Accountant and bookkeeper set up guide

 

Introduction to Client Management

Find out about Client Management's main features and user interface.

     

Set up your practice in Client Management

  1. Set up and manage users
  2. Add clients
  3. Add subscriptions to clients
  4. Manage your practice subscriptions
  5. Manage your business account
 

Set up your clients with Sage Accounting

  1. Review or import Chart of Accounts
  2. Enter opening balances from your trial balance
  3. Create or import customer or supplier contacts
  4. Enter or import customer or supplier opening balances

  5. Set up bank account and opening balances
  6. Set up AutoEntry in Sage Accounting
  7. Run trial balance and set the lock date
     

Get started with Sage University (opens in a new window or tab)

Learn more about Sage University, your Sage training resource.

 

Get your clients started with Sage Accounting

Take a look at these articles on Sage Accounting to help your clients get up and running.