Solution Properties
Solution ID:
200427112405708
Last Modified Date:
Wed Oct 28 11:07:30 UTC 2026
Taxonomy Path:
Case category//How do I...//setting up
Author:
[email protected]
Set up a new company
Description
Start by setting up your company in Sage 50 Accounts. You don't need to enter everything straight away. Just add what you need to get started, then come back and add more information later.

 

Cause
Resolution

NOTE:

When you complete the Active Setup wizard, the login window may appear. Enter manager, then your password if you set one, then select OK.

 

Create a new company

When you first open your Sage 50 Accounts program, the Active Setup window appears. 

Select Create and follow the prompts to set up and configure your first set of company data.

Customise your company

After you complete the Active Setup wizard and log in, a Customise your company window appears. Here you can enter default information, which saves you time later when you enter records and transactions.

It covers:

  • Customer and supplier defaults, such as the default nominal codes
  • Bank defaults that are common to all of your bank accounts
  • Product defaults, such as the default tax code
  • Financial defaults, such as VAT settings, departments, and budgeting
  • Administrative defaults, such as access rights and email defaults

We recommend reviewing each area in Customise your company now, but you don't need to complete everything straight away. You can return at any time by selecting Tools then choose Customise your company.

 

Upgrade your licence

Growing business? Add more companies, users, or employees to your licence with ease. Leave your details and we’ll be in touch.

 

Steps to duplicate
Related Solutions