Training course

Sage Accounts Level 1

We offer Sage training on a private course basis. Private Sage training is tailored to meet your own needs and can be delivered using a backup of your own Sage system, this ensures that the training is relevant to your own organisation.

Training can be delivered using our tutor-led virtual classroom option or we can come to your site. Please contact us for a quote.

This course introduces the Sage Accounting program, and is ideal for those with a small amount of book keeping / financial knowledge, but who are new to Sage. It covers the basics of how Sage works, along with all of the day to day transactions which you are likely to come across when using Sage Accounts programs day to day.

  • 1 Day
  • Online or in person
  • Private courses available
Download outline (PDF)

Course Objectives

  • Be confident in navigating around the Sage 50 Accounts program.
  • Understand the Sales, Purchase and Nominal Ledgers within Sage, and how these work together.
  • Set up records within Sage Accounts.
  • Process day to day transactions within Sage Accounts, including: Sales Invoices and Receipts, Purchase Invoices and Payments; Bank and Cash transactions.
  • Produce standard reports from Sage Accounts, including: VAT returns and reports, Aged debtor and creditor reports, Profit and Loss and Balance Sheet reports.

Prerequisites

  • Although knowledge of book - keeping / accounting terminology and manual double entry is not specifically necessary to use Sage Accounts, a basic understanding is helpful and attendance of the introductory course 'Sage Book Keeping - Overview and Introduction' would be recommended for those with no experience of financial systems at all.
  • This course assumes basic knowledge of computer use - using a keyboard and mouse, left and right clicks, basic knowledge of Windows etc.

Included

  • Lunch and refreshments when training is delivered at our training venues
  • Comprehensive course materials and exercises

Course content Back to top

  1. Setting Up Sage Accounts
    Installation and Setup (overview)
    Setting your Financial Year
    Setting your VAT scheme
    Tax Codes (overview)
  2. General Navigation
    Finding your way around Sage Accounts
  3. The Company Module
    The Nominal Ledger
    Customising your Nominal Ledger
    The Chart of Accounts
    The Financials module
  4. Working with Customers
    Setting up Customer records
    Setting up Customer Defaults
    Creating Invoices and Credits to print
    Entering Invoices and Credits (printed on a different system)
    Receiving money from customers
  5. Working with Suppliers
    Setting up Supplier Records
    Setting up Supplier Defaults
    Entering Supplier Invoices and Credits
    Paying Suppliers
  6. The Bank module
    Setting up Bank Accounts
    Making payments where there is no invoice
    Receiving money where there is no invoice
    Direct Debits and Standing Orders
    Bank Reconciliation
  7. The VAT Return
    Running a VAT Return
    Checking and Reconciling the VAT Return
    VAT Reports
  8. Further information
    Although not covered in depth further information is provided on Reporting within Sage Accounts, Data Integrity (Checking data & backing up), and Error Corrections.

Training a team?

Run this course privately, on your dates

  • Private Flexible course content, flexible training date(s), flexible location(s), variable course length, private to your organisation - Courses can be held at one of our training venues or at another location convenient to you. Training can be set over a number of days or weeks to allow for practice time between training sessions.
  • Bespoke Bespoke private training can be based on an existing course or a number of lessons taken from several courses, we can also write bespoke courses for you based on your in-house systems or development program.
  • Virtual These courses can be attended from anywhere.

What delegates say Back to top

Which part of the course did you find particularly valuable

“All valuable as I had not used Software before”
N.R., Ngps

Which part of the course did you find particularly valuable

“I found the whole course very valuable, I had no previous knowledge of sage and the trainer was very patient and explained the course in great detail”
N.D., Newcastle Gp Services

Following this training what are you going to do differently

“I have not used Sage before, so this has given be a good insight of what it’s about. I will be able to start using it feeling a bit more confident.”
E.M., Newcastle Gp Services
“I found all the information useful and was able to follow all instructions given to me.”
E.M., Newcastle Gp Services
“I found it valuable being taken through all the different sections in each module.”
E.M., Newcastle Gp Services
“Great teaching, tailored to my requirements as I already had some knowledge”
B.E., Nordem Ltd
“I have many new skills within the software that I will use on a daily basis”
B.E., Nordem Ltd
“Looking forward to trying some of the things I’ve learned”
M.L., Healthwatch North Tyneside, Excel Level 2

Following this training what are you going to do differently

“I will set out my training plans more efficiently”
D.C., Thermo Fisher Scientific, Train the Trainer
“Very friendly tutor”
E.R., Cntw, Adobe InDesign Level 1

Which part of the course did you find particularly valuable

“All of the course. A lot of these are tips that I will use every now and then, and some i.e. quick paths are ones I will begin using regularly.”
C., Gachet, Managing your Inbox using Microsoft Outlook

Any other comments or recommendations

“The trainer is very informative and patient”
D.S., Home Office, Excel Level 3
“The trainer was fabulous at explaining and very patient.”
J.M., James Jones and Son Ltd, Excel Level 2
“Great location very accessible”
I.M., Redefining PowerPoint Design Create and Present with Impact
“Very good useful course. Trainer was brilliant and I wasn’t scared to ask her to show me how to do different parts again.”
A.M., James Jones, Excel Level 2

Following this training what are you going to do differently

“I shall start using it more often as I have been using the H Drive.”
J.F., London Borough Of Merton, SharePoint and Teams Overview

Which part of the course did you find particularly valuable

“I found the information on bookmarks and page navigation to be particularly helpful. I had previously used Power BI however as I was self taught I had never explored this before. I also found the terminology to be very useful, for example 39Content Pack39 it is important to work to the true standards after all.”
J.I., Nhs Bsa, Microsoft Power BI Desktop
“Great introduction to a piece of software I’ve not used before”
N.L., Imperial College Healthcare Trust, Prezi Creating Professional Presentations

Following this training what are you going to do differently

“I made a lot of notes based on the useful tips the trainer shared, it will certainly assist with improving sharing schedules with clients, especially where client driven delays are experienced.”
L.A., Tekmar, Microsoft Project Essentials

Which part of the course did you find particularly valuable

“Every section of the course was very useful, explained very well. I particularly found useful the gradient and text wrapping bits, as well as setting up styles and contents pages”
M.W., Robertson Construction, Adobe InDesign Level 1
“I now understand how to use PowerBi and feel confident that I will be able to create my reports through this system”
P.H., Northern Powergrid, Microsoft Power BI Desktop

Which part of the course did you find particularly valuable

“The macro and pivot functions”
S.B., Gsk, Excel Level 3

Other courses in this series Back to top

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Please contact us to discuss your Sage Accounts Level 1 course, we have many solutions available to ensure you receive the best training possible.

Your Sage course can be delivered online or in-person. You can choose your learning path and delivery style. Learn in-person or online with our virtual classrooms. Your course can be delivered online, at your office or at one of our training venues, it's your choice. Small course sizes. Course materials included. Flexible Sage Accounts Level 1 course content. Expert trainers and tried & tested training methods. Many course materials available online using your personal training account. You can master Sage, please contact us to book a place or get a quote for your Sage Accounts Level 1 course.

Sage is a registered trademark of Sage PLC Sage Accounts Introduction training courses, Durham, Washington, Newcastle, North East England
IT Training Solutions Ltd
Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
ittrainingsolutions.co.uk
Printed: 10/25/2026 2:16:09 AM