I want to start using Sage instants for recording my own accounts. I want to close off a year and start a fresh the following year.
How do I do this. Last years accounts where done in excel so I need to update those first. I then want to close off but change the year end to co-inside with the tax year.
I've never done a period end in Sage so not sure how to do it.
Hi Elaine
I understand that you cannot change a year end in Sage once you have set it, unless you have the Accountants Plus copy although I could be wrong! Or do you just mean start a new year straight after the other? If the latter - once you have followed your year end procedures it will automatically change to the new year.
Hope youve sorted it.
__________________
Joanne
Winner of Bookkeeper of the Year 2015, 2016 & 2017
Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.
You should check out answers with reference to the legal position
If you reinstall sage, you can run the set up and then you will have a blank sage. It sounds like its looking to the old company file, so it might be best to properly uninstall it first
-- Edited by FoxAccountancyServices on Wednesday 2nd of October 2013 04:06:30 PM
The problem I have is I don't have a blank Sage. My laptop was playing up and I had to have it reset. I had Sage removed and reinstalled but it's just set itself where I left off but there are no blanks saved.
I hate computers at times.
I wanted to add a new client on using my Sage to make it easier for me. I am having trouble with a real simple set of accounts and cannot sort it out. Was going to start from scratch by adding everything in to Sage which wouldn't take me long but it's all gone belly up!
For just about anything Sage :- switch to renting, pay-as-you-go sage support, sagecover, upgrades, application integration, reports, layouts, analysis or any other help making life with sage easier/less time consuming Contact me.
