How do you switch over to Sage One?

So you’ve made the decision, its time to move to Cloud Accounting and you’ve choosen Sage One, what do you need to do to move your accounts to Sage One?

You need to start by deciding the best time to move, it could be your Year End or the end of VAT Quarter, but its likely to be on the 1st of a month.

Get some help, why not find a Sage One accountant and ask them to help you set up your Sage One, they might even offer you a deal and include your other accounting and tax needs.

Then you need to create your Contacts – Customers & Suppliers.

Then you enter opening balances – for example unpaid supplier invoices.

You also need to set up your Bank Feeds

http://uk.sageone.com/bank-feeds/
http://help.sageone.com/en_uk/accounts/extra-bank-feeds.html

To set up bank feeds

1. Banking > click the required bank account.
2. Manage Bank Account > Connect to Bank.

You enter your closing Trial Balance from your old accounting system on the last day of the month before your Sage One start date.

Keep the records and prints from your old accounting system for reference.

Then you are ready to get started, its all very easy and straightforward, nothing to worry about.

steve@bicknells.net