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Sage 50 / Instant: Checking Opening Balances

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About this Lesson

  • Type: Video Tutorial
  • Length: 1:51
  • Media: Video/mp4
  • Use: Watch Online & Download
  • Access Period: Unrestricted
  • Download: MP4
  • Size: 8 MB
  • Posted: 06/15/2009

This lesson is part of the following series:

Sage Tricks for Accountants (8 lessons, $29.70)

If you're an accountant or bookkeeper who's inherited a set of Sage 50 or Sage Instant books from a client, and you want to check the opening balances on Sage against last year's accounts...

How do you do that?? Where should you look on Sage? How can you be sure you've got the right figures?

Watch this video to find out!

This video is a screencast of Sage Instant, but will apply equally well to Sage 50.

Also included in the price of the lesson is a fully illustrated .pdf document covering the same content as the video.

Supplementary Files

  • Once you purchase this lesson you will have access to these files:
  • Sage_tricks_for_accountants_brought_forward_balances.pdf Sage_tricks_for_accountants_brought_forward_balances.pdf

About this Author

Emily Coltman
Emily Coltman
15 lessons

Hi, I'm a Chartered Accountant by profession and have now branched out into making screencasts.

My "Sage Tricks for Accountants" video series came about after having learnt these tricks the hard way as I struggled to turn a set of records on Sage into a set of balancing accounts.

And my "Really Simple Bookkeeping" video series was inspired by the number of really small businesses who just don't need to buy expensive desktop software to keep their books.


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Shows bookkeepers and accountants how to check the opening balances in a client's Sage 50 or Sage Instant file.

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