Getting started with Sage One Cashbook

To help you get off to the best possible start, we’ve put together a quick guide to getting started with links to more information.


If you need help at any point, simply click Help.

This takes you to our Help centre where you’ll find useful articles and videos to help with everything from getting started to the day-to-day processing of your accounts.

You can get help on a specific window when you see the help button, .

Import or create contact records

If you deal with the same customers or suppliers on a regular basis, you should set up contact records for them. Setting them up now saves you time when entering your invoices and having records also means you can keep track of who owes you money and who you owe money to. You can either import your contacts from a CSV file, or create them manually.

To import your contacts

To save time and effort when setting up your records, you can import your contacts from a CSV file. Importing contacts is quick and easy and is particularly useful if you have a lot of contacts or if you already have their information in a spreadsheet elsewhere.

You can access the import wizard from Contacts > Import Contacts. From here you can download a template CSV file and import the records. To find out more about how to do this, please see our Import contacts article.

To manually create contact records

If you only have one or two contacts, you might prefer to set them up manually. To do this click the Contacts tab > Create Contact > enter the required information > Save. For more information about how to complete the Create Contact window, please see our articles on how to add a contact record.

Create bank accounts

When you first sign up, two bank accounts are created for you, your current account and a cash in hand account. If necessary, you can create more accounts, for example, you might want to create an account for your credit card. You can create new accounts from the Banking tab > Manage Bank Accounts > Add a New Account.

Enter your opening balances

Now that you’ve set up your records, you’re ready to enter your bank opening balances.

Opening balances represent the financial position of your company on the day before you start using Sage One Cashbook. Whether you’re just starting your business or changing from another accounting system, you’re likely to have opening balances. Without accurate opening balances, the reports produced can’t give you a true picture of your financial position.

When entering opening balances, you need to choose a cut-off date. This is the date you’re going to stop using your existing accounting software or service and start using Sage One Cashbook.

You can enter your opening balances by clicking Settings > Cashbook Settings > Financial Settings. You should check the information here is correct then click the Opening Balances link.

Invite your accountant

If your accountant uses Accounting Partner Edition, you can invite them to view your information. To do this, from the top of the window, click Settings > Service Settings > Invite Accountant. Enter their email address then click Send. We’ll send them a message to let them know you’ve invited them to view your information.

If your service was set up by your accountant, you don’t need to do anything as they’ll already be able to see your information.

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