:0\">Create an Account<\/h3>\n\n\n\n<h4 class=\"wp-block-heading has-text-align-center has-r-s-font-size\" style=\"margin-top:0;margin-bottom:var(--wp--preset--spacing--r-base)\">You can get full access to Sage Accounting, upgrade or cancel at any time. No long- term contracts, commitments, or hidden fees. Ready to sign up? Watch the video to find out how.<\/h4>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-fb401733 wp-block-columns-is-layout-flex has-1-columns\" style=\"padding-right:var(--wp--preset--spacing--6-xl);padding-left:var(--wp--preset--spacing--6-xl)\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"padding-right:var(--wp--preset--spacing--6-xl);padding-left:var(--wp--preset--spacing--6-xl)\">\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\" style=\"margin-right:var(--wp--preset--spacing--6-xl);margin-left:var(--wp--preset--spacing--6-xl)\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Sage Accounting - How to sign up for Sage Accounting (Canada)\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/j4nxilkGxcI?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-mercury-background-color has-background has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" id=\"migrate\" style=\"padding-top:0;padding-bottom:0\">\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-90197917 wp-block-columns-is-layout-flex has-2-columns\" style=\"padding-top:var(--wp--preset--spacing--xl)\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image alignright size-large is-resized has-custom-border\"><img decoding=\"async\" src=\"https:\/\/sageu.com\/global\/images\/rebrand\/Photography\/Professional_Services_AdAgency_Midsize_Business_JPG\/1920x1080\/BrandShootLDN_Dec2021_ProfServs_AA0043.jpg\" alt=\"\" style=\"border-radius:20px;width:519px;height:auto\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading has-text-align-left\" style=\"margin-top:0;margin-bottom:var(--wp--preset--spacing--xs)\">Migrating from Sage&nbsp;50<\/h2>\n\n\n\n<p class=\"has-text-align-left has-r-m-font-size wp-block-paragraph\" style=\"margin-top:0;margin-bottom:var(--wp--preset--spacing--r-base)\"><strong>Getting ready to migrate from Sage 50 to Sage Accounting? These three videos will guide you through the seamless process. If you are starting, these steps are not needed.<\/strong><\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex has-3-columns\">\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\"><svg class=\"wp-block-tenup-icon\" style=\"width: 72px; height: 72px;\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xml:space=\"preserve\" viewBox=\"0 0 90 90\"><path d=\"M78 90H24c-1.7 0-3-1.3-3-3s1.3-3 3-3h54c3.3 0 6-2.7 6-6V12c0-3.3-2.7-6-6-6H12c-3.3 0-6 2.7-6 6v66c0 3.3 2.7 6 6 6 1.7 0 3 1.3 3 3s-1.3 3-3 3C5.4 90 0 84.6 0 78V12C0 5.4 5.4 0 12 0h66c6.6 0 12 5.4 12 12v66c0 6.6-5.4 12-12 12m-3-24H57c-1.7 0-3-1.3-3-3s1.3-3 3-3h15V30H57c-1.7 0-3-1.3-3-3s1.3-3 3-3h18c1.7 0 3 1.3 3 3v36c0 .8-.3 1.6-.9 2.1s-1.3.9-2.1.9m-30 0c-.8 0-1.6-.3-2.1-.9S42 63.8 42 63v-2.8c-4-.6-6.9-4-7.1-8 0-1.6 1.3-3 3-3 1.6 0 3 1.3 3 2.9 0 .7.5 2.4 4.1 2.4 1.9.2 3.6-1 4.1-2.8.2-.9.1-1.8-.3-2.6-1-.9-2.4-1.3-3.7-1.1-3 .2-6-1-8.1-3.2-1.6-2.1-2.3-4.7-2-7.4.4-3.8 3.3-6.9 7.1-7.6v-2.9c0-1.7 1.3-3 3-3s3 1.3 3 3v2.8c3.9.7 6.9 4 7.1 8 0 1.7-1.3 3-3 3s-3-1.3-3-3c0-.6-.5-2.3-4.1-2.3-3.4 0-4 1.8-4.1 2.6-.2 1 0 2 .6 2.9 1 .8 2.2 1.2 3.5 1.1 3.2-.3 6.4 1 8.5 3.4 1.5 2.2 2.1 4.9 1.4 7.5-.8 3.5-3.4 6.3-6.9 7.1v3c0 .8-.3 1.6-.9 2.1s-1.4.9-2.2.9m-12 0H15c-.8 0-1.6-.3-2.1-.9S12 63.8 12 63V27c0-1.7 1.3-3 3-3h18c1.7 0 3 1.3 3 3s-1.3 3-3 3H18v30h15c1.7 0 3 1.3 3 3s-1.3 3-3 3m-6-9h-3c-1.7 0-3-1.3-3-3s1.3-3 3-3h3c1.7 0 3 1.3 3 3s-1.3 3-3 3m39-18h-3c-1.7 0-3-1.3-3-3s1.3-3 3-3h3c1.7 0 3 1.3 3 3s-1.3 3-3 3\"\/><\/svg>\n\n\n<h4 class=\"wp-block-heading has-text-align-center has-r-s-font-size\" style=\"margin-top:0;margin-bottom:var(--wp--preset--spacing--xs)\">Preparation<\/h4>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\" style=\"margin-top:0;margin-bottom:0\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Sage Accounting - Migration from Sage 50 - Overview and Preparation Steps (Canada)\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/BySIPd-bNLA?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\"><svg class=\"wp-block-tenup-icon\" style=\"width: 72px; height: 72px;\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 90 90\"><path d=\"M78 90H24a3 3 0 0 1 0-6h54a6.007 6.007 0 0 0 6-6V12a6.007 6.007 0 0 0-6-6H12a6.007 6.007 0 0 0-6 6v66a6.007 6.007 0 0 0 6 6 3 3 0 0 1 0 6C5.375 89.992.008 84.625 0 78V12C.008 5.375 5.375.008 12 0h66c6.625.008 11.992 5.375 12 12v66c-.008 6.625-5.375 11.992-12 12M54 72a3 3 0 0 1-2.121-.879l-9-9A2.98 2.98 0 0 1 42 60.008v-.016c0-.793.316-1.554.879-2.113l9-9a3.003 3.003 0 0 1 4.23.012 3.003 3.003 0 0 1 .012 4.23L52.242 57H57c6.629 0 12-5.371 12-12s-5.371-12-12-12a3 3 0 0 1 0-6c9.941 0 18 8.059 18 18s-8.059 18-18 18h-4.758l3.88 3.879a3 3 0 0 1 .648 3.27A2.99 2.99 0 0 1 54 72m-21-9c-9.941 0-18-8.059-18-18s8.059-18 18-18h4.758l-3.88-3.879a3 3 0 0 1 4.243-4.242l9 9A2.98 2.98 0 0 1 48 29.992v.016a2.98 2.98 0 0 1-.879 2.113l-9 9a3.003 3.003 0 0 1-4.23-.012 3.003 3.003 0 0 1-.012-4.23L37.758 33H33c-6.629 0-12 5.371-12 12s5.371 12 12 12a3 3 0 0 1 0 6m0 0\"\/><\/svg>\n\n\n<h4 class=\"wp-block-heading has-text-align-center has-r-s-font-size\" style=\"margin-top:0;margin-bottom:var(--wp--preset--spacing--xs)\">Migrating Data<\/h4>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\" style=\"margin-top:0;margin-bottom:0\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Sage Accounting - Migration from Sage 50 - Migrating Sage 50 Data (Canada)\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/5MvxyD6VpKE?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\"><svg class=\"wp-block-tenup-icon\" style=\"width: 72px; height: 72px;\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xml:space=\"preserve\" viewBox=\"0 0 90 90\"><path d=\"M78 90H24c-1.7 0-3-1.3-3-3s1.3-3 3-3h54c3.3 0 6-2.7 6-6V12c0-3.3-2.7-6-6-6H12c-3.3 0-6 2.7-6 6v66c0 3.3 2.7 6 6 6 1.7 0 3 1.3 3 3s-1.3 3-3 3C5.4 90 0 84.6 0 78V12C0 5.4 5.4 0 12 0h66c6.6 0 12 5.4 12 12v66c0 6.6-5.4 12-12 12M66 78c-1.2 0-2.3-.7-2.8-1.9L58 63H32l-5.2 13.1c-.4 1-1.3 1.7-2.4 1.9s-2.1-.3-2.8-1.1-.8-2-.4-3L25.6 63H21c-3.3 0-6-2.7-6-6v-6.1c0-2.7 1.2-5.3 3.4-7l12.8-10.2c.6-.5 1.4-.7 2.3-.6.8.1 1.5.5 2 1.2l6.9 9.2L52.8 33H48c-1.7 0-3-1.3-3-3s1.3-3 3-3h12c.7 0 1.4.3 2 .7.2.1.3.3.4.4.4.5.6 1 .6 1.6v12.2c0 1.7-1.3 3-3 3s-3-1.3-3-3v-4.8l-12.9 13c-.6.6-1.5.9-2.3.9-.9-.1-1.7-.5-2.2-1.2l-7.1-9.5-10.3 8.3c-.8.5-1.2 1.4-1.2 2.3V57h48V21H21v15c0 1.7-1.3 3-3 3s-3-1.3-3-3V21c0-3.3 2.7-6 6-6h48c3.3 0 6 2.7 6 6v36c0 3.3-2.7 6-6 6h-4.6l4.4 10.9c.4.9.3 2-.3 2.8S67 78 66 78\"\/><\/svg>\n\n\n<h4 class=\"wp-block-heading has-text-align-center has-r-s-font-size\" style=\"margin-top:0;margin-bottom:var(--wp--preset--spacing--xs)\">Importing<\/h4>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\" style=\"margin-top:0;margin-bottom:0\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Sage Accounting - Migration from Sage 50 - Importing Sage 50 Data (Canada)\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/t1hfjgKHPQA?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-contrast-background-color has-background has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" id=\"business\">\n<div class=\"wp-block-columns has-contrast-background-color has-background is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex has-2-columns\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h3 class=\"wp-block-heading has-text-align-left has-base-color has-text-color has-link-color has-r-xl-font-size wp-elements-3c128eb51a2918b55a1919eba0d90ba8\" style=\"margin-top:0;margin-bottom:0\">Review and Update Business&nbsp;Settings<\/h3>\n\n\n\n<p class=\"has-base-color has-text-color has-link-color wp-elements-2084bef90487b07975c1eb25788b1779 wp-block-paragraph\">Review or modify all your business settings for <strong>Sage Accounting<\/strong> on your <strong>Business Settings<\/strong> page. Here you can alter your business preferences, document settings, financial settings, customize accounting, and enter opening balances for the customer, bank, vendor, or general ledger.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/sageu.com\/en-ca\/products\/SageAccounting\/Review_and_Update_Business_Settings.gif\" alt=\"\" style=\"width:436px;height:auto\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" src=\"http:\/\/sageu.com\/global\/images\/rebrand\/Expressions\/Solution_SageExpressions-2.gif\" alt=\"\" style=\"width:516px;height:auto\"\/><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-mercury-background-color has-background has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" id=\"customize\" style=\"padding-top:0;padding-bottom:var(--wp--preset--spacing--2-xl)\">\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-90197917 wp-block-columns-is-layout-flex has-2-columns\" style=\"padding-top:var(--wp--preset--spacing--xl)\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image alignright size-large is-resized has-custom-border\"><img decoding=\"async\" src=\"https:\/\/sageu.com\/global\/images\/rebrand\/Photography\/Professional_Services_AdAgency_Midsize_Business_JPG\/1920x1080\/BrandShootLDN_Dec2021_ProfServs_AA0043.jpg\" alt=\"\" style=\"border-radius:20px;width:519px;height:auto\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading has-text-align-left\" style=\"margin-top:0;margin-bottom:var(--wp--preset--spacing--xs)\">Customize Invoices<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Add a <strong>company logo<\/strong> to your documents and select any available template layout.<br><br>First, click Settings, then click Templates and Logos.<br><br>Edit the way your invoices look and add your logo, then click Save.<br><br>Next, On the Settings menu, click Document Preferences.<br><br>Finally, Review and edit the information that appears on your invoices, then click Save. <\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-contrast-background-color has-background has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" id=\"default\">\n<div class=\"wp-block-columns has-contrast-background-color has-background is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex has-2-columns\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h3 class=\"wp-block-heading has-text-align-left has-base-color has-text-color has-link-color has-r-xl-font-size wp-elements-f077523c798708712c735d2edee5fd68\" style=\"margin-top:0;margin-bottom:0\">Review Default Settings<\/h3>\n\n\n\n<p class=\"has-base-color has-text-color has-link-color wp-elements-bb50235d44718107f3735bbef33f1a17 wp-block-paragraph\">Within your <strong>Business Settings<\/strong> page, you can change the defaults used when creating contact records and transactions in Sage Accounting. These settings are under <strong>Record and transaction settings<\/strong>. You can set defaults for your sales to customers. You can also set defaults for your purchases from vendors, payments &amp; receipts, products &amp; services, and accounting settings. Note: These defaults can be overridden on individual sales if you like.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/sageu.com\/en-ca\/products\/SageAccounting\/Review_Default_Settings.gif\" alt=\"\" style=\"width:436px;height:auto\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/sageu.com\/global\/images\/rebrand\/Expressions\/Sun_SageExpressions-2.gif\" alt=\"\" style=\"width:516px;height:auto\"\/><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-mercury-background-color has-background has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" id=\"chart\" style=\"padding-top:var(--wp--preset--spacing--r-2-xl);padding-bottom:var(--wp--preset--spacing--r-2-xl)\">\n<h2 class=\"wp-block-heading has-text-align-center\" style=\"margin-top:0;margin-bottom:var(--wp--preset--spacing--xs)\">Review Chart of Accounts<\/h2>\n\n\n\n<p class=\"has-text-align-center has-s-font-size wp-block-paragraph\" style=\"margin-top:0;margin-bottom:var(--wp--preset--spacing--r-base)\">Within your <strong>Business Settings<\/strong> page, you will a find a subsection called <strong>Chart of Accounts<\/strong> under your <strong>Financial Settings<\/strong> 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.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignwide has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" id=\"opening\">\n<h3 class=\"wp-block-heading has-text-align-center has-r-xl-font-size\" style=\"margin-top:0;margin-bottom:0\">Enter Opening Balances<\/h3>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\" style=\"margin-top:0;margin-bottom:0\"><strong>Opening balances<\/strong> represent the financial position of your company on the day before you start using <strong>Sage Accounting<\/strong>. You can enter opening balances for: Outstanding customer transactions, Outstanding vendor transactions, Bank account balances, General ledger trial balance values.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Enter your opening balances by following these steps:<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"is-style-inline-border-image wp-block-list-item\">Under Opening Balances, click General Ledger.<\/li>\n\n\n\n<li class=\"is-style-inline-border-image wp-block-list-item\">Verify that the date is correct.<\/li>\n\n\n\n<li class=\"wp-block-list-item\">Enter a reference for your opening balances. <\/li>\n\n\n\n<li class=\"wp-block-list-item\">Enter the remainder of your trial balance as follows:\n<ul class=\"wp-block-list\">\n<li class=\"wp-block-list-item\">a. Ledger Account. Select the account for which you are entering an opening balance.<\/li>\n\n\n\n<li class=\"wp-block-list-item\">b. Details. Enter additional details as needed.<\/li>\n\n\n\n<li class=\"wp-block-list-item\">c. Debit. If the trial balance shows a debit value, enter it here.<\/li>\n\n\n\n<li class=\"wp-block-list-item\">d. Credit. If the trial balance shows a credit balance, enter it here.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li class=\"wp-block-list-item\">Repeat these steps until you have entered all values from your trial balance. <\/li>\n\n\n\n<li class=\"wp-block-list-item\">Verify that the opening balances entered match those on your trial balance. to finalize your journal entry. <\/li>\n\n\n\n<li class=\"wp-block-list-item\">Click Save.<\/li>\n<\/ol>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-mercury-background-color has-background has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" id=\"items\" style=\"padding-top:var(--wp--preset--spacing--r-2-xl);padding-bottom:var(--wp--preset--spacing--r-2-xl)\">\n<h3 class=\"wp-block-heading has-text-align-center has-r-xl-font-size\" style=\"margin-top:0;margin-bottom:0\">Set up items, customers and vendors<\/h3>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\" style=\"margin-top:0;margin-bottom:0\">If you will be tracking <strong>items, customers, and vendors<\/strong> in <strong>Sage Accounting<\/strong>, follow these steps to get started.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Enter a new item by following these steps:<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"is-style-inline-border-image wp-block-list-item\">Click&nbsp;<img decoding=\"async\" class=\"\" src=\"https:\/\/sageu.com\/en-ca\/images\/sageaccounting_gs_productservice_button.png\" alt=\"Products and Services option\">&nbsp;from the menu bar.<\/li>\n\n\n\n<li class=\"is-style-inline-border-image wp-block-list-item\">Click&nbsp;<img decoding=\"async\" class=\"\" src=\"https:\/\/sageu.com\/en-ca\/images\/sageaccounting_dl_green_newitem_button.png\" alt=\"new item button\">.<\/li>\n\n\n\n<li class=\"wp-block-list-item\">Complete a section.<br><img decoding=\"async\" class=\"\" src=\"https:\/\/sageu.com\/en-ca\/images\/sageaccounting_gs_createanitem.png\" alt=\"create an item screen\"><\/li>\n\n\n\n<li class=\"wp-block-list-item\">Enter the price of the items that you sell in the \u201cI Sell This Item\u201d section. Make sure to select the correct sales account.<img decoding=\"async\" class=\"\" src=\"https:\/\/sageu.com\/en-ca\/images\/sageaccounting_gs_isellthisitem.png\" alt=\"I Sell This Item\"><\/li>\n\n\n\n<li class=\"wp-block-list-item\">If the row is for a credit value, enter the value here and leave the debit as 0.00.<br><img decoding=\"async\" class=\"\" src=\"https:\/\/sageu.com\/en-ca\/images\/sageaccounting_journalentry_image4.png\" alt=\"enter amount\"><\/li>\n\n\n\n<li class=\"is-style-inline-border-image wp-block-list-item\">Click&nbsp;<img decoding=\"async\" class=\"\" src=\"https:\/\/sageu.com\/en-ca\/images\/sageaccounting_dl_green_save_button.png\" alt=\"save button\">&nbsp;to finalize your journal entry.<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">Enter a new customer by following these steps:<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"is-style-inline-border-image wp-block-list-item\">Under  <img decoding=\"async\" class=\"\" src=\"https:\/\/sageu.com\/en-ca\/images\/sageaccounting_gs_contacts_button-2.png\" alt=\"customers option\">from the menu bar <img decoding=\"async\" class=\"\" src=\"https:\/\/sageu.com\/en-ca\/images\/sageaccounting_gs_customers_button.png\" alt=\"customers button\">.<\/li>\n\n\n\n<li class=\"is-style-inline-border-image wp-block-list-item\">Then select <img decoding=\"async\" class=\"\" src=\"https:\/\/sageu.com\/en-ca\/images\/sageaccounting_gs_green_newcustomer_button.png\" alt=\"new customers button\">.<\/li>\n\n\n\n<li class=\"wp-block-list-item\">Complete the Create a new customer screen.<br><img decoding=\"async\" class=\"\" src=\"https:\/\/sageu.com\/en-ca\/images\/sageaccounting_gs_createanewcustomer.png\" alt=\"create customers screen\"><\/li>\n\n\n\n<li class=\"is-style-inline-border-image wp-block-list-item\">Then click, <img decoding=\"async\" class=\"\" src=\"https:\/\/sageu.com\/en-ca\/images\/sageaccounting_dl_green_save_button.png\" alt=\"save button\">.<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">Enter a new customer by following these steps:<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"is-style-inline-border-image wp-block-list-item\">Under <img decoding=\"async\" class=\"\" src=\"https:\/\/sageu.com\/en-ca\/images\/sageaccounting_gs_contacts_button-2.png\" alt=\"vendors option\"> from the menu bar <img decoding=\"async\" class=\"\" src=\"https:\/\/sageu.com\/en-ca\/images\/sageaccounting_dl_vendors_button.png\" alt=\"vendors button\">.<\/li>\n\n\n\n<li class=\"is-style-inline-border-image wp-block-list-item\">Then select <img decoding=\"async\" class=\"\" src=\"https:\/\/sageu.com\/en-ca\/images\/sageaccounting_gs_green_newvendor_button.png\" alt=\"new vendor button\">.<\/li>\n\n\n\n<li class=\"wp-block-list-item\">Complete the Create a new customer screen.<br><img decoding=\"async\" class=\"\" src=\"https:\/\/sageu.com\/en-ca\/images\/sageaccounting_gs_createanewvendorn.png\" alt=\"create vendor screen\"><\/li>\n\n\n\n<li class=\"is-style-inline-border-image wp-block-list-item\">Then click, <img decoding=\"async\" class=\"\" src=\"https:\/\/sageu.com\/en-ca\/images\/sageaccounting_dl_green_save_button.png\" alt=\"save button\">.<\/li>\n<\/ol>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-mercury-background-color has-background has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" id=\"ready\" style=\"padding-top:var(--wp--preset--spacing--r-2-xl);padding-bottom:var(--wp--preset--spacing--r-2-xl)\">\n<h2 class=\"wp-block-heading has-text-align-center\">Ready to go further?<\/h2>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\">View our Daily Transactions with Sage Accounting page.<\/h3>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-c3d5205c wp-block-buttons-is-layout-flex\" style=\"margin-top:0;margin-bottom:0\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/sageu.com\/en-ca\/training\/sageaccounting\/daily-transactions\/\"><em>Daily Transactions with Sage Accounting<\/em><\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-base-color has-contrast-background-color has-text-color has-background has-link-color wp-elements-2845b656f6e91b511d2f0527a9c6cb09 has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" id=\"support\" style=\"margin-top:0;margin-bottom:0;padding-top:var(--wp--preset--spacing--4-xl);padding-bottom:var(--wp--preset--spacing--4-xl)\">\n<h2 class=\"wp-block-heading has-text-align-center has-r-xl-font-size\" style=\"font-style:normal;font-weight:700\">Need training? Have questions? Want guidance? We&#8217;re here to help.<\/h2>\n\n\n\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex has-2-columns\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"has-shadow wp-block-group is-style-rounded has-global-padding is-layout-constrained wp-container-core-group-is-layout-9d79bedb wp-block-group-is-layout-constrained\" style=\"box-shadow: 10px 10px 50px rgba(0, 41, 64, 0.12); padding-top:var(--wp--preset--spacing--m);padding-right:var(--wp--preset--spacing--m);padding-bottom:var(--wp--preset--spacing--m);padding-left:var(--wp--preset--spacing--m)\">\n<div class=\"wp-block-columns is-not-stacked-on-mobile is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex has-2-columns\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:12%\"><svg class=\"wp-elements-d9154f25269f41c9cfcf6285fe3c57f8 wp-block-tenup-icon has-text-color has-jade-brilliant-light-color\" style=\"width: ; height: ;\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xml:space=\"preserve\" viewBox=\"0 0 90 90\"><path d=\"M78 90H12C5.4 90 0 84.6 0 78V12C0 5.4 5.4 0 12 0h51c5 0 9 4 9 9s-4 9-9 9H27c-.9 0-1.7.4-2.3 1.1s-.8 1.6-.7 2.5c.4 1.5 1.7 2.5 3.3 2.5H36c5 0 9 4 9 9v3h18c1.7 0 3 1.3 3 3s-1.3 3-3 3H24v18c0 .5.2 12 9 12h18c8.9 0 9-11.5 9-12 0-1.7 1.3-3 3-3s3 1.3 3 3c0 1-.1 2-.2 3h.2c3.3 0 6-2.7 6-6s-2.7-6-6-6h-3c-1.7 0-3-1.3-3-3s1.3-3 3-3h3c6.6 0 12 5.4 12 12s-5.4 12-12 12h-1.9c-2 5.5-7.3 9.1-13.1 9H33c-11.9 0-15-11.8-15-18V42c0-3.3 2.7-6 6-6h15v-3c0-1.7-1.3-3-3-3h-8.7c-4.5.1-8.4-3.1-9.2-7.5-.4-2.6.3-5.3 2-7.3S24.4 12 27 12h36c1.7 0 3-1.3 3-3s-1.3-3-3-3H12c-3.3 0-6 2.7-6 6v66c0 3.3 2.7 6 6 6h66c3.3 0 6-2.7 6-6V12c0-3.3-2.7-6-6-6-1.7 0-3-1.3-3-3s1.3-3 3-3c6.6 0 12 5.4 12 12v66c0 6.6-5.4 12-12 12\"\/><\/svg><\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:88%\">\n<h2 class=\"wp-block-heading has-r-m-font-size\">Inquire<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:0;margin-bottom:var(--wp--preset--spacing--r-base)\">Join industry peers, certified partners, and Sage pros online 24\/7 in the Community Hub &#8211; the best place to ask questions and share product experiences, tips, and tricks.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\" style=\"margin-top:0;margin-bottom:0\">\n<div class=\"wp-block-button is-style-outline has-enhanced-hover is-style-outline--2\"><a class=\"wp-block-button__link wp-element-button\"><em>Visit Community Hub<\/em><\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"has-shadow wp-block-group is-style-rounded has-global-padding is-layout-constrained wp-container-core-group-is-layout-9d79bedb wp-block-group-is-layout-constrained\" style=\"box-shadow: 10px 10px 50px rgba(0, 41, 64, 0.12); padding-top:var(--wp--preset--spacing--m);padding-right:var(--wp--preset--spacing--m);padding-bottom:var(--wp--preset--spacing--m);padding-left:var(--wp--preset--spacing--m)\">\n<div class=\"wp-block-columns is-not-stacked-on-mobile is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex has-2-columns\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:12%\"><svg class=\"wp-elements-d9154f25269f41c9cfcf6285fe3c57f8 wp-block-tenup-icon has-text-color has-jade-brilliant-light-color\" style=\"width: ; 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To go further, view our&nbsp;Daily Transactions with Sage Accounting&nbsp;page. Create an Account You can get full access to Sage Accounting, upgrade or cancel at any time. No long- term contracts, [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":0,"parent":23,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_sageu_show_background_image":true,"footnotes":""},"class_list":["post-25","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Get started with Sage Accounting<\/title>\n<meta name=\"description\" content=\"Get started with Sage Accounting at Sage University. This comprehensive training covers everything from creating accounts to customizing invoices and setting up opening balances. 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