Sage Instant Accounts

Perfect for small businesses, Sage Instant Accounts makes managing cash flow, VAT, stock, customers and suppliers simple. Sage Drive is now included with your accounts software bringing you the flexibility of cloud and mobile.

In-depth information for Sage Instant Accounts

Sage Instant Accounts gives you the help you need to manage your finances, customers and suppliers.

  • Getting up and running

    • Available to download instantly when you buy online

    • Immediately register & activate your accounts software online

    • Easy set-up wizard

    • User friendly interface and menus

    • In-product video demos

    • Learn in practice more and demonstration data

    • Easy-to-use and modern design that can be tailored to the way you work

  • Manage your business from anywhere

    • With Sage Drive you can access your accounts information from anywhere with an internet connection
    • Provide colleagues and your accountant with real time, remote access to Sage Instant Accounts data with Sage Drive
    • Use the Sage 50 Accounts Tracker smartphone app to access current information from Sage Instant Accounts, on the go


  • Manage your stock

    • Use the stock wizard to easily calculate the value of your stock

    • Ensure stock levels are accurate by importing stock take from Excel/CSV files

    • Perform stock takes and automatically update stock levels

    • Create invoices and quotes that automatically pull in the details of your products and services

    • Keep detailed records of the products and services your business offers

    • Easily remove products and services that you no longer sell from your stock list

    • Record the cost and sales for each product and easily report on product profitability

    • View stock levels when raising an invoice or order

    • Easily calculate the value of your stock

    • Import stock take from Excel and CSV files

  • Manage your finances

    • Share information electronically with your accountant

    • Track money going in and out of your business

    • Automatically allocate credits against invoices

    • Choose from a range of financial reports to analyse your business

    • Control budgets for key areas of your business

    • Manage multiple currencies with the our new Foreign Trader module**

    ** Additional cost applies

  • Manage your business

    • Supports up to two concurrent users

    • Keep detailed records of your products and services

    • Rapidly find information using the Quick Search feature

    • Manage your time with the integrated diary

    • Use the dashboards for a quick snapshot of your business performance

    • Save your favourite reports to access them quickly

    • Easily correct any mistakes

    • Schedule regular automatic backups

    • Flag and hide inactive records for customers, suppliers and stock

    • Use the Report Designer to customise and tailor reports creating a professional image

    • Never miss a task or meeting using the in-built diary that integrates with Microsoft Office

  • Customer and sales management

    • Store and find customer contact details quickly and easily

    • Easily create professional looking customer invoices and quotations

    • Understand how profitable an invoice will be before you commit

    • See who owes you money and when it's due

    • Apply flexible discounts to quotes and invoices to win business

    • Record till takings, cash sales and card payments

    • Encourage immediate payments by adding the Sage Pay 'pay now' button to your email invoices**

    ** Additional cost applies

  • Manage your VAT

    • Enter and process transactions correctly using ‘Show me how’

    • Use the VAT verifier to check your return before you submit to HMRC

    • Submit VAT returns to HMRC online using simple step-by-step process

    • Generate your VAT return, European Community sales list and reverse charge sales list

    • Distinguish between different tax rates with separate tax codes

    • Run Profit & Loss and Balance Sheet reports at the touch of a button

    • Support for various VAT schemes:

      • Standard VAT

      • VAT Cash Accounting

      • Flat Rate VAT

      • Irish VAT Cash Accounting

  • Keep your bank records up-to-date

    • Keep track of money going in and out of your bank accounts

    • Record activity for multiple bank accounts

    • Keep accurate bank records with bank reconciliation

    • Reconcile your bank in real time with e-reconciliation

    • Avoid re-keying information - pay your suppliers with e-payments

    • Select from pre-defined Chart of Accounts or customise your own

  • Stay connected

    • Worry free and in control – connected to Sage, HMRC, customers, suppliers, banks and Accountants to help you manage your business

    • Live support through your accounting software

    • Receive live messages about changes to products that can help run your business

    • Reassurance you are compliant with legislation for all submissions

  • Supplier and purchase management

    • Store detailed records of your suppliers

    • Find contact details quickly

    • View a breakdown of individual supplier activity

    • Record your purchase invoices in batches

    • Easily identify what's outstanding and who you owe money too


  • Product and service management

    • Integrates perfectly with Microsoft® Excel, Word and Outlook, for further reporting or manipulation of data

    • Integrates with Sage Pay

    • Integrates with Sage Additions

  • Technical specs

    Minimum hardware

    • An IBM compatible computer with a 2GHz processor or higher

    • 2GB RAM (4GB for all PCs running a 64-bit operating system)

    • 5GB free disk space

    • Screen Resolution of 1024x768.

    • Network Users only: 1Gbps network (100 Mbps minimum).

    • An Internet connection with a minimum download speed of 2Mbps. Internet Explorer 10 or later.

    Supported Operating Systems

    • All 32 or 64-bit variants of Microsoft Windows 7, Windows 8, Windows Vista, Windows Server 2008 or Windows Server 2012

    Note: Please ensure all the latest Microsoft Updates are installed. Works with Microsoft Office 2013 and 2010 (32-bit editions) or 2007 and 2003.

Get In Touch

Got questions?


Do I need to be an accountant to use Sage Instant Accounts?

A No, this program is designed for people without any prior knowledge of accounts/bookkeeping.

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Last updated: 17/02/2015