Book-keeping Software - The Book-keepers Forum (UK)

Shamus · Shamus

Just had a call from IRIS who were trying to figure if there was any software that they provided that I would buy off them. They were asking about Payroll and I said that for the most part I outsource mine (sorry, I find Payroll really boring) but for one small payroll I use 12pay. I was quite surprised at th...

Jacob · Jacob

Hello everyone, My question is about which software should I study now that I finish the AAT level 2 certificate in bookkeeping. Between this 2 software which one could help me to find an entry level job in this field? Is it the Sage 50 Instant a good software to begin? Many thanks Jacob

suekeown · suekeown

I have created invoices in Sage Professional to include our company logo. When I print the invoices, they include the logo, but when I email them the logo isn't there when I open the pdf file it has created. Any help greatly appreciated.

Louie · Louie

My transactions have become mysteriously jumbled. How do I reorganise them in numerical order ?

RuthA · RuthA

I'm looking at options for an integrated or linked bookkeeping and CRM system - looking at Xero, I see that integrates with Capsule CRM. I'm sure I've heard of Capsule before and I wondered if it was on here.....has anyone got any experience of it, specifically how it works with Xero? Or are there any ot...

JaneSpain · JaneSpain

My brother has asked me to do his bookkeeping for him as he's gotten too busy. I'm a Sage girl but he's using Clear Books which I believe is based online. Had a quick gander at the CB website and it looks like its aimed at small businesses. Has anyone here used Clear Books and is it similar to Sage in terms of h...

Sheelagh · Sheelagh

In this case we started using Quickbooks online on 1/7/13 following the completion of the VAT return to 30/6/13 on Quickbooks dektop. Since starting to use QBO we have posted some older transactions ( dated prior to 30/6/13) and I want to include them in the return for the quarter ended 30/9/13. When I...

FoxAccountancyServices · FoxAccountancyServices

Hi everyone Does anyone know how to upgrade Sage 2010 to the latest version which end sin 158? My laptop has crashed, and on reloading Client Manager, it seems to think the version ending in 156 is the latest version. I cant find the link to manually upgrade - its been driving me bonkers!

Nimac · Nimac

Hello All I'm having a few problems issuing customer statements on sage, a few customer accounts return the message " no data was returned for this report, report could not be generated" I tried sageforum but they couldn't help. Does anyone have any ideas or is there an alternative to issu...

choccly-pops · choccly-pops

I hadn't heard of Kashflow until quite recently, but have heard of Quickbooks. Looking at the websites for both of these, they both look very colourful and flashy, but, which one is best? A few potential customers are currently using SAGE, but I plan on then using their office to do their books, rather...

MaryChristina · MaryChristina

Hi everyone, I'm a newly qualified bookkeeper and I'm after some advice about using Quickbooks and Sage software for multiple clients. I've purchased both QB Pro 2013 and Sage 50 and I've completed my ICB computerised Level II so I'm raring to go and have even just secured my first client. I am how...

Samilou67 · Samilou67

Hi all I have been asked to set up a Directors Loan account as a bank account in Sage. Will I need to change the default layout for the accounts if I am using either 1230 or 1240 nominal and how would I do that if it is necessary. Thanks Sam

HW · HW

Hiya I'm relatively new to working with Sage and I'm just wondering which T code I should use for vehicle repairs and servicing and vehicle leasing?

LilyIris · LilyIris

Hello Everyone, Been lurking on here a while but as I'm getting more clients I find this forum more and more useful My newest client uses Quickbooks. Not a system I have used before but a colleague assures me I'll pick it up in no time. My question is, if the client pays for the software and gives me access w...

Newbie66 · Newbie66

Has anyone out there ever tried to file a return using QBO. Am trying to for the first time, but keeps producing the report on a cash basis rather than a accrual. Have tried changing the preferences but nothing seems to work! Any help would be greatly appreciated!

ChrisA · ChrisA

I noticed that cloud companies at the ICB summit yesterday either have or are currently developing online payroll systems A search on the web also showed up a much cheaper offering, www.thepayrollsite.co.uk/ , which has apparently won a number of awards! Does anyone use/have experience of online...

SIMPST · SIMPST

Hi all I've just working for a new client using Sage 50, there was no hand over period and have had a huge back log to get through, I am now slowly winning! I hope you can help with the following - I am using the e-payment option for supplier payments which all seems to be working fine. Now I would like to pro...

Samilou67 · Samilou67

Hi how do I put through an accrual for the VAT for a telephone bill on Sage for a company that is closing down? Thanks Sam

Elaine R · Elaine R

I am hoping shaun is going to jump in here. I am trialling VT accounts suite for a limited company that I am doing the accounts for. My current transactions for the company are in Sage. There are not a lot but I would like to import them across to VT. Also I would like to be able to start from scratch with the...

Elaine R · Elaine R

I am currently trialling the above software and soon to purchase it. Can anyone point me in the right direction of how to post a supplier payment? I have invoiced a client and received a deposit no problem but cannot see how i post a payment to a supplier. Elaine

Topic		Started By	Replies	Views	Last Post
	12pay - Is this right? (Preview) Just had a call from IRIS who were trying to figure if there was any software that they provided that I would buy off them. They were asking about Payroll and I said that for the most part I outsource mine (sorry, I find Payroll really boring) but for one small payroll I use 12pay. I was quite surprised at th...	Shamus	11	7305	Tue Jan 14 16:31 2014 by Cheshire
	Sage or Quickbooks?? (Preview) Hello everyone, My question is about which software should I study now that I finish the AAT level 2 certificate in bookkeeping. Between this 2 software which one could help me to find an entry level job in this field? Is it the Sage 50 Instant a good software to begin? Many thanks Jacob	Jacob	5	1014	Fri Jan 10 22:47 2014 by Jacob
	Logo drops off when emailing from Sage Professional 2014 (Preview) I have created invoices in Sage Professional to include our company logo. When I print the invoices, they include the logo, but when I email them the logo isn't there when I open the pdf file it has created. Any help greatly appreciated.	suekeown	1	710	Tue Jan 7 16:13 2014 by BruceDenney
	Sage 50 Accounts Financials module transactions jumbled (Preview) My transactions have become mysteriously jumbled. How do I reorganise them in numerical order ?	Louie	2	790	Thu Jan 2 18:37 2014 by ClareB4
	Bookkeeping and CRM package (Preview) I'm looking at options for an integrated or linked bookkeeping and CRM system - looking at Xero, I see that integrates with Capsule CRM. I'm sure I've heard of Capsule before and I wondered if it was on here.....has anyone got any experience of it, specifically how it works with Xero? Or are there any ot...	RuthA	3	1054	Mon Dec 30 19:04 2013 by RuthA
	Anyone used Clear Books? (Preview) My brother has asked me to do his bookkeeping for him as he's gotten too busy. I'm a Sage girl but he's using Clear Books which I believe is based online. Had a quick gander at the CB website and it looks like its aimed at small businesses. Has anyone here used Clear Books and is it similar to Sage in terms of h...	JaneSpain	2	2414	Sun Dec 29 21:01 2013 by ABBC
	Quickbooks Online Quickbooks online VAT (Preview) In this case we started using Quickbooks online on 1/7/13 following the completion of the VAT return to 30/6/13 on Quickbooks dektop. Since starting to use QBO we have posted some older transactions ( dated prior to 30/6/13) and I want to include them in the return for the quarter ended 30/9/13. When I...	Sheelagh	4	10892	Sun Dec 29 20:52 2013 by ABBC
	Upgrade Sage 2010 (Preview) Hi everyone Does anyone know how to upgrade Sage 2010 to the latest version which end sin 158? My laptop has crashed, and on reloading Client Manager, it seems to think the version ending in 156 is the latest version. I cant find the link to manually upgrade - its been driving me bonkers!	FoxAccountancyServices	12	1454	Tue Dec 17 14:00 2013 by BruceDenney
	Problems issuing statements on sage (Preview) Hello All I'm having a few problems issuing customer statements on sage, a few customer accounts return the message " no data was returned for this report, report could not be generated" I tried sageforum but they couldn't help. Does anyone have any ideas or is there an alternative to issu...	Nimac	3	1798	Wed Dec 11 12:37 2013 by BruceDenney
	Kashflow vs quickbooks (Preview) I hadn't heard of Kashflow until quite recently, but have heard of Quickbooks. Looking at the websites for both of these, they both look very colourful and flashy, but, which one is best? A few potential customers are currently using SAGE, but I plan on then using their office to do their books, rather...	choccly-pops	11	9195	Sat Dec 7 11:13 2013 by RobH
	Quickbooks and Sage - multiple companies (Preview) Hi everyone, I'm a newly qualified bookkeeper and I'm after some advice about using Quickbooks and Sage software for multiple clients. I've purchased both QB Pro 2013 and Sage 50 and I've completed my ICB computerised Level II so I'm raring to go and have even just secured my first client. I am how...	MaryChristina	11	2366	Thu Dec 5 21:10 2013 by Sharon Eyre
	Directors Loan set up as bank account (Preview) Hi all I have been asked to set up a Directors Loan account as a bank account in Sage. Will I need to change the default layout for the accounts if I am using either 1230 or 1240 nominal and how would I do that if it is necessary. Thanks Sam	Samilou67	7	1176	Tue Dec 3 12:08 2013 by Samilou67
	T codes (Preview) Hiya I'm relatively new to working with Sage and I'm just wondering which T code I should use for vehicle repairs and servicing and vehicle leasing?	HW	11	1450	Mon Dec 2 03:23 2013 by Sharon Eyre
	Quickbooks Online (Preview) Hello Everyone, Been lurking on here a while but as I'm getting more clients I find this forum more and more useful My newest client uses Quickbooks. Not a system I have used before but a colleague assures me I'll pick it up in no time. My question is, if the client pays for the software and gives me access w...	LilyIris	2	1609	Sun Dec 1 19:38 2013 by ABBC
	Quickbooks online (Preview) Has anyone out there ever tried to file a return using QBO. Am trying to for the first time, but keeps producing the report on a cash basis rather than a accrual. Have tried changing the preferences but nothing seems to work! Any help would be greatly appreciated!	Newbie66	1	1261	Sun Dec 1 19:27 2013 by ABBC
	Online Payroll (Preview) I noticed that cloud companies at the ICB summit yesterday either have or are currently developing online payroll systems A search on the web also showed up a much cheaper offering, www.thepayrollsite.co.uk/ , which has apparently won a number of awards! Does anyone use/have experience of online...	ChrisA	1	892	Sun Dec 1 16:34 2013 by Cheshire
	Sage 50 Customer Refunds (Preview) Hi all I've just working for a new client using Sage 50, there was no hand over period and have had a huge back log to get through, I am now slowly winning! I hope you can help with the following - I am using the e-payment option for supplier payments which all seems to be working fine. Now I would like to pro...	SIMPST	2	1215	Fri Nov 29 12:26 2013 by SIMPST
	VAT accrual (Preview) Hi how do I put through an accrual for the VAT for a telephone bill on Sage for a company that is closing down? Thanks Sam	Samilou67	1	1135	Thu Nov 28 18:59 2013 by FoxAccountancyServices
	Getting started on VT Accounts suite (Preview) I am hoping shaun is going to jump in here. I am trialling VT accounts suite for a limited company that I am doing the accounts for. My current transactions for the company are in Sage. There are not a lot but I would like to import them across to VT. Also I would like to be able to start from scratch with the...	Elaine R	1	1767	Wed Nov 27 23:45 2013 by Shamus
	Quickbooks online essentials (Preview) I am currently trialling the above software and soon to purchase it. Can anyone point me in the right direction of how to post a supplier payment? I have invoiced a client and received a deposit no problem but cannot see how i post a payment to a supplier. Elaine	Elaine R	1	975	Tue Nov 26 22:14 2013 by bismar
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