Sage Bookkeeping Diploma Course

COURSE INFORMATION

Certified Course
Accredited Course
10 Modules
Study Group Access

ACCREDITATIONS

QLSCPD
Sage Bookkeeping Diploma Course
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What Will You Learn?

If you’re considering a career in bookkeeping, this course provides an excellent starting point. Packed with beginner-level information, you’ll learn the foundations of bookkeeping and accounting methods and become familiar with the Sage software and its basic functions.

The Sage Bookkeeping Diploma Course begins by introducing you to the basics of bookkeeping, it’s importance, and some basic theory and methodologies, such as double-entry bookkeeping. It’s then on to Sage, the core focus of this course and a hugely influential software within the finance industry.

First, you’ll be introduced to the basics before exploring specific functions within the software. The course covers recording transactions and opening balances, creating invoices, customer receipts and credit notes, managing and updating data, reconciling bank account transactions, creating VAT returns and trial balances, and producing financial reports.

By studying this course, you will:

  • Gain a firm grasp of the basics of double-entry bookkeeping, understand its methodology and become proficient in balancing accounts
  • Understand the relevance and prerequisites of Sage accounting, along with its basic functionality and potential
  • Learn how to competently apply basic accounting concepts in Sage software, such as recording payments, creating invoices, reconciling bank accounts and more
  • Understand how to manage the Sage software, add users, use helpful resources and be aware of third party integrations.
Accountant creating an invoice

Course Syllabus

What will I learn on the course?

Certified Course
Accredited Course
  • Introduction
  • Part 1: What is Bookkeeping?
  • Part 2: Manual and Computerised Bookkeeping
  • Part 3: Types of Bookkeeping Systems
  • Part 4: Cash and Accruals Basis of Account
  • Test Your Knowledge
  • Key Learning Points Exercise
  • Module 1 Assessment
  • Part 1: What is Double-Entry Bookkeeping?
  • Part 2: Books of Original Entry
  • Part 3: Trial Balance
  • Test Your Knowledge
  • Key Learning Points Exercise
  • Module 2 Assessment
  • Part 1: Flow of Financial Information
  • Part 2: Accounting Concepts
  • Test Your Knowledge
  • Key Learning Points Exercise
  • Module 3 Assessment
  • Part 1: Sage Accounting
  • Part 2: Features
  • Part 3: Dashboard Features
  • Test Your Knowledge
  • Key Learning Points Exercise
  • Module 4 Assessment
  • Part 1: Theoretical Versus Practical Bookkeeping
  • Part 2: The Chart of Accounts
  • Part 3: Recording the Opening Balances
  • Part 4: Transactions and General Journal
  • Test Your Knowledge
  • Key Learning Points Exercise
  • Module 5 Assessment
  • Part 1: Updating the Contacts
  • Part 2: Creating Sales Invoices
  • Part 3: Creating a Credit Note
  • Part 4: Recording Receipts Against Sales Invoice
  • Test Your Knowledge
  • Key Learning Points Exercise
  • Module 6 Assessment
  • Part 1: Versions and Limitations
  • Part 2: Creating New Price Lists
  • Part 3: Deleting Records in Sage
  • Part 4: Adding Users in Sage
  • Test Your Knowledge
  • Key Learning Points Exercise
  • Module 7 Assessment
  • Part 1: What is Bank Reconciliation?
  • Part 2: A Difference Between the Cash Book and Bank Statement
  • Part 3: Steps of Reconciliation
  • Part 4: Bank Reconciliation in Sage
  • Part 5: Step by Step Guide for Reconciliation in Sage
  • Test Your Knowledge
  • Key Learning Points Exercise
  • Module 8 Assessment
  • Part 1: What is VAT?
  • Part 2: VAT Returns in Sage
  • Part 3: Manually Preparing the VAT Return
  • Part 4: Creating the VAT Return Automatically
  • Test Your Knowledge
  • Key Learning Points Exercise
  • Module 9 Assessment
  • Part 1: Financial Reports
  • Part 2: Financial Statements in Sage Cloud Accounting Start
  • Part 3: Financial Statements in Sage 50cloud
  • Part 4: Third Party Integration
  • Part 5: Getting Help in Sage
  • Test Your Knowledge
  • Key Learning Points Exercise
  • Conclusion
  • Module 10 Assessment
Who Would Benefit from This Course?

This course will provide those hoping to become bookkeepers with a foundation level of knowledge of the industry-standard accounting software, Sage. You’ll be guided through accounting processes including double-entry bookkeeping, the double-entry equation, types of ledger accounts, inventory tracking, and journalising transactions and how to apply these basic bookkeeping concepts using the Sage software.

Close up of an accountant's hand holding a pen and working on a calculator
Accreditations

The Sage Bookkeeping Diploma Course will take you up to 150 hours to complete, working from home. There is no time limit for completing this course, it can be studied in your own time at your own pace.

This is a Level 3 course and will give you 150 CPD (Continued Professional Development) points.

Upon completion of your course assessments, you receive 2 certificates. A certificate from the Centre of Excellence and a CPD certificate displaying the number of CPD points earned from the course.

This course is endorsed by the Quality Licence Scheme. Therefore, upon successful completion of this course, learners can also receive a certificate of achievement from Quality Licence Scheme and a Learner Unit Summary, which lists the details of all the units the learner has completed as part of the course. (This certificate is optional and costs an additional £25).

The Quality Licence Scheme is part of the Skills and Education Group, a charitable organisation that unites education and skills-orientated organisations that share similar values and objectives. With more than 100 years of collective experience, the Skills and Education Group’s strategic partnerships create opportunities to inform, influence and represent the wider education and skills sector.

The Skills and Education Group also includes two nationally recognised awarding organisations; Skills and Education Group Awards and Skills and Education Group Access. Through their awarding organisations they have developed a reputation for providing high-quality qualifications and assessments for the education and skills sector. They are committed to helping employers, organisations and learners cultivate the relevant skills for learning, skills for employment, and skills for life.

Their knowledge and experience of working within the awarding sector enables them to work with training providers, through the Quality Licence Scheme, to help them develop high-quality courses and/or training programmes for the non-regulated market.

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Sage Bookkeeping Diploma Course
US$158.82
Sage Bookkeeping Diploma Course
Sage Bookkeeping Diploma Course
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