Accountant and bookkeeper set up guide


Get started with Client Management

Find out about Client Management's main features and user interface.


Set up your practice in Client Management

  1. Set up and manage users
  2. Add clients and manage clients
  3. Add and manage subscriptions for your clients
  4. Manage your business account
  5. Set up Making Tax Digital (MTD) for VAT for your practice
  6. Authenticate your practice and enter the agent reference number
  7. Request agent authorisation
  8. Set up VAT overview to access historical VAT information

Set up your clients with Sage Accounting

  1. Review or import Chart of Accounts
  2. Enter opening balances from your trial balance
  3. Create or import customer or supplier contacts
  4. Enter or import customer or supplier opening balances

  5. Set up bank account and opening balances
  6. Set up AutoEntry in Sage Accounting
  7. Run trial balance and set the lock date

Get started with Sage University (opens in a new window or tab)

Learn more about Sage University, your Sage training resource.


Get your clients started with Sage Accounting

Take a look at these articles on Sage Accounting to help your clients get up and running.