Cashbook
An online cash-based accounting system for sole traders to keep organised for HMRC and the bank.
Try Sage One Cashbook for free for 30 days with a no commitment trial.
We’ll only ask you for your payment details once you decide to continue using Sage One.
Is this right for me?
- It’s designed for sole traders
- Work online with your accountant
- Simple accounting for cash-based businesses
- You can store your customers and suppliers in one place
- Easy to get started and simple to use
- Integrates with Sage One Payroll
- What’s in it?
- Why use it?
Sage One Cashbook is a simple online service designed for cash-based businesses in the UK, helping you record the movement of money in and out of your business.
Features
The benefits of Sage One Cashbook
Work with your accountant online
Do you currently use Microsoft Excel®, or hand over a shoebox or bag full of receipts to your accountant every few months? Does your accountant have to ring you and ask if anything’s missing? If so, then using Sage One can help.
With Sage One Cashbook you get a simple way to record all of the money in and out of your business and your accountant can log in to see that information too. This means they don’t need to chase you for your receipts and they can do what you pay them for quickly and easily.
With Sage One Cashbook you get a simple way to record all of the money in and out of your business and your accountant can log in to see that information too. This means they don’t need to chase you for your receipts and they can do what you pay them for quickly and easily.
Record cash deposits
It sounds obvious, but we designed Sage One Cashbook for businesses that do cash-based accounting. In Sage One you can simply record what cash you’ve paid into your bank, the same way you actually did it. No more having to match specific income or expenses to the actual deposit.
Manage your contacts and produce statements
If you want to record all of your customer details in one place you can do that in Sage One Cashbook quickly and easily. It’s really straightforward and lets you record notes against your customers for future reference, helping to build a good relationship with that contact.
You can also produce a statement of activity against each contact showing all their payments. You can email these direct to your customer and if it’s someone you do regular business with, Sage One online accounting system can send them automatically, saving you time.
Simple reports
The simple reports and totals in Sage One online Cashbook will let you see where your money is going. This might help you find areas where you can save money or make changes to become more efficient. In the Summary screen, quickly view your income, expenses and get a rough idea of profit for the month and year to date. From the summary screen you can also run a full Profit and Loss Report.


