Sage 200 Help Guides

Free Sage 200 help guides to help you with a range of Sage 200 processes

Sage 200 Training

Learn more about our training courses
Sage 200 Support

Learn more about our support packages

Welcome to the itas Sage 200 Professional & Sage 200 Standard User Guide Library


Welcome to our Sage 200 Help Guides download page! Below, you will find our library of free Sage 200 guides to help you with a number of different processes from adding a new company, performing your month and year end and even how to process payments.

Our guides are there to assist with any Sage 200 help you may need. If you have any suggestions for a Sage 200 help guide you may find useful, please email us and let us know info@itassolutions.co.uk

Our guides are designed specifically to help you, streamlining your processes to give you the freedom to focus on what you do best.

Sage 200 Newsletter

Get access to exclusive Sage 200 updates, resources and free webinars.


Sage 200 Standard User Guides

How to add a new user in Sage 200 Standard

How to add a new user in Sage 200 Standard

This Sage 200 user guide walks you through the key steps involved in both creating a new user and also controlling what information/functionality they can access.


How to Run a Year End in Sage 200 Standard

How to run a year-end in Sage 200 Standard

This Sage 200 user guide walks you through the key steps involved in running a year-end in Sage 200 Standard.


How to install the Sage 200 Standard App

How to install the Sage 200 Standard App

This Guide is designed for Administrators and/or IT teams. It shows you how to install the Sage 200 Standard app.


How to Amend SOP User Permissions

How to Amend SOP User Permissions in Sage 200 Standard

This Sage 200 user guide walks you through the key steps on how to amend SOP user permissions in Sage 200 Standard.


Maintaining Accounting Periods in Sage 200 Standard

Maintaining Accounting Periods in Sage 200 Standard

This Sage 200 user guide walks you through maintaining accounting periods in Sage 200 Standard.

Sage 200 Professional User Guides

How to Install Sage 200c onto a Client Machine

How to Install Sage 200 onto a Client Machine


This Guide is designed for Administrators and/or IT teams. It shows you how to install Sage 200 on a client machine, in the easiest and most efficient way possible.


How to Add a New Company in Sage 200c

How to Add a New Company in Sage 200


This guide is designed for administrators of Sage 200 On-premise. It walks you through the steps involved in creating a new company within Sage 200.



How to Add a New User in Sage 200c

How to Add a New User in Sage 200


This Sage 200c user guide walks you through the key steps involved in both creating a new user and also controlling what information/functionality they can access.


How to Add a New Role in Sage 200c

How to Add a New Role in Sage 200


This guide is designed for administrators of Sage 200c On-premise. It walks you through the key steps involved in creating a new role within Sage 200c.



How to Add a Report to your Menu in Sage 200c

Add a Report to your Menu in Sage 200


This guide is designed for users of Sage 200c. It walks you through the steps involved in adding a report to your menu in Sage 200c.



Basic Guide and Navigation in Sage 200c

Basic Guide and Navigation in Sage 200


This guide is designed for beginner users of Sage 200c. It walks you through the general navigation within Sage 200c as well as any basic steps.


EC Sales List Report in Sage 200c

EC Sales List Report in Sage 200


This guide is is designed to talk you through the process of doing EC Sales Reporting within Sage 200 including producing the output file for HMRC.



Financial Statement Layouts in Sage 200c

Financial Statement Layouts in Sage 200


This guide is designed for administrators of Sage 200 On-premise. As Sage 200 uses a SQL database to handle its backups.



How to Insert a Drill Down in Sage 200c

How to Insert a Drill Down in Sage 200


This Sage user guide is designed for those more advanced report designer users who want to know how to create a drill down report within Sage 200 Report Designer.


How to Perform a Month End in Sage 200c

How to Perform a Month End in Sage 200


This guide is designed for new users of Sage 200 or those who simply want a refresher on the month end process in Sage 200.



How to Process Payments in Sage 200c

How to Process Payments in Sage 200


This guide is designed for new users of Sage 200 or those who simply want a refresher on how to process large volumes of payments from within Sage 200.



How to set up Analysis Codes in Sage 200c

How to set up Analysis Codes in Sage 200c


This guide is designed for users of Sage 200c who want to use analysis codes within either Sales Ledger, Purchase Ledger, SOP and POP.


Sage 200 Training


Our Sage 200 training courses can be on-site or online. We offer Sage 200 Report Designer, Business Intelligence or a tailored bespoke training course, made just for you.

Find out more
How to perform a VAT Return in Sage 200c

How to perform a VAT Return in Sage 200c


This guide is designed for new users of Sage 200c or those who simply want a refresher on the VAT return process in Sage 200c.



How to Request a Free Sage 200c Report

How to Request a Free Sage 200c Report


This guide is designed for all Sage 200c users, showing you how to get 3 FREE reports that you didn't know you're entitled to!



How to perform a Year End in Sage 200c

How to perform a Year End in Sage 200c


This guide is designed for new users of Sage 200c or those who simply want a refresher on the year end process in Sage 200c.


How to Use Mail Merge with Sage 200c

How to Use Mail Merge with Sage 200c


This guide is designed for all levels of Sage 200c users, looking to utilise the brilliant tool that is Mail Merge within Sage 200c.



How to Add a New Online User in Sage 200c

How to Add a New Online User in Sage 200c


This guide is designed for new users of Sage 200c or those who simply want a refresher on how to Add a New Online User in Sage 200c.



Configure Email Settings on Layouts and Reports

Configure Email Settings on Layouts and Reports


This guide is designed for all levels of Sage 200c users. Taking you though every step in the process of configuring the email settings on layouts and reports.


How to Import Transactions and Accounts

How to Import Transactions and Accounts


This guide is designed for all levels of Sage 200c users. Showing you every step necessary when importing transactions and accounts into Sage 200c.



How to Create Journal Templates in Sage 200c

How to Create Journal Templates in Sage 200c


This guide is designed to help you create Journal Templates. Going through the 3 different methods, making the journaling process in Sage 200c as easy as possible.



How to Purchase Order Authorisation

How to Purchase Order Authorisation


This guide is intended to help you set up Purchase Order Authorisation within Sage 200c. We go through creating rules, including who the authorisers are.


Sage 200 Support


We offer a variety of Sage 200 support packages to fit in with your business needs. Whether you're new to Sage 200 or you've been using the software for a long time, we have the right Sage 200 support services for you.


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Bank Reconciliation in Sage 200c

Bank Reconciliation in Sage 200


This user guide is intended to help you with the Bank Reconciliation process within Sage 200c. you will be taken step-by-step through all the steps to complete this process.



How to Reverse Journal Entries in Sage 200c

How to Reverse Journal Entries in Sage 200


This guide is designed to help you create Journal Templates. Going through the 3 different methods, making the journaling process in Sage 200c as easy as possible.



How to Balance Ledgers in Sage 200c

How to Balance Ledgers in Sage 200


This guide is intended to help you set up Purchase Order Authorisation within Sage 200c. We go through creating rules, including who the authorisers are.


How to Generate Nominal Accounts in Sage 200c

How to Generate Nominal Accounts in Sage 200


This user guide is intended to help you with generating nominal accounts within Sage 200c. you will be taken step-by-step through all the steps to complete this process.


How to import supplier Accounts in Sage 200c

How to Import Supplier Accounts in Sage 200


This user guide is intended to help you with importing supplier accounts within Sage 200c. you will be taken step-by-step through all the steps to complete this process.


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How to Import Nominal Transactions in Sage 200


This user guide is intended to help you with importing nominal transactions within Sage 200c. you will be taken step-by-step through all the steps to complete this process.


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How to Import Nominal Budgets in Sage 200


This user guide is intended to help you with importing nominal budgets within Sage 200c. you will be taken step-by-step through all the steps to complete this process.


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How to Import Nominal Accounts in Sage 200


This user guide is intended to help you with importing nominal accounts within Sage 200c. you will be taken step-by-step through all the steps to complete this process.


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How to Import Customer Transactions in Sage 200


This user guide is intended to help you with importing customer transactions within Sage 200c. you will be taken step-by-step through all the steps to complete this process.


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How to Import Customer Accounts in Sage 200


This user guide is intended to help you with importing customer accounts within Sage 200c. you will be taken step-by-step through all the steps to complete this process.


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How to Import Cost Centres & Departments Sage 200


This user guide is intended to help you with importing cost centres and departments within Sage 200c. you will be taken step-by-step through all the steps to complete this process.


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How to Enter a Journal in Sage 200


This user guide is intended to help you with entering a journal within Sage 200c. you will be taken step-by-step through all the steps to complete this process.


Sage 200 Amend an Existing SMTP Connection

How to Amend an Existing SMTP Connection


This user guide is intended to help you with amending an existing SMTP connection in 200. You will be taken step-by-step through all the steps to complete this process.

Sage 200 Setting up an SMTP connection

How to Setup an SMTP Connection


This user guide is intended to help you with setting up an SMTP connection within Sage 200. You will be taken step-by-step through all the steps to complete this process.

Customer Exclusive Seminars (On-Demand)


Our Customer Exclusive webinars are for our customers who want to learn more about certain processes within Sage 200!

Seminar: Mastering Financial Statement Reports in Sage 200


This seminar aims to arm you with the tools, techniques, and knowledge you need to unlock the full potential of P&L reporting. From data collation to in-depth analysis, we'll walk you through the entire process to help you make informed financial decisions. 

Location: Webinar
Price: Free to Customers


Seminar: Sage 200 Simplified: Navigating Month-End and Year-End Like a Pro


This session will provide you with step-by-step guidance on essential checks, reporting methodologies, and reconciliation practices to ensure your month-end & year-end operations are as efficient as possible.

Location: Webinar
Price: Free to Customers


Seminar: Working with Budgets Effectively in Sage 200


In this seminar, we will look at utilising budgets in Sage 200 to help you plan and forecast effectively and monitor performance.

Location: Webinar
Price: Free to Customers


Seminar: Sage 200 Professional 2023 R2 – New Release Webinar (PROFESSIONAL ONLY)


Release 2 of 2023, brings some exciting new enhancements for your Sage 200 Professional system, and in this seminar, we talk about all about the newest features and enhancements that are now available to you.

Location: Webinar
Price: Free to Customers