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

Judith · Judith

And now for something comepletely different . . . I am a native Dutch speaker and as a former student of the English language I was asked by a friend of mine to translate the (Dutch) website of his small company into English. This is a company which develops software for electronic bookkeeping. I made cl...

cowslip44 · cowslip44

Hello, I have loaded my Sage instant onto a newer version of Windows 7 and it is performing differently which has thrown me completely. Main problem, though, is when I want to generate Bank report for Monies received, it says no data sent to that report. Payments is working OK. I am useless with repo...

rafapak · rafapak

Hi guys I would like to ask you for help. I have some problems because I dont know which method of learning to choose. I want to learn Sage Accounts. On Sage website , self learning materials are very expensive. I cant afford buying them at least at present moment. There are online courses available but...

Stardoe · Stardoe

Hi all, I posted this query under another thread about a similar thing, but haven't had a reply so thought I'd post separately. I am about to start using Jobs in Quickbooks for a Project Management firm I have as a client. It looks fairly straightforward but someone in the other thread said it doesn't c...

Helz · Helz

I work with an Australian company (based here now) who are still using their Australian version QuickBooks. We have agreed to change to UK QuickBooks from the start of their financial year, July!, but I just have a couple of questions which I can't find answered on the QuickBooks website, and I was hop...

gumercindo · gumercindo

Hi, i was reading about this bkper, i was wondering if it is a good software.. i first saw it on google sheets add-on store, and it look like an easy but extensible option. So, any of you knows it and can give me tips about it? Thanks in advance

Elaine R · Elaine R

Hi, Anyone on the forum with Clear books experience. I have just bagged myself a new client who uses this software and could do with some pointers. Elaine

Elaine R · Elaine R

I have a friend who needs some reports exporting from TAS. She needs PL BS etc. It's quite urgent. Elaine

Georgie · Georgie

Hi, Does anybody use Sage Payroll and can tell me what the support is like? Currently I use Iris for one client and you can wait 45 minutes to get through and talk to someone... Georgie

Cheshire · Cheshire

Hi Im using Sage 50, the 2013 version. I rec'd funds from a client and used customer receipt to allocate it as a payment to account, as we had received no remittance advice. Now trying to adjust it to link to an invoice but realised I placed it to the wrong customer account. When I tried to change the cu...

ErIndoorz · ErIndoorz

I have a Purchase Re-Order List (not filtered) I cannot work out how or where the Reorder Quantity information is calculated. Can someone help please?

Sammy76 · Sammy76

Is there an easier way to reverse Bank reconciliations on Sage without having to go through every single item unticking the box. I wasted the best part of two hours at a new clients doing this as they had done previous reconciliations incorrectly and I needed to find where they'd gone wrong, so it was ea...

Elaine R · Elaine R

Hi, Anyone on the forum with experience of Freeagent? I am trying to match up bank receipts. There are no invoices posted so was wondering what is the best way to post sales. Would you do a journal to Dr Debtors, Cr Sales and then match it in the bank. Will this work? I don't like Freeagent one bit. I use o...

Crina251075 · Crina251075

Good morning, everybody. I am new to sage 200 and Report Designer. I noticed some reports are marked as "historical". what does it mean? what kind of date will drop into "historical"? Thanks! Crina

dingo20 · dingo20

Is it possible to export data from VT cashbook to Sage? I have a new client who was encouraged to use VT by his accountant but they are no longer wanting to carry on the relationship so the client has come to me. My preferred software is Sage so I want to move him over can the data be moved easily? if not I will r...

rafapak · rafapak

hi guys I live in Wigan in north-west and would like to go to a course that teaches you how to use sage software. Can you recommend any firms that offer this kind of courses for people in Wigan area?

Nic1234 · Nic1234

Hi I am to this forum so apologies if this has been covered before. I have started a job a few months back which includes accounts admin. I took over from a lady who is a book keeper and she comes in once a month to do VAT etc. Yesterday after doing a bank reconciliation using SAGE Instant Accounts I noticed t...

111 Bookkeeping and Payroll · 111 Bookkeeping and Payroll

I currently use VT Transaction + but would like to offer my clients a dashboard, similar to those you see in cloud software, to make it easier for them to see the breakdowns. This would be on paper, replacing the current profit and loss sheet that I send. I've had a look round the net but can't find anyth...

Jackie · Jackie

Hi Everyone, I have a new client whom it starting a property development limited company but when the properties are complete wishes to rent them. I am looking for suitable cost effective software which will enable CIS to be submitted and moving forward record rental income and provide tax liabili...

Samilou67 · Samilou67

Just a quick question about Sole Trader accounts in Sage. I have a new client who has bought alot of her stock on her personal credit card. What is the easiest way to process the payments in Sage? It's easy in VT lols but they want Sage. Thanks guys

Topic		Started By	Replies	Views	Last Post
	Terminology Bookkeeping & Bookkeeping software (Preview) And now for something comepletely different . . . I am a native Dutch speaker and as a former student of the English language I was asked by a friend of mine to translate the (Dutch) website of his small company into English. This is a company which develops software for electronic bookkeeping. I made cl...	Judith	0	857	Wed Aug 27 12:04 2014 by Judith
	Instant Sage bank reports (Preview) Hello, I have loaded my Sage instant onto a newer version of Windows 7 and it is performing differently which has thrown me completely. Main problem, though, is when I want to generate Bank report for Monies received, it says no data sent to that report. Payments is working OK. I am useless with repo...	cowslip44	12	1380	Tue Aug 26 14:08 2014 by cowslip44
	learning software methods (Preview) Hi guys I would like to ask you for help. I have some problems because I dont know which method of learning to choose. I want to learn Sage Accounts. On Sage website , self learning materials are very expensive. I cant afford buying them at least at present moment. There are online courses available but...	rafapak	3	898	Wed Aug 20 21:23 2014 by rafapak
	Quickbooks job costing (Preview) Hi all, I posted this query under another thread about a similar thing, but haven't had a reply so thought I'd post separately. I am about to start using Jobs in Quickbooks for a Project Management firm I have as a client. It looks fairly straightforward but someone in the other thread said it doesn't c...	Stardoe	2	857	Tue Aug 19 21:53 2014 by Stardoe
	Quickbooks help, please (Preview) I work with an Australian company (based here now) who are still using their Australian version QuickBooks. We have agreed to change to UK QuickBooks from the start of their financial year, July!, but I just have a couple of questions which I can't find answered on the QuickBooks website, and I was hop...	Helz	4	1545	Tue Aug 19 06:58 2014 by ABBC Accounting
	Does anyone recommend bkper? (Preview) Hi, i was reading about this bkper, i was wondering if it is a good software.. i first saw it on google sheets add-on store, and it look like an easy but extensible option. So, any of you knows it and can give me tips about it? Thanks in advance	gumercindo	8	2913	Fri Aug 15 11:50 2014 by Rhianrach
	Clear Books (Preview) Hi, Anyone on the forum with Clear books experience. I have just bagged myself a new client who uses this software and could do with some pointers. Elaine	Elaine R	8	1560	Wed Aug 13 12:11 2014 by GordonB
	Anyone Using TAS (Preview) I have a friend who needs some reports exporting from TAS. She needs PL BS etc. It's quite urgent. Elaine	Elaine R	1	849	Sat Aug 9 13:17 2014 by KBS
	Sage Payroll (Preview) Hi, Does anybody use Sage Payroll and can tell me what the support is like? Currently I use Iris for one client and you can wait 45 minutes to get through and talk to someone... Georgie	Georgie	11	1788	Fri Aug 8 22:16 2014 by Georgie
	Sage help for reconciled VAT transaction (Preview) Hi Im using Sage 50, the 2013 version. I rec'd funds from a client and used customer receipt to allocate it as a payment to account, as we had received no remittance advice. Now trying to adjust it to link to an invoice but realised I placed it to the wrong customer account. When I tried to change the cu...	Cheshire	7	1583	Tue Aug 5 18:37 2014 by Cheshire
	Sage Line 50 Report (Preview) I have a Purchase Re-Order List (not filtered) I cannot work out how or where the Reorder Quantity information is calculated. Can someone help please?	ErIndoorz	1	917	Sat Aug 2 10:16 2014 by BruceDenney
	Bank Reconciliations (Preview) Is there an easier way to reverse Bank reconciliations on Sage without having to go through every single item unticking the box. I wasted the best part of two hours at a new clients doing this as they had done previous reconciliations incorrectly and I needed to find where they'd gone wrong, so it was ea...	Sammy76	3	922	Thu Jul 24 19:28 2014 by FoxAccountancyServices
	Freeagent (Preview) Hi, Anyone on the forum with experience of Freeagent? I am trying to match up bank receipts. There are no invoices posted so was wondering what is the best way to post sales. Would you do a journal to Dr Debtors, Cr Sales and then match it in the bank. Will this work? I don't like Freeagent one bit. I use o...	Elaine R	15	2407	Thu Jul 24 19:19 2014 by FoxAccountancyServices
	"historical" data in sage 200 (Preview) Good morning, everybody. I am new to sage 200 and Report Designer. I noticed some reports are marked as "historical". what does it mean? what kind of date will drop into "historical"? Thanks! Crina	Crina251075	0	729	Thu Jul 24 08:15 2014 by Crina251075
	VT export data to Sage (Preview) Is it possible to export data from VT cashbook to Sage? I have a new client who was encouraged to use VT by his accountant but they are no longer wanting to carry on the relationship so the client has come to me. My preferred software is Sage so I want to move him over can the data be moved easily? if not I will r...	dingo20	4	2644	Wed Jul 23 16:15 2014 by EPF_Solutions
	courses that teach how to use sage- Wigan area (Preview) hi guys I live in Wigan in north-west and would like to go to a course that teaches you how to use sage software. Can you recommend any firms that offer this kind of courses for people in Wigan area?	rafapak	2	1843	Mon Jul 21 22:53 2014 by rafapak
	Sage Instant Account Bank Reconciliation (Preview) Hi I am to this forum so apologies if this has been covered before. I have started a job a few months back which includes accounts admin. I took over from a lady who is a book keeper and she comes in once a month to do VAT etc. Yesterday after doing a bank reconciliation using SAGE Instant Accounts I noticed t...	Nic1234	7	3241	Mon Jul 21 22:41 2014 by bro0010
	Producing a monthly dashboard of accounts (Preview) I currently use VT Transaction + but would like to offer my clients a dashboard, similar to those you see in cloud software, to make it easier for them to see the breakdowns. This would be on paper, replacing the current profit and loss sheet that I send. I've had a look round the net but can't find anyth...	111 Bookkeeping and Payroll	4	894	Fri Jul 18 13:58 2014 by Shamus
	CIS SOFTWARE (Preview) Hi Everyone, I have a new client whom it starting a property development limited company but when the properties are complete wishes to rent them. I am looking for suitable cost effective software which will enable CIS to be submitted and moving forward record rental income and provide tax liabili...	Jackie	6	2156	Thu Jul 17 11:02 2014 by Kundan Lal Rana
	Sage query (Preview) Just a quick question about Sole Trader accounts in Sage. I have a new client who has bought alot of her stock on her personal credit card. What is the easiest way to process the payments in Sage? It's easy in VT lols but they want Sage. Thanks guys	Samilou67	3	1246	Wed Jul 9 09:16 2014 by Samilou67
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