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TASBooks takes the stress out of managing your business accounts.
Straightforward and simple to use, you can set up your company, post your transactions and much more at the touch of a button.
Here we take you through this process step by step to get you up and running with TASBooks. It's easy to do, and you can go at your own pace, entering as much or as little information as you want to get started.
You can use TASBooks to:
Installing TASBooks is straightforward, but to ensure it goes smoothly there are a few preparation steps you should follow.
You can find your serial number in the email, or on the invoice you received from us with your software. If you purchased TASBooks elsewhere, you can find your serial number on the product box.
Tip: If you're an Irish customer, you can view your account information, access support and downloads, and manage access to your account details online by visiting the Sage website. If you don't already have one, we recommend you create a Sage website login now.
Before you install TASBooks, you must:
Note: If you're upgrading from an earlier version of TASBooks or from FirstBooks, please ensure you have a backup of your data.
Before you can install a new version update, you must first re-license your software for the new version.
You're then automatically prompted to download and install the new version update when it's ready. If you prefer, you can manually check if it's available from TASBooks Company Manager > Help > Check For Updates.
Tip: For more information about upgrading your TASBooks software to the latest version, why not take a look at our easy to follow guide?
To receive an email with a link to download TASBooks, please contact TAS support:
Tip: For more information about installing your TASBooks software, why not take a look at our easy to follow guide?
The first thing you need to do in TASBooks is set up your company. It's easy to do and the amount of time it takes depends on how much information you want to enter. You don't have to do everything at once, if you prefer you can enter what you need to get started and pick it up again as and when you want to.
You can use the TASBooks Company Manager to manage your companies and carry out housekeeping tasks, such as, backing up your company information and much more.
Every payment you make or receive in TASBooks affects a bank account. To help you keep track of all money coming into and out of your business, you can set up different bank account records, for example, for credit cards, deposit accounts and petty cash accounts.
Every business is different, we understand that and develop TASBooks to make it as flexible as possible. However, there are some processes that are common to most businesses, especially when it comes to purchasing or selling goods and services. Here we explain the different ways you can deal with purchases and sales in your software, to help you decide what works best for you.