TASBooks

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

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.

Article name Article number
To create or add a new company 34256
To copy an existing company 34356
Company consolidation 34254
To remove a company 34293
To back up your data files 34257
To restore your data 34350
To import company data 34398
Quick journal import 34400

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.

Article name Article number
Create or edit your bank accounts 34280
Epayments 34294
Epayments using SEPA 31820
Bank reconciliation 34297
Cash flow forecasting 34313

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.

Article name Article number
Customer refunds 34308
Receipts with discounts, underpayment or overpayment 34410
Aged Debtors report 34315
Credit control manager 34402
Contra entry on Standard VAT 34417
Recurring transactions 34405
Recording customer bounced cheques 34309
Recording customer write offs 34310
Remittance advice 34314
Foreign currency 34365
Creating sales orders, quotations and proformas 34418
Printing and posting sales orders 34412
Salespersons 34363
Skeleton orders and text blocks 34414
Purchase ordering 34427
Stock adjustments 34366
Stock forecasting 34362
Assembly product 34360
Dynamic discounts 34358

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