How To Set Up Bank, Credit Card and Cash Accounts on sage 50

1. From the Bank Accounts window, select the bank account you wish to edit from the list displayed (or, if you are adding a new account, accept the default selection), and then click Record. The Bank Record window appears. Note: If you are creating a new record, Sage Line 50 includes a wizard to guide you through the process. To run the wizard, from the Bank Accounts window, choose the New button and follow the on-screen instructions. Alternatively click Record. In the A/C Ref box, enter a new reference number for your new account. Use the Tab key to move onto the next field. The record will display ‘New Bank Account’ alongside the A/C Ref box. 2. To create a new account, click Discard. This clears any data shown. 3. In the boxes provided, enter the following bank account details: A/C Ref, Nominal Name, A/C Type, Currency, Current Balance, Minimum Limit, No Bank Reconciliation To add further details to your bank account, choose the tab you require from the Bank Record window. 4. To save the bank record, click Save. To clear the details you have entered and start again without saving, click Discard. 5. To exit the Bank Record window, click Close.