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

Don Tax · Don Tax

I just did a search for this on the whole forum and only came up with 1 mention of a facility to import bank statement data into accounts/bookkeeping software. Are only Xero pushing this function? I tried three different search phrases. Is this the norm nowadays? I was doing it over twelve years ag...

betty121 · betty121

Hi Guys, After much deliberation I decided to join ICB and continue with my AAT studies in the background. I passed level 1 manual with 99% last week and I've booked level 2 for August. I'm now looking to purchase some software for the level 2 and 3 computerised exams. I've been looking at Sage Insta...

Janem · Janem

Hi everyone I am having one of those days! and am new to SAGE.(Have been doing manual books in the past) Trying to sort out the messy accounts for a Limited Company using SAGE. One of the Directors has used his personal bank account to pay for some ad hoc items. For example his works van service. Not sure ho...

KHagland · KHagland

Hi. I am using a trial version of Fusion software and have entered a credit note. I now need to delete it as the credit note number is incorrect. Can anyone tell me the easiest way? I have tried editing it but the system won't allow me to change the credit note reference also I can't raise an invoice to rev...

Susie Sue · Susie Sue

Just phoned Sage for a price to increase the number of companies i can have on my payroll. Because I have accounts aswell I have to upgrade both from 10 to 25 companies. £194.00 for now until November and then renew for £1170.00 - for f-f-f-f flips sake! I don't think so! 12 Pay here I come!

mushroom · mushroom

Right, where do I start. I will try and make this simple, but I don't think I can, so please bear with me as this may be long winded! I have just taken on an estate agent, who manages rental properties, charging commission on the rental income. They collect the rent on the landlord's behalf, deduct any c...

Jocelyn · Jocelyn

I need sage training course. Any recommendation colleges or should i go to training provided by Sage itself? Thanks

Sammy76 · Sammy76

Quick background - I am doing the accounts for my sons pre-school which are currently all manual. I mentioned I may be able to computerise the accounts for them but I have one small query. They are a registered charity and some of their income comes by way of fundraising, which is fine. However sometime...

Webby · Webby

I am working on Sage Instants, new company with recently installed software. I have just changed the description on the Company Credit Card account in the Bank section to read "Loan Account" and processed the last three months transactions. All going well as I enter the various paymen...

alto · alto

have ended up posting in two areas of the forum - if that's no the done thing mods please feel free to delete the post in less appropriate area! Does anyone know if it's possible to run a Detailed Trial Balance on Sage Instant Accounts Version 10? Many thanks, Alto

lcurrall · lcurrall

Hi all, I have heard many posts on book-keepers forum asking what is the best accounting software and what package is right for a particular type of business. It can be really confusing to somebody without a degree in accounting to comprehend what software they should buy when there is so much choice...

Trevor-Storck · Trevor-Storck

Hi Guys, I'm a newbie to this book keeping malarkey and very much a newbie to using Sage! I'd love some support on a few questions i have .. but be gentle with me! I've recently purchased Sage 50 accounts 2011 and im just setting up our company on it. I'll be using it for managing finances and products / stoc...

Aleksandra · Aleksandra

Hi, Does anyone know how to properly handle VAT in Kashflow? There is no tax codes like in Sage so I am slightly confused and I'd like to be 100% sure that eveything will end up in the right box on the tax return - so how do you deal with things like: Items vat exempt ? Suppliers not registered for vat ? Expens...

MariaReed · MariaReed

Hi, When I 'check data' in Sage I get two comments, as follows: Account TA year-to-date turnover is negative Account TA this months turnover is negative I don't know what 'Account TA' is and turnover is not negative. I don't think these comments are causing any problems, but I like things to be tidy and...

Nicola27 · Nicola27

Hi there a friend of mine uses Sage Instant 50 and Sage Instant Payroll, and they are linked together on the same PC. I use Sage Professional 2011, and she wants to upgrade to it, but will it still be compatible with Sage Instant Payroll?

Don Tax · Don Tax

Has anyone used this P11D program :- (NO CERTIFICATE - EXERCISE CAUTION IF DOWNLOADING) http://dcsoftwaresolutions.co.uk/ I'm looking for a dummy's 'walk-through' program. Don't suppose I'll get it at this price :o) Any advice welcome. Tim PS my internet link icon is grey-ed out on this c...

Susie Sue · Susie Sue

A new client of mine wants Sage 50 Accounts. Can anyone recommend the best/cheapest (!) place to buy it. Or is anyone on here a Sage re-seller and do me a good price? Thank you!

MariaReed · MariaReed

Hi A client has overpaid an invoice and wants me to transfer the excess funds back. What's the best way to do this in Sage? I have never come across this before. Would you... Enter the receipt as a customer receipt but for only the amount that should have been paid and enter the excess as a bank receipt, to...

woody88 · woody88

Evening I have been asked by a friend if Xero would be a good choice of software to use for his business. He has a friend who says its much easier to use compared to Sage which he currently uses. I have no experience of Xero (but the website looks good) or any other cloud software but have seen Kashflow men...

Catherine-Xero · A

Hello I'm about to start work with a new client of mine and need to find accounting software suitable of his business. As the business requires stock control I thought Quickbooks Pro will be ideal. Unfortunately he's a Mac user and doesn't use PC at all. Could anyone recommend accounting software for...

Topic		Started By	Replies	Views	Last Post
	Bank Statement Data Downloads (Preview) I just did a search for this on the whole forum and only came up with 1 mention of a facility to import bank statement data into accounts/bookkeeping software. Are only Xero pushing this function? I tried three different search phrases. Is this the norm nowadays? I was doing it over twelve years ag...	Don Tax	4	1860	Wed Jul 27 11:25 2011 by Don Tax
	Software for ICB level 2 and Level 3 exams (Preview) Hi Guys, After much deliberation I decided to join ICB and continue with my AAT studies in the background. I passed level 1 manual with 99% last week and I've booked level 2 for August. I'm now looking to purchase some software for the level 2 and 3 computerised exams. I've been looking at Sage Insta...	betty121	4	2781	Sun Jul 24 17:25 2011 by betty121
	Directors using personal funds to make payments (Preview) Hi everyone I am having one of those days! and am new to SAGE.(Have been doing manual books in the past) Trying to sort out the messy accounts for a Limited Company using SAGE. One of the Directors has used his personal bank account to pay for some ad hoc items. For example his works van service. Not sure ho...	Janem	3	1380	Tue Jul 19 14:12 2011 by Ask Andrina
	Fusion help! (Preview) Hi. I am using a trial version of Fusion software and have entered a credit note. I now need to delete it as the credit note number is incorrect. Can anyone tell me the easiest way? I have tried editing it but the system won't allow me to change the credit note reference also I can't raise an invoice to rev...	KHagland	0	1133	Sat Jul 16 16:38 2011 by KHagland
	Sage have just nearly killed me off!!! (Preview) Just phoned Sage for a price to increase the number of companies i can have on my payroll. Because I have accounts aswell I have to upgrade both from 10 to 25 companies. £194.00 for now until November and then renew for £1170.00 - for f-f-f-f flips sake! I don't think so! 12 Pay here I come!	Susie Sue	8	2122	Thu Jul 14 20:50 2011 by Susie Sue
	Software that can cope with Self Billing!!! (Preview) Right, where do I start. I will try and make this simple, but I don't think I can, so please bear with me as this may be long winded! I have just taken on an estate agent, who manages rental properties, charging commission on the rental income. They collect the rent on the landlord's behalf, deduct any c...	mushroom	9	5337	Thu Jul 14 13:21 2011 by mushroom
	Sage training course (Preview) I need sage training course. Any recommendation colleges or should i go to training provided by Sage itself? Thanks	Jocelyn	2	1562	Thu Jul 14 08:54 2011 by Marky65
	Fundraising (Preview) Quick background - I am doing the accounts for my sons pre-school which are currently all manual. I mentioned I may be able to computerise the accounts for them but I have one small query. They are a registered charity and some of their income comes by way of fundraising, which is fine. However sometime...	Sammy76	8	6186	Wed Jul 13 13:51 2011 by Wella
	No access to "No bank reconciliation" button (Preview) I am working on Sage Instants, new company with recently installed software. I have just changed the description on the Company Credit Card account in the Bank section to read "Loan Account" and processed the last three months transactions. All going well as I enter the various paymen...	Webby	5	4025	Wed Jul 13 00:02 2011 by semsley
	Detailed Trial Balance on Sage Instant Accounts Version 10 (Preview) have ended up posting in two areas of the forum - if that's no the done thing mods please feel free to delete the post in less appropriate area! Does anyone know if it's possible to run a Detailed Trial Balance on Sage Instant Accounts Version 10? Many thanks, Alto	alto	1	1769	Sun Jul 10 20:56 2011 by Stardoe
	Get help when choosing your accounting software (Preview) Hi all, I have heard many posts on book-keepers forum asking what is the best accounting software and what package is right for a particular type of business. It can be really confusing to somebody without a degree in accounting to comprehend what software they should buy when there is so much choice...	lcurrall	2	4091	Sun Jul 10 20:17 2011 by lcurrall
	Newbie looking for help setting up trade pricing on sage (Preview) Hi Guys, I'm a newbie to this book keeping malarkey and very much a newbie to using Sage! I'd love some support on a few questions i have .. but be gentle with me! I've recently purchased Sage 50 accounts 2011 and im just setting up our company on it. I'll be using it for managing finances and products / stoc...	Trevor-Storck	3	1473	Thu Jul 7 12:08 2011 by Susie Sue
	Kashflow and VAT (Preview) Hi, Does anyone know how to properly handle VAT in Kashflow? There is no tax codes like in Sage so I am slightly confused and I'd like to be 100% sure that eveything will end up in the right box on the tax return - so how do you deal with things like: Items vat exempt ? Suppliers not registered for vat ? Expens...	Aleksandra	1	5691	Thu Jul 7 08:34 2011 by HendyPhilhendy
	A quick Sage - negative TO question - help please. (Preview) Hi, When I 'check data' in Sage I get two comments, as follows: Account TA year-to-date turnover is negative Account TA this months turnover is negative I don't know what 'Account TA' is and turnover is not negative. I don't think these comments are causing any problems, but I like things to be tidy and...	MariaReed	3	2177	Wed Jul 6 21:25 2011 by Stardoe
	Sage Instants VS Sage Professional Vs Sage Instant Payroll (Preview) Hi there a friend of mine uses Sage Instant 50 and Sage Instant Payroll, and they are linked together on the same PC. I use Sage Professional 2011, and she wants to upgrade to it, but will it still be compatible with Sage Instant Payroll?	Nicola27	0	1071	Wed Jul 6 17:07 2011 by Nicola27
	P11D from DC Software P11D (Preview) Has anyone used this P11D program :- (NO CERTIFICATE - EXERCISE CAUTION IF DOWNLOADING) http://dcsoftwaresolutions.co.uk/ I'm looking for a dummy's 'walk-through' program. Don't suppose I'll get it at this price :o) Any advice welcome. Tim PS my internet link icon is grey-ed out on this c...	Don Tax	0	984	Mon Jul 4 12:24 2011 by Don Tax
	Buying Sage (Preview) A new client of mine wants Sage 50 Accounts. Can anyone recommend the best/cheapest (!) place to buy it. Or is anyone on here a Sage re-seller and do me a good price? Thank you!	Susie Sue	14	2474	Fri Jul 1 12:56 2011 by Wella
	Sage question - paying a client for a credit? (Preview) Hi A client has overpaid an invoice and wants me to transfer the excess funds back. What's the best way to do this in Sage? I have never come across this before. Would you... Enter the receipt as a customer receipt but for only the amount that should have been paid and enter the excess as a bank receipt, to...	MariaReed	2	1229	Wed Jun 29 19:22 2011 by MariaReed
	Is Xero Software a good choice? (Preview) Evening I have been asked by a friend if Xero would be a good choice of software to use for his business. He has a friend who says its much easier to use compared to Sage which he currently uses. I have no experience of Xero (but the website looks good) or any other cloud software but have seen Kashflow men...	woody88	23	7711	Wed Jun 29 09:30 2011 by Wella
	Quickbooks - can you use it on MAC? (Preview) Hello I'm about to start work with a new client of mine and need to find accounting software suitable of his business. As the business requires stock control I thought Quickbooks Pro will be ideal. Unfortunately he's a Mac user and doesn't use PC at all. Could anyone recommend accounting software for...	A	2	1363	Tue Jun 28 06:25 2011 by Catherine-Xero
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