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Post Info TOPIC: Sage Advice Please
Terri


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Sage Advice Please
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I currently work at a clients premises one day a week but there is more work that needs to be done and I figure that a lot of it I can do from home and my client is happy for me to do this.

At the moment, my client uses Sage 50, so I was thinking that I could get my own version of Sage via the Bookkeepers Club as I can't afford to pay for it all at once and I understand that I can pay monthly this way.

Will it be easy enough for me to transfer the Sage data between my computer and my clients computer.  My clients version is a couple of years old, will my new version be compatible?

Terri


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Terri Homyard AICB CB. Cert PM. Dip

A1 Bookkeeping & Payroll Services

www.a1-bookkeeping.co.uk
BackOfficeGroup


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Terri

Your version will be compatible but then you wont be able to transfer the data back! You could always use something like Logmein to get access to his computer and work that way? Or put it all on a laptop? Does anyone else use the system, as you could have a problem with data input etc

P

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Terri


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There would only be me updating Sage but it isn't going to work if I can't transfer the data back.

I'm glad that I checked before I purchased Sage

Thank you

I will have a look into Logmein

Terri

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Terri Homyard AICB CB. Cert PM. Dip

A1 Bookkeeping & Payroll Services

www.a1-bookkeeping.co.uk
Denise


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Sorry to jump in on your thread Terri, but does anyone know if you can restore data from Sage 50 to Sage instant if they are the same version? I know you can do it vice versa.

Many thanks

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Denise
www.niftynumbers.co.uk
semsley


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Hi Debbie

Yes you can.

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Advice from beyond the grave!!!

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Denise


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Thank you for that. Like Terri I wanted to do some work from home for my client but needed to make sure it would work first.

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Denise
www.niftynumbers.co.uk
Ann-marie


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I contacted Sage today about the Bookkkeeper's club option it's £425+vat which includes 5 licenses but not payroll (that's extra). He did mention that I need to provide them with 3 things before they could send me the software:
1 - ID
2 - Business Letterhead
3 - Proof of profession

He emailed this information across to me, but I wasn't such what would be classed as proof of profession, i'm guessing that Sage want to see certificates etc... does any one know if it is certificates that they require?

Thanks

Ann-marie

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Ann-marie Kelly

www.twitter.com/smartiesbooks
www.smartiesbookkeeping.co.uk
PJC Bookkeeping


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Hi Ann-Marie,

That's interesting. When I ordered the Sage Professional Bookkeepers' Club package for Accounts and Payroll in June I was asked to provide the following documents:

1. Passport or driving licence
2. Company headed paper or invoice
3. Utility bill

I faxed copies of these documents to Sage. They also carry out a credit control check.

I am not sure about 'proof of profession' - have Sage changed procedures to verify potential customers?

Regards

Peter

PJC Bookkeeping Services
www.pjcbookkeeping.co.uk

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Ann-marie


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Hi Peter.

I'm not sure, sounds like they may have changed there procedures. I'm going to try and give them a call in a bit so I'll let you know how I get on...

Ann-marie

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Ann-marie Kelly

www.twitter.com/smartiesbooks
www.smartiesbookkeeping.co.uk
BackOfficeGroup


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I can't remember what they wanted when I joined - it was sooo long ago, sorry! But I'm sure it was just proof of ID and letterhead.

P

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Julie Dawn


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Hi, I have recently joined and was asked for proof of profession. I asked how I did this and was advised just to email them confirm that I provide bookeeping services. My email showed my company and website details which was enough for them to send me the software.
Julie

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Julie Savage
Stopsley Bookkeeping Services
www.stopsleybookkeepingservices.com
info@stopsleybookkeepingservices.com
Ann-marie


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Hi Julie,

That's interesting, I didn't have the time to speak to Sage today to check with them, but sending an email is simple enough.

Are you finding the sage bookkeeping club useful? do you think that it is good value for money?

Ann-marie

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Ann-marie Kelly

www.twitter.com/smartiesbooks
www.smartiesbookkeeping.co.uk
Julie Dawn


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Hi Ann-marie,

Yes I think its the cheapest way of getting Sage accounts and Payroll with multi licences. I am not sure what other benefits I can get from the bookkeeping club but I have had to call them a couple of times when transferring software over to a new laptop and they were really helpful.

Julie

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Julie Savage
Stopsley Bookkeeping Services
www.stopsleybookkeepingservices.com
info@stopsleybookkeepingservices.com
Ann-marie


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Time for an update on the Sage Bookkeepers club. I had to sent the following to Sage in the end:

* ID
* Headed Paper
* Proof of profession (I sent my AAT qualification certificate)
* Utility Bill

Spoke to Sage today and it should be with me within 3-4 working days - So i'm really pleased i've finally got it sorted.

-- Edited by Ann-marie on Wednesday 2nd of December 2009 08:36:32 PM

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Ann-marie Kelly

www.twitter.com/smartiesbooks
www.smartiesbookkeeping.co.uk
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