Sage Accounting Tutorial Pdf

[Lavonna Baldree]

Areyou new to Sage 50? This section introduces the basic features of Sage 50 Complete Accounting. If you have not yet installed Sage 50, begin by referring to the apporpriate Installation topic in the Software section of this Learning Center.

In this section you will use the sample company, Bellwether Garden Supply, to familiarize yourself with the layout of the main window in Sage 50 and learn how to enter basic information into Sage 50, including how to change some global options in Sage 50. You will find out how to create a new company, set the system date in Sage 50 and change accounting periods. You are then shown how to amend your chart of accounts to match your business needs and then enter the beginning balances of these accounts. How to enter a transaction using the general journal is also covered, which is useful for when you record adjusting entries. Finally, you will discover a whole world of information at your fingertips with the reporting functions in Sage 50.

For a brief introduction to the features available in Sage 50 you may find it useful to watch the video tutorial below. An additional video tutorial demonstrating how to create a new company in Sage 50 is provided on the Create a new company page in this Learning Center.

The topics covered in this introductory section are summarized in the Key Topics list below. To view our step-by-step instructions and screen illustrations of a particular topic, just click on that topic link now.

This topic shows you how to modify the default settings that determine how data is displayed in Sage 50. In particular, you will learn how to use the Global Options functionality to display general ledger account fields in various task windows.

Whether you are setting up your chart of accounts for the first time or just need to make a small change to match your business' changing needs, this topic shows you how to add, modify or delete a general ledger account from your chart of accounts.

If you are transferring your existing accounting records from another accounting system into Sage 50 for the first time, after setting up your chart of accounts you will need to enter the beginning balances of the accounts into Sage 50. This topic shows you how!

I am a senior developer who is VERY new to Sage. I haven't ever used it or even seen it. A client wants me to use the SDK to get some very basic invoice and payment information out of Sage 50, but even the "Getting Started" info around here seems a little overwhelming. I only just started reading what's already on the forums and blogs here, but if someone can point me directly to a good how-to tutorial without all the accounting-speak, it would sure save me some time and money. Thanks in advance.

Well the first question you need to answer is which SDK you are planning on using. I'm mostly familiar with the .NET SDK, but if you truly ONLY need read access, maybe you could use the OLEDB/ODBC (AKA Database) SDK. The OLEDB/ODBC SDK actually has the most access of any of the SDK's if you only need to read data.

Being a senior developer, I suspect you're familiar with retrieving data from a database using ODBC (or you could probably talk directly using a Pervasive library). So you could probably get the ball rolling pretty quickly.

If you want to use the .NET SDK, then I think the combination of the the Basic SDK App (should be installed under My Documents\Sage\Sage 50 SDK\.Net Samples\) along with the Quick Start PDF (in the same directory) should get the ball rolling.

Reading data is mostly done through "Factories" built in to the Sage .NET Library you'll include in your project. So, a simple lame example, I want to get a list of all the sales tax codes set up for the company...

The very first time your app tries to access the Sage company, a warning message will pop up in Sage 50 asking for permission (I generally have to restart Sage 50 in order for this message to appear). Once you're granted access you don't need to do this step, until you change and recompile your program or DLL.

I believe you'll need an official key from Sage before you can connect to legitimate Sage 50 Companies (you pass this key when you create the session initially) but without a key you can connect to the dummy/sample companies that are included in a Sage 50 install.

If using the Sage .NET Libraries, the libraries are tied to the specific client year in Sage. It makes things harder for smaller developers. I have 3 separate projects for the same DLL, each one using a specific Sage DLL (we support Sage 2013, 2014 and 2015).

I'm also having difficulty getting started. I tried both the COM SDK (which requires a username and password) and the .NET SDK (which requires an Application ID). I have been round-and-round with tech support and have gotten nowhere fast. They want me to complete a developer application, which requires Silver or Gold membership. I cannot and will not pay the money these memberships require. I've seen documentation that there is a "Complementary" level of membership, but have no clue how to get such membership. Any suggestions on how to get started?

You don't need to have any type of membership in order to fill out the form. Once you've completed it you will be contacted by Sage with the credentials for both API's. Included in the SDK download is sample code that will help you to get up and running.

I am a total newbie with inventory and don't know how to enter all the new products that I bought that I would like to resell. My accountant told me to handle inventory outside Sage but didn't tell me how I should best do that. Plus, it seems that there are inventory features within Sage so I think it might be good to start there. So, to summarize, I have four different products that are going into inventory. Does each of these have to go into their own inventory account? I see accounts for Inventory A, Inventory B, etc. Do I just create new accounts for these to match my new products? Thanks

The easiest way to get an idea how it works is to poke around in the sample file. The best way to really learn how it works, is to take a course. Sage used to supply a basic tutorial on the CD back around 2007, a current printed, spiral bound tutorial is available from Sage.

If you currently have one G/L account for accounting purposes, that's most likely all you will ever need. Create an item code for each distinct (inventory) Product Item, and for each (non-inventory) service Item that you regularly sell at a fixed price.

You could have 20,000 items linked to one G/L account. Multiple G/L inventory G/L accounts create extra work, so avoid them if you don't need them. But if you need them, you need them, so they are shown in the sample data and in the default chart of accounts.

One reason you might need to have items linked to more than one G/L account, is perhaps if your bank allowed 50% of only new items to be used for line-of-credit margin, and allowed nothing for used items.

For items that you buy and sell one time, and within one fiscal year, and will not need to ever locate in Sage 50 again, you can use the Purchase screen to just type in an item code and description, and post the purchase to the COGS G/L account, and do the same in the Sales Invoice screen. But if there's a slip-up, there's no unbilled inventory item to remind you that it wasn't billed out.

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