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  • Getting Started
    • What Sort of Data Do I Need to Enter? (Getting Started)
    • The Conversion Date (Getting Started)
    • Batch vs. SmartPosting vs. Real-Time Posting (Getting Started)
    • Cash Basis or Accrual Accounting (Getting Started)
    • Dates and Accounting Periods (Getting Started)
    • Working with your accountant
    • Accounting Primer
    • General Ledger, Chart of Accounts, and Budgets
    • Working with Bank Accounts
    • Maintain Global Options
    • Other Decisions
    • Setting up a new company
    • Importing and Exporting Data
  • Transactions & Reporting
    • Purchases (Money Out)
    • Sales (Money In)
    • Payments (Money In and Out)
    • Tracking Transactions
    • Tracking Your Time (Time & Expense)
    • Tracking Costs by Project (Job Costing)
    • Reports & Forms
  • Inventory
    • Inventory Item Defaults
    • Set Up an Inventory Item
    • Set Up Master Stock and Substock Items
    • Set Up an Assembly Item
    • Enter Beginning Balances for Inventory
    • Purchase an Inventory Item
    • Sell Inventory Items
    • Using Inventory Reports
  • Employees
    • Maintain Employees/Sales Reps
    • Set Up an Employee
    • Set Up a Sales Representative
    • Employee Defaults
    • Paying Your Employees
  • More
    • Sage 50 Year-End Guide
    • Online and Mobile Invoicing
    • Office 365 Integration
    • Sage Drive
  • All Files
Getting Started

Getting Started

Review the basics of setting up your company, adding users, and working with company data.

What Sort of Data Do I Need to Enter? (Getting Started)

The Conversion Date (Getting Started)

Batch vs. SmartPosting vs. Real-Time Posting (Getting Started)

Cash Basis or Accrual Accounting (Getting Started)

Dates and Accounting Periods (Getting Started)

Working with your accountant

Accounting Primer

General Ledger, Chart of Accounts, and Budgets

Working with Bank Accounts

Maintain Global Options

Other Decisions

Setting up a new company

Importing and Exporting Data

Published: March 11, 2019
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