Instant Accounts Classroom Training Courses
We are the number one Sage Instant Accounts training partner in the UK. We provide quality training and can give you the most appropriate training programme. We'll get you where you want to be as soon as possible, and we get it right first time.
These courses are the top courses in the UK, please click the 
to see the descriptions below.
Sage Instant Accounts Stage 1 Training Course
This one-day course will give you an understanding of the basic principles of Sage Instant Accounts, from navigation through to creating and amending various records.
Choose this course if you're a new or existing accounts user who wants to get started with Sage Instant Accounts and understand what it can do for you.
Course Content
- Introduction to the software and navigating the menus
- How to set up Sage Instant Accounts for optimum performance for your type of business
- Understanding the implications of standard VAT and VAT cash accounting
- The integrated Sales, Purchase and Nominal Ledger systems
- Creating and amending nominal accounts
- Creating bank, cash and credit card accounts
- Customising the Chart of Accounts for the Profit and Loss and Balance
- Sheet reports
- Creating and amending customer and supplier accounts
- Entering opening balances for nominal, customer and supplier accounts
- Setting up password protection and/or restricting user access
What to do next
Click here to see all available courses and their dates, across the UK.
Sage Instant Accounts Stage 2 Training Course
This one-day course will give you an understanding of the day-to-day core operations of Sage Instant Accounts.
Choose this course if you're a new or existing accounts user who wants to understand the core functionality of Sage Instant Accounts.
Journal entries and bank transactions, sales and purchase ledger, invoicing and product management are some of the topics covered.
Course Content
- Recording journal entries in the Nominal Ledger
- Recording cash and bank payments and receipts, processing credit card transactions and bank transfers
- Recording invoices, credit notes and payments in the Supplier Ledger
- How to make e-payments using the e-banking facility
- Recording invoices, credit notes and payments in the Customer Ledger
- How to check and maintain data using backups
- Identifying and correcting errors
- Planning and maintaining stock records and entering opening balances
- Producing product invoices and managing stock control
- How to interrogate data using searches to enable more accurate reporting
What to do next
Click here to see all available courses and their dates, across the UK.
Sage Instant Accounts Stage 3 Training Course
The one-day course takes an in-depth look at the processes and procedures for Month End, Year End, credit control, VAT return, Microsoft® Office integration, bank reconciliation, recurring entries and Dashboards (Instant Accounts Plus).
Choose this course if you want to understand the essential management reporting and periodic routines within Sage Instant Accounts as well as how to transfer data for use with Microsoft® Word and Excel.
Course Content
- Producing credit control information on screen and in printed reports
- Set up and monitor credit limits and produce statements and overdue letters
- Set up and process regular payments and receipts, such as direct debits and standing orders, through recurring entries
- Perform a bank reconciliation by comparing your bank account to your actual bank statement
- Understand and create the Profit and Loss and Balance Sheet reports
- Perform the VAT return routine and reconcile to the VAT account
- Prepare and run the Year End, clear the audit trail and prepare for the new financial year
- Create graphs and integrate Sage Instant Accounts with Microsoft® Office
- Using the Sage Instant Accounts Plus Dashboards
What to do next
Click here to see all available courses and their dates, across the UK.
Certification
Now you can get Sage certification to prove your Sage Instant Accounts skills. Click here to find out more information.
