Hi Chloe 

Here's my handy 3-step guide:

1. Getting started

Going digital might scare you, but the benefits really do outweigh the worries.

Clients feel so much more at ease knowing they are on top of their accounts all of the time, and they no longer get that sense of dread as the year end approaches, not knowing what their finances are like or how much tax they will have to pay.

Once they have familiarised themselves with using accounting software, they find the whole process so much easier and quicker. They find processing as they go, rather than scrambling around and having to find hours to gather and organise their documents at once, more convenient and less time-consuming.
My advice is to seek support to get started with accounts software.

2. Get the opening balances right

If you are moving over to digital and you aren’t a new business you’re going to need to enter your opening balances into the software. The software takes care of all your double-entry bookkeeping as you use it, but it needs a solid foundation to build upon. The opening balances are this foundation.

This is one of the most common issues I see when coming in to help clients who have been managing their own bookkeeping. Without opening balances being correct, all subsequent figures become incorrect.

3. Seek support

My final piece of advice: Ask. I've seen clients with no experience whatsoever in bookkeeping take to accounting software and getting on with it just fine. Where anyone isn’t sure, they can reach out to online communities like this. They can also contact Sage support, and of course they can always pop a question over to their accountant.

Thanks 

Shaun 

Thanks for your response Shaun