Accountant and bookkeeper set up guide


Introduction to Partner Edition

Find out about Partner Edition's main features and user interface.


Set up your practice in Sage Partner Edition

  1. Set up and manage users
  2. Add clients and subscriptions
  3. Assign users to clients
  4. Set up Making Tax Digital with Sage VAT Centre
  5. Authenticate your practice
  6. Request agent authorisation
  7. Set up AutoEntry in Partner Edition

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.