Inicio rápido
Esta guía abarca todas las funciones de Sage:
- Empezando — Crear cuenta y configuración básica
- Cómo utilizar informes financieros más inteligentes — Build profit and cash flow reports in a few clicks
- Cómo utilizar la contabilidad multidivisa — Invoice and get paid by customers around the world
- Cómo utilizar la gestión de inventario — Track stock levels and keep control over every item you hold
- Cómo utilizar el registro digital de datos — Store receipts and invoices without chasing paper at year end
- Cómo utilizar la conciliación bancaria — Match your bank lines to your books in minutes instead of hours
- Cómo utilizar el informe del balance general — See a clear picture of what your business owns and owes
- Cómo usar Sage Copilot — Ask plain questions about your books and get answers instantly
- Cómo utilizar la gestión avanzada de inventario — Handle stock across several locations with batch tracking
- Cómo utilizar la gestión de proyectos — Track cost, time, and profit for each job you take on
Tiempo necesario: 5 minutos por función
También en esta guía: Consejos profesionales | Errores comunes | Solución de problemas | Precios | Alternativas
¿Por qué confiar en esta guía?
I’ve used Sage for two years and tested every feature covered here.
This tutorial comes from real hands-on experience, not vendor screenshots.
Where the answer was not obvious, I checked Sage documentation and my own research before writing the step.
La salvia es una de las más poderosas contabilidad aplicaciones disponibles hoy.
But most people only ever touch invoices and bank feeds.
Esta guía le muestra cómo utilizar todas las funciones principales.
Paso a paso, con capturas de pantalla y consejos profesionales.
If you searched how to use sage hoping for the herb, skip to the What is Sage section below.
Tutorial de Sage
This How to Use Sage tutorial walks you through every feature step by step, from first sign-in to the tricks that make you fast.
Sabio
Stop wrestling with spreadsheets at month end. Sage links your bank, reads your receipts, and builds the reports your accountant asks for. Start free and add features as you grow.
Primeros pasos con Sage
Antes de utilizar cualquier función, complete esta configuración inicial.
Tarda unos tres minutos.
Here is what my own first week with the app looked like:
Ahora vamos a repasar cada paso.
Paso 1: Crea tu cuenta
Go to Sage’s website and click Start Free Trial.
Introduce tu correo electrónico y crea una contraseña.
✓ Control: Comprueba tu bandeja de entrada para recibir un correo electrónico de confirmación.
Step 2: Open the App on Web or Mobile
Sage runs in any browser, with free apps for iOS and Androide.
Inicia sesión con los datos de tu nueva cuenta.
Así es como se ve:
✓ Control: You should land on the main dashboard.
Paso 3: Completar la configuración inicial
Ingresa tu negocio name, financial year end, and tax registration details.
Then link your bank so transactions start to flow in.
✅ Hecho: Estás listo para usar cualquiera de las funciones a continuación.
Cómo utilizar los informes financieros inteligentes de Sage
Informes financieros más inteligentes lets you build profit, loss, and cash flow reports in a few clicks.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Open the Reporting Menu
Sign in and click Informes en la barra de navegación superior.
Pick Profit and Loss to start.
Step 2: Set Your Date Range and Filters
Choose the period you want, then filter by department or tax code.
Así es como se ve:
✓ Control: You should see live figures pulled straight from your ledger.
Step 3: Save or Export the Report
Click Export to send it to PDF, CSV, or Excel.
✅ Resultado: You have a report that shows exactly where the money went.
💡 Consejo profesional: Run your profit report every Monday morning, not once a quarter. Small errors are easier to fix while you still remember the transaction.
Cómo utilizar la contabilidad multidivisa de Sage
Contabilidad multidivisa lets you invoice and get paid by customers around the world without manual maths.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Activar la función multidivisa
Go to Settings, then Business Settings, then Currencies.
Switch the toggle on and pick your base currency.
Step 2: Add the Currencies You Trade In
Select each currency you invoice or buy in.
Así es como se ve:
✓ Control: The invoice total should show both currencies side by side.
Step 3: Raise an Invoice in a Foreign Currency
Choose the customer, pick their currency, and send the invoice.
✅ Resultado: Exchange gains and losses now post to your ledger on their own.
💡 Consejo profesional: Let Sage pull live exchange rates instead of typing your own. Manual rates are the top cause of tiny balance differences at year end.
How to Use Sage Inventory Manager
Gestión de inventario lets you track stock levels and keep control over every item you hold.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Create Your Product Records
Click Products and Services, then New Item.
Add a code, cost price, and sale price.
Step 2: Enter Your Opening Stock
Type the quantity you hold today for each item.
Así es como se ve:
✓ Control: Each product row should show a live quantity in stock.
Step 3: Set Reorder Levels
Add a low-stock number so Sage warns you before you run out.
✅ Resultado: Stock levels now drop and rise on their own as you trade.
💡 Consejo profesional: Group items with a short shelf life under their own category. It takes one minute and saves you from writing off stock you forgot about.
How to Use Sage Digital Record-Keeper
Registro digital de datos lets you store receipts and invoices without chasing paper at year end.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abre la aplicación móvil
Install the Sage app and sign in with the same login.
Tap the camera icon to capture a receipt.
Step 2: Upload and Read the Receipt
Sage reads the date, supplier, and total for you.
Así es como se ve:
✓ Control: The expense line should show a small paperclip icon.
Step 3: Attach It to a Transaction
Match the receipt to an expense, then post the transaction.
✅ Resultado: Every receipt now sits attached to the entry it belongs to.
💡 Consejo profesional: Upload receipts the same day you spend. A photo taken in the car beats a faded paper receipt found in a coat pocket in March.
Cómo utilizar la conciliación bancaria de Sage
Conciliación bancaria lets you match your bank lines to your books in minutes instead of hours.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Link Your Bank Account
Go to Banking and choose Connect to Bank.
Pick your bank and approve the integration.
Step 2: Review the Suggested Matches
Sage suggests a match for each imported line.
Así es como se ve:
✓ Control: The unreconciled count should fall towards zero.
Step 3: Confirm or Create the Missing Entry
Accept the match, or create a new entry for anything unknown.
✅ Resultado: Your bank balance and your Sage balance finally agree.
💡 Consejo profesional: Never ignore a line you cannot explain. Park it in a suspense account and ask your accountant, rather than forcing a match that hides a real error.
Cómo utilizar el informe de balance de Sage
Informe del balance general lets you see a clear picture of what your business owns and owes.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Open the Balance Sheet
Click Reporting, then Balance Sheet.
Set the date you want to view.
Step 2: Drill Into Any Line
Click a figure to see the transactions behind it.
Así es como se ve:
✓ Control: El total de activos debe ser igual al pasivo más el patrimonio neto.
Step 3: Compare Two Periods
Tick the comparison box to show last year beside this year.
✅ Resultado: You can now explain any number on the page in one click.
💡 Consejo profesional: Check your debtors line before you chase invoices. It shows who owes you money right now, which is faster than a search through emails.
How to Use Sage Sage Copilot
Copiloto sabio lets you ask plain questions about your books and get answers without building a report.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Open Copilot
Click the Copilot icon in the top right corner.
It sits on your dashboard on eligible plans.
Step 2: Ask a Question in Plain English
Type something like which customers are late paying me.
Así es como se ve:
✓ Control: Copilot should reply with figures from your own data.
Paso 3: Actúa en función de la respuesta.
Use the suggested chase list or drill into the detail.
✅ Resultado: You get a straight answer without learning report syntax.
💡 Consejo profesional: Ask follow-up questions in the same thread. Copilot keeps the context, so you can narrow a wide answer down to one customer or one month.
How to Use Sage Advanced Inventory Manager
Gestión avanzada de inventario lets you handle stock across several locations with batch and serial tracking.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Add Your Warehouses
Open Inventory Settings and create one record per location.
Name each one clearly, such as Shop or Unit 4.
Step 2: Assign Stock to Each Location
Move opening quantities into the right warehouse.
Así es como se ve:
✓ Control: Each item should show a quantity per location.
Step 3: Set Batch or Serial Tracking
Turn tracking on for items you need to trace.
✅ Resultado: You can trace any unit back to the batch it arrived in.
💡 Consejo profesional: Run a spot count on ten items each month rather than one huge count each year. Errors stay small and you find the cause while it is fresh.
How to Use Sage Project Manager
Gestión de proyectos lets you track cost, time, and profit for each job you take on.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Crear un proyecto
Click Projects, then New Project, and name the job.
Add a budget and a start date.
Step 2: Tag Costs and Time to It
Pick the project on every bill, expense, and timesheet.
Así es como se ve:
✓ Control: The project card should show costs building up in real time.
Step 3: Review Project Profit
Open the project report to compare budget against actual.
✅ Resultado: You can see which jobs make money and which quietly lose it.
💡 Consejo profesional: Tag costs as you enter them, never later. A bill left untagged for a week almost always ends up in the wrong job or in no job at all.
Consejos y atajos de Sage Pro
After two years of daily use, here are the tips I’d give a new user.
Atajos de teclado
| Acción | Atajo |
|---|---|
| Búsqueda global abierta | Ctrl + / |
| Create a new invoice | Alt + N |
| Save and add another | Ctrl + Shift + S |
| Jump back to dashboard | Alt + H |
Características ocultas que la mayoría de la gente pasa por alto
- Facturas recurrentes: Set them once and Sage raises them on schedule, which frees your morning for real work.
- Saved report layouts: Save a filtered report once, then repeat it each month with two clicks.
- Universidad Sage: Every plan includes a free course library plus a busy community forum where users post fixes.
Errores comunes que se deben evitar según Sage
Mistake #1: Forcing a Bank Match
❌ Incorrecto: Matching a payment to the nearest invoice just to clear the screen.
✅ Derecha: Park anything you cannot explain and ask before you post it.
Mistake #2: Skipping the Chart of Accounts
❌ Incorrecto: Dumping every cost into one general expense code.
✅ Derecha: Spend ten minutes setting codes so reports give you real clarity.
Mistake #3: Treating Setup as Optional
❌ Incorrecto: Invoicing on day one with the wrong tax rates saved.
✅ Derecha: Prepare your tax settings first, because fixing posted invoices is slow.
Solución de problemas de Sage
Problem: Bank Feed Stopped Importing
Causa: Banks expire the connection every 90 days for security.
Arreglar: Open Banking, click the account, and reconnect through your bank’s login screen.
Problem: Balance Sheet Does Not Balance
Causa: An opening balance was entered without a matching entry.
Arreglar: Run the trial balance for your start date and correct the suspense account.
Problem: Invoice Emails Land in Spam
Causa: Your domain has not been verified inside Sage.
Arreglar: Add the SPF record Sage gives you, then send yourself a test invoice.
📌 Nota: If none of these fix your issue, contact Sage support or leave a comment below with what you’re seeing.
¿Qué es Sage?
Sabio is an accounting tool that records your money, matches your bank, and files your tax returns.
Think of it like a filing cabinet that adds up as you drop things in.
Mira este breve resumen:
Incluye estas características clave:
- Informes financieros más inteligentes: Profit, loss, and cash flow reports built from live data.
- Contabilidad multidivisa: Invoice in one currency and report in another automatically.
- Gestión de inventario: Live stock counts that update as you invoice and buy.
- Registro digital: Snap, upload, and attach receipts to the right transaction.
- Conciliación bancaria: Bank feeds that match themselves against your entries.
- Informe del balance general: A live view of assets, liabilities, and equity.
- Copiloto Sage: An AI helper that answers questions inside your accounts.
- Gestión avanzada de inventario: Multi-location stock, batch numbers, and reorder rules.
- Gestión de proyectos: Job-level costing so you know which work pays.
Para una revisión completa, consulte nuestra Reseña de Sage.
Precios de Sage
Esto es lo que cuesta Sage en 2026:
| Plan | Precio | Mejor para |
|---|---|---|
| Contador individual | Gratis | Testing the app before you commit |
| Contador individual | 7 £/mes | Sole traders with simple books |
| Inicio de contabilidad | 18 £/mes | Small businesses that need reports and stock |
Prueba gratuita: Yes, 30 days with no card required.
Garantía de devolución de dinero: No, but plans are monthly and you can cancel anytime.
💰 Mejor relación calidad-precio: Accounting Start — it adds the reporting and inventory tools most owners need within a year.
Sage frente a alternativas
¿Cómo se compara Sage? Este es el panorama competitivo:
| Herramienta | Mejor para | Precio | Clasificación |
|---|---|---|---|
| Sabio | Stock and job costing | $7/mes | ⭐ 4.2 |
| QuickBooks | Conocimientos de contabilidad | $38/mes | ⭐ 4.4 |
| Xero | Facilidad de uso | $20/mes | ⭐ 4.4 |
| FreshBooks | Facturación de servicios | $21/mes | ⭐ 4.3 |
| Libros de Zoho | Relación calidad-precio | $20/mes | ⭐ 4.4 |
| Ola | Free basics | $0/mes | ⭐ 4.1 |
| Acelerar | Personal finances | $6/mes | ⭐ 3.9 |
| NetSuite | Enterprise finance | Costumbre | ⭐ 4.0 |
Selecciones rápidas:
- Mejor en general: Sage — depth on stock, projects, and reporting at a low price.
- Mejor presupuesto: Wave — free for invoicing if your needs stay simple.
- Ideal para principiantes: FreshBooks — the shortest learning curve of the group.
- Ideal para comercio electrónico: Synder — it connects sales channels without manual entry.
🎯 Alternativas a la salvia
¿Buscas alternativas a Sage? Aquí tienes las mejores opciones:
- 🚀 Destreza: Pulls receipts and bills in fast, then pushes clean data to your ledger.
- 🧠 Docyt: AI teneduría de libros that codes transactions for you and closes books faster.
- 🌟 Xero: The closest rival on features, with a friendlier interface and a big app store.
- ⚡ Fin de mes fácil: Built for one job only: getting the month-end close finished on time.
- 🔧 Rompecabezas IO: Made for startups that want real-time accounting without a bookkeeper.
- 💼 Libros de Zoho: Strong value if you already run other Zoho apps across your business.
- 📊 Sínder: Best if most of your sales come through Stripe, Shopify, or PayPal.
- 🎨 Refrescarme: Ligero teneduría de libros aimed at freelancers who hate heavy software.
- 💰 Ola: Free invoicing and accounting for very small businesses on a tight budget.
- 🏠 Acelerar: Better for personal and alquiler finances than for company books.
- 🔗 Hubdoc: Fetches statements and bills automatically, then files them for you.
- ✈️ Expensificar: Handles employee expense claims and card spend better than most rivals.
- ⭐ QuickBooks: The most popular pick, with the widest pool of accountants who know it.
- 📄 Entrada automática: Turns paper and PDF documents into ledger entries with little typing.
- 👶 FreshBooks: The easiest option for beginners billing by the hour or by project.
- 🏢 NetSuite: Full enterprise finance for companies that have outgrown small-business tools.
Para ver la lista completa, consulte nuestra Alternativas a la salvia guía.
⚔️ Comparación con Sage
Así es como Sage se compara con cada uno de sus competidores:
- Sage contra Dext: Dext captures paperwork better, but it needs a ledger behind it. Sage is the ledger.
- Sabio contra Docyt: Docyt automates coding more aggressively. Sage gives you more control over the chart of accounts.
- Sage frente a Xero: Xero feels friendlier on day one. Sage wins on inventory depth and payroll in the UK.
- Fin de mes sabio vs. fácil: Easy Month End only closes the books. Sage runs the whole finance function.
- Sage vs Puzzle IO: Puzzle suits venture-backed startups. Sage suits comercio businesses that hold stock.
- Sage vs. Zoho Books: Zoho is cheaper and tidier. Sage has deeper reporting and stronger accountant support.
- Sage contra Synder: Synder is better for ecommerce sync. Sage is better as the system of record.
- Sage vs. RefreshMe: RefreshMe is simpler for solo work. Sage scales when you hire staff.
- Sage vs Wave: Wave costs nothing but stops at basics. Sage grows with multi-currency and inventory.
- Sage frente a Quicken: Quicken is built for household money. Sage is built for business compliance.
- Sage contra Hubdoc: Hubdoc only fetches documents. Sage records, reconciles, and reports on them.
- Sage frente a Expensify: Expensify beats Sage on staff expense claims. Sage beats it everywhere else.
- Sage frente a QuickBooks: QuickBooks has a smoother interface. Sage handles complex stock and job costing better.
- Sage vs. AutoEntry: AutoEntry is a data-entry helper, not a ledger. It feeds Sage rather than replacing it.
- Sage frente a FreshBooks: FreshBooks is easier for service invoicing. Sage is stronger for product businesses.
- Sage frente a NetSuite: NetSuite offers more at enterprise scale. Sage costs a fraction of the price.
Empiece a usar Sage ahora
Aprendiste a usar todas las funciones principales de Sage:
- ✅ Informes financieros más inteligentes
- ✅ Contabilidad multidivisa
- ✅ Gestión de inventario
- ✅ Registro digital
- ✅ Conciliación bancaria
- ✅ Informe del balance general
- ✅ Copiloto de Sage
- ✅ Gestión avanzada de inventario
- ✅ Gestión de proyectos
Siguiente paso: Elige una función y pruébala ahora.
La mayoría de la gente empieza con Smarter Financial Reports.
Tarda menos de cinco minutos.
Nothing bad happens if you get a step wrong, because any entry can be edited or deleted.
Preguntas frecuentes
¿Cómo se utiliza correctamente la salvia?
In the app, link your bank first, then post invoices and reconcile weekly. With the herb, chop fresh sage into butter sauces or burn a dried bundle to clear a room.
¿Puedo aprender a usar Sage por mi cuenta?
Yes. Most owners learn the basics in a weekend using free Sage University tutorials, the community forum, and step-by-step guides like this one.
¿Cómo usar Sage siendo principiante?
Create your account, set your financial year and tax rates, link your bank, then raise one test invoice. Reconcile it before you enter real trading data.
Is Sage software de contabilidad easy to use?
It is straightforward once setup is done. The dashboard and mobile app are simple, though inventory and project costing take a little practice.
¿Cuánto tiempo se tarda en aprender a usar el software de contabilidad Sage?
Expect two to three hours for daily tasks like invoicing and bank matching. Reports and inventory control usually take a couple of months of real use.
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