Training course

Sage Accounts Level 2

We offer Sage training on a private course basis. Private Sage training is tailored to meet your own needs and can be delivered using a backup of your own Sage system, this ensures that the training is relevant to your own organisation.

Training can be delivered using our tutor-led virtual classroom option or we can come to your site. Please contact us for a quote.

This course follows on from the Introduction to Sage Accounts course, to look at some of the more intricate or less common tasks you might need to undertake.

  • 1 Day
  • Online or in person
  • Private courses available
Download outline (PDF)

Course Objectives

  • Fully understand bank recurring entries and reconciliation
  • Be confident in processing and fully reconciling a VAT return
  • Understand the principle of journal entries and be confident in processing the more commonly used journals, including salary journals.
  • Set up fixed assets and automatic depreciation.
  • Understand the Sage Month End routine, including prepayments and accruals.
  • Run and understand Financial Reports

Prerequisites

  • This course assumes basic knowledge of computer use – using a keyboard and mouse, left and right clicks, basic knowledge of Windows etc.
  • It also assumes an understanding of the Sage accounts user interface, an ability to navigate through the Sage Accounts program and to process day to day transactions.

Included

  • Lunch and refreshments when training is delivered at our training venues
  • Comprehensive course materials and exercises

Course content Back to top

  1. The Bank Ledger
    Bank Recurring Entries
    Bank reconciliation (recap and queries)
  2. The VAT Return
    Running a VAT Return (recap)
    Checking and Reconciling the VAT Return
    Submitting the VAT return online
    VAT Reports
    VAT journals and payments
  3. Journal Entries
    Understanding the Nominal Ledger (recap)
    What is a journal?
    Understanding Debits and Credits
    Common journal postings
    Memorising and recalling journals
    Reversing Journals
    Understanding Prepayments and Accruals
  4. The Fixed Assets Ledger
    What is an asset?
    Creating Asset Records
    The Asset Ledger
    Understanding Depreciation postings
  5. Month End
    What is ‘ Month End’
    The Sage Accounts Month End Routine
    Customising your Month End routine
  6. Financial Reports
    The Profit and Loss Report
    The Balance Sheet Report
    The Trial Balance Report

Training a team?

Run this course privately, on your dates

  • Private Flexible course content, flexible training date(s), flexible location(s), variable course length, private to your organisation - Courses can be held at one of our training venues or at another location convenient to you. Training can be set over a number of days or weeks to allow for practice time between training sessions.
  • Bespoke Bespoke private training can be based on an existing course or a number of lessons taken from several courses, we can also write bespoke courses for you based on your in-house systems or development program.
  • Virtual These courses can be attended from anywhere.

What delegates say Back to top

Which part of the course did you find particularly valuable

“Everything was useful and amazing”
T., Excel Level 3

Are there any aspects of the course which you feel require improvement

“No, excellent pace and plenty of hands on experience”
J.H., Breedon Northern Ltd, Crystal Reports Level 1

Following this training what are you going to do differently

“Use Excel more often for valuable shortcuts to tasks that would otherwise take me a long time.”
J., Excel Level 2

Would it be possible to use your feedback in our marketing we only use your initials and organisation name

“My second Excel course it has made a huge difference to how I present data”
J.S., Stc, Excel Level 2
“Fantastic. All great!”
A.S., University Of Leeds, Excel Level 3
“Really enjoyed this!”
R., Labour, Excel Level 3
“Really helpful training session”
C., V4 Services Ltd, Microsoft Teams in Office 365 Essentials
“Very informative, good input and time allowed”
S., Excel Level 3

Other courses in this series Back to top

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  • Sage Payroll

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  • Sage Accounts Additional Workshops

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Related courses

Please contact us to discuss your Sage Accounts Level 2 course, we have many solutions available to ensure you receive the best training possible.

Your Sage course can be delivered online or in-person. You can choose your learning path and delivery style. Learn in-person or online with our virtual classrooms. Your course can be delivered online, at your office or at one of our training venues, it's your choice. Small course sizes. Course materials included. Flexible Sage Accounts Level 2 course content. Expert trainers and tried & tested training methods. Many course materials available online using your personal training account. You can master Sage, please contact us to book a place or get a quote for your Sage Accounts Level 2 course.

Sage is a registered trademark of Sage PLC Sage Accounts advanced training courses throughout the North East of England including Newcastle, Durham, Darlington, Washington, Gateshead, Leeds, Northallerton, Middlesbrough, Yorkshire and Northumberland. Sage training courses for those who want to become advanced users of Sage.
IT Training Solutions Ltd
Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
ittrainingsolutions.co.uk
Printed: 10/20/2026 10:17:41 PM