Training course

Sage Accounts Level 1

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 introduces the Sage Accounting program, and is ideal for those with a small amount of book keeping / financial knowledge, but who are new to Sage. It covers the basics of how Sage works, along with all of the day to day transactions which you are likely to come across when using Sage Accounts programs day to day.

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

Course Objectives

  • Be confident in navigating around the Sage 50 Accounts program.
  • Understand the Sales, Purchase and Nominal Ledgers within Sage, and how these work together.
  • Set up records within Sage Accounts.
  • Process day to day transactions within Sage Accounts, including: Sales Invoices and Receipts, Purchase Invoices and Payments; Bank and Cash transactions.
  • Produce standard reports from Sage Accounts, including: VAT returns and reports, Aged debtor and creditor reports, Profit and Loss and Balance Sheet reports.

Prerequisites

  • Although knowledge of book - keeping / accounting terminology and manual double entry is not specifically necessary to use Sage Accounts, a basic understanding is helpful and attendance of the introductory course 'Sage Book Keeping - Overview and Introduction' would be recommended for those with no experience of financial systems at all.
  • This course assumes basic knowledge of computer use - using a keyboard and mouse, left and right clicks, basic knowledge of Windows etc.

Included

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

Course content Back to top

  1. Setting Up Sage Accounts
    Installation and Setup (overview)
    Setting your Financial Year
    Setting your VAT scheme
    Tax Codes (overview)
  2. General Navigation
    Finding your way around Sage Accounts
  3. The Company Module
    The Nominal Ledger
    Customising your Nominal Ledger
    The Chart of Accounts
    The Financials module
  4. Working with Customers
    Setting up Customer records
    Setting up Customer Defaults
    Creating Invoices and Credits to print
    Entering Invoices and Credits (printed on a different system)
    Receiving money from customers
  5. Working with Suppliers
    Setting up Supplier Records
    Setting up Supplier Defaults
    Entering Supplier Invoices and Credits
    Paying Suppliers
  6. The Bank module
    Setting up Bank Accounts
    Making payments where there is no invoice
    Receiving money where there is no invoice
    Direct Debits and Standing Orders
    Bank Reconciliation
  7. The VAT Return
    Running a VAT Return
    Checking and Reconciling the VAT Return
    VAT Reports
  8. Further information
    Although not covered in depth further information is provided on Reporting within Sage Accounts, Data Integrity (Checking data & backing up), and Error Corrections.

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

“All valuable as I had not used Software before”
N.R., Ngps

Which part of the course did you find particularly valuable

“I found the whole course very valuable, I had no previous knowledge of sage and the trainer was very patient and explained the course in great detail”
N.D., Newcastle Gp Services

Following this training what are you going to do differently

“I have not used Sage before, so this has given be a good insight of what it’s about. I will be able to start using it feeling a bit more confident.”
E.M., Newcastle Gp Services
“I found all the information useful and was able to follow all instructions given to me.”
E.M., Newcastle Gp Services
“I found it valuable being taken through all the different sections in each module.”
E.M., Newcastle Gp Services
“Great teaching, tailored to my requirements as I already had some knowledge”
B.E., Nordem Ltd
“I have many new skills within the software that I will use on a daily basis”
B.E., Nordem Ltd
“Excellent delivery. Very motivating.”
T.B., Van Leeuwen, Negotiating and Influencing Skills How to Influence and Negotiate Assertively

Which part of the course did you find particularly valuable

“Being shown around the interface and what things do was very helpful”
A.S., Wescott Medical Ltd, Google Ads
“Brilliant from start to finish.”
E.D., Wave, Adobe InDesign Level 1

Following this training what are you going to do differently

“Create better charts, make use of Tables, and make use of the IF Function and Conditional Formatting. I will also now be able to work better with dates, and generate data on timescales between processes.”
D.S., South Tyneside Homes, Excel Level 2
“I found it valuable being taken through all the different sections in each module.”
E.M., Newcastle Gp Services
“Excellent course”
R.D., Sintons Law, Adobe Photoshop Level 1

Following this training what are you going to do differently

“Start sharing knowledge creating monthly reports with what I#39ve learned to share with other teams about page effectiveness popular pages.”
A.M., South Tyneside and Sunderland Nhs Foundation Trust, Google Analytics Essentials

Any other comments or recommendations

“Thank you so much, really enjoyed my two days”
H.S., Department For International Trade, Adobe In Design Level 1

What were the most useful aspects of the course

“Learning how to deal with stress and recognise it”
J.F., Welwyn Components Ltd, Stress Management and Powering up Your Mental Resilience
“All of it was brilliant, lots I didn’t know, the shortcuts, formulas, grouping”
C.Y., Asw, Excel Level 2

How would you rate the course materials overall

“FANTASTIC”
C., The Auckland Castle Trust, Photoshop Level 1

Which part of the course did you find particularly valuable

“All of it each topic gave great insight and I learnt things I didn#39t know before”
L.K., Xps Pensions Group, Train the Trainer

Which part of the course did you find particularly valuable

“Learned some quick, simple ways that I didn#39t know were there”
C.P., Egger Uk, Excel Level 2

Following this training what are you going to do differently

“Use the new skills I have learned today”
A.P., Teesworks Sc, Word Essentials
“I always find training on Teams quite difficult, but I really enjoyed this one and felt that I gained a lot from it.”
S., Hmp Isle Of Wight, Minute Taking

Other courses in this series Back to top

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Please contact us to discuss your Sage Accounts Level 1 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 1 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 1 course.

Sage is a registered trademark of Sage PLC Sage Accounts Introduction training courses, Durham, Washington, Newcastle, North East England
IT Training Solutions Ltd
Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
ittrainingsolutions.co.uk
Printed: 10/20/2026 10:16:27 PM