• Saving Data & Opening

    this may have come up before, but I set up my sage on my laptop and also installed on my desktop, having done all business receipts I have saved on laptop and backed up also to onedrive, when re-opened on PC (desktop) some of the information is missing…
  • VAT code for purchases from outside the EU

    I've bought some software (not physical, purely licences for downloads) from the US. The invoice gives a European Union VAT number (beginning EU...) and then a bit further down states "Exempt Number: GBnnnnn" (where nnnn is my VAT number). It's the combination…
  • Questions on VAT rate and the use of T codes under the flat rate scheme

    Hi, I have just setup my Sage Instant Accounts and have a couple of questions. I hope that someone can point me in the right direction! They are both regarding VAT, the first being, we are using the flat rate cash based system and our rate is 14.5%, I…
  • VAT questions?

    The new VAT area in our Help Centre is packed with information to help keep you on track. Whether you're setting up your tax codes, calculating your first VAT Return or trading abroad, we've got it covered. Have a look today and bookmark it so it's…
  • Showing dividends paid on P&L Report

    I would like to run a P&L report which shows the nett profit and the portion of that already paid in dividends which are assigned to NC3201, does the report exist or do i need to modify the current P&L report. I dont really understand report designer…
  • Report showing average time taken to pay invoices by customer

    There is a standard Sage report that almost does what I want, but it lists each transaction (so each line on the invoice). I want one line per invoice. I've found two online: One at my.sage.co.uk/.../report-design-service.aspx called sage_report_scvrl4…
  • Multiple Financial year

    Can I start a new financial year while the previous years data remains editable i.e. not closed? If so how? Thank you.
  • External Reference in Bank Postings

    The data entry screen for Journals includes a column where the external reference can be entered. However, for bank payments, this column is not there. Since, I annotate my bank statements with a reference number and I usually enter posting directly…
  • Choosing the right financial year

    I am going to start my business this month and would like to record expenses and purchases before starting selling. Problem is purchases of stock and different things have been made from last September. I am not sure as to what financial year should be…
  • Product Record Creation

    Hi, I am in the middle of creating product records for my stock and having the following questions. What does cost price box refer to in a product record? In my case, the stock was imported. Would that be the unit cost of the stock INCLUDING import…
  • Unmatched Credit Notes.

    Hello, I am fairly new to Sage, having previously only used it for data inputting. I am now trying reconciliation and all sorts of wonderful things. There are several accounts were credits have been raised, but not put against the invoice in question…
  • Sage Instant program closing each time I click save?

    I've been using Sage Instant Accounts for the last year or so. Today after entering some invoices and clicking save the whole program completely closed down without warning. After logging back in I can see that the invoices were saved but did not appear…
  • How do I clear a supplier credit note in Sage Instant Accounts?

    I'm currently studying and I know how to clear a credit note from a Sales Return, but the course isn't clear about clearing a credit note from a Supplier's account. I have issued the credit note to their account, and my course says to 'go to Bank -…
  • Invoice Template

    Hello, I am looking to amend the layout of our invoices, but how do I know which template is being used?
  • Why can the cost of carriage not be entered or changed on the first Product Invoice page while products are being added?

    Why can the cost of carriage not be entered or changed on the first Product Invoice page while products are being added? Why does there have to be a default value that then can be changed later in the process? Why complicate the creation of an invoice…
  • Install both Sage 50 and Sage Instant Accounts on the same machine?

    Hi, is it possible to install both Sage 50 Accounts Pro 2013 (v19.01.11.285) and Sage Instant Accounts (v21.5.9.201) on the same machine, either Windows 8.1 or Windows 10? Now they're on two different machines, which is inconvenient. If it is possible…
  • Account Details - Company Name Change

    I had an account which should have contained my Instant Account & Line 50 Serial Nos & Activation Keys. Not been able to login & see this so I entered in the company details which are now different to those originally given as the company has changed…
  • Outlook v's Sage Instant Accounts

    Since the issue with being unable to email invoices from Sage after the recent Windows update, I have to use both systems as the administrator, which is fine here. My problem now is that outlook won't let me search for emails now i'm running as administrator…
  • Sage Instant Accounts SBD\SBDDesktop\v11\Sage.SBD.Common.dll SBDDesktop.exe - Bad Image

    (Please visit the site to view this file) Sage has been working perfectly fine for years. Tried to open it up last night and keep getting this message. Shut down computer and restarted. Still getting message. Anyone know why? Thanks in advance
  • Windows Essentials

    Hi, the compatibility list for V24 mentions Windows Server & SBS but does not mention Windows Server Essentials, does Sage Data Services work on Windows Essentials, implicitly for me Windows Server Essentials 2016? Windows Server 2016 Windows Server…
  • data service has stopped running on 127.0.0.1.

    When opening Sage Accounts, one of the following messages may appear: 'Unable to connect to Sage Data Service on machine [computer name]' 'Data service unavailable
  • Turn off all dashboard and process maps and Don't Display welcome screen settings not sticking.

    I am using Sage Instant Accounts 21.5.9.201 on Windows 10. I was reading through one of the books on how to use Sage and it mentioned Process Maps and Dashboards which are by default now switched off. To turn them on the checkboxes for both settings must…
  • Problem emailing invoices to outlook or gmail. It used to work!

    I have now wasted the entire day on this so I'm really helping someone can help me... I run Sage Instant Accounts V21 and Outlook 2016 via an Outlook 365 subscription. All 32 bit as far as I can see. I'm on Windows 10. I also have a gmail email account…
  • Instant Accounts Plus 21.5.9.201 Data Type field is empty when trying to Import

    Hi, I have been using Sage Accounts since the old DOS versions and every now and then it throws me a curve ball. This is one of them. Last month I clicked on File > Import (Data Import) > Next and then a list of 10 templates popped up and I chose…
  • Sage Instant Accounts entering daily takings

    I have had Sage Instant Accounts 2014 and haven't been using it. I now want to enter all of my z readings retrospectively into Sage. My question is how do I enter this information. My till like most simple tills separates the taking into potentially 24…