Sage Help Centre

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.

Benefits of using TASBooks

You can use TASBooks to:

  • Easily access your customers' contact information and track their purchase history, credit and trading terms.
  • Keep track of what you're owed and ensure you receive payments as quickly as possible.
  • Create VAT Returns for submission to HMRC or ROS.
  • Streamline your stock management, production and order fulfillment.
  • Record your suppliers' contact information and track what you're buying from them and how much you're paying for these goods.
  • Produce financial reports to study how your business is performing.
  • Quickly see how much cash your business has, or needs to have, at any point during a chosen period.

Installing TASBooks is straightforward, but to ensure it goes smoothly there are a few preparation steps you should follow.

Ensure you have your TASBooks serial number to hand

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.

Check your system requirements and access rights

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.

Download and install the latest version of TASBooks

If you're already using TASBooks

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.

Article name Article number
To create or add a new company 34256
Setting up your new company 34255
Maintaining users and passwords 34258
Check or enter nominal accounts 34277
Create or edit your bank accounts 34280
Customer records and groups 34269
Supplier records and groups 34278
Product records and groups 34279
How to enter opening balances 31821

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