Início rápido
Este guia abrange todas as funcionalidades do Sage:
- Começando — Criar conta e configuração básica
- Como usar relatórios financeiros mais inteligentes — Build profit and cash flow reports in a few clicks
- Como usar a contabilidade em múltiplas moedas — Invoice and get paid by customers around the world
- Como usar o gerenciamento de estoque — Track stock levels and keep control over every item you hold
- Como usar o registro digital de informações — Store receipts and invoices without chasing paper at year end
- Como usar a conciliação bancária — Match your bank lines to your books in minutes instead of hours
- Como usar o relatório de balanço patrimonial — See a clear picture of what your business owns and owes
- Como usar o Sage Copilot — Ask plain questions about your books and get answers instantly
- Como usar o gerenciamento avançado de estoque — Handle stock across several locations with batch tracking
- Como usar o gerenciamento de projetos — Track cost, time, and profit for each job you take on
Tempo necessário: 5 minutos por filme
Neste guia também: Dicas profissionais | Erros comuns | Solução de problemas | Preços | Alternativas
Por que confiar neste guia?
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.
A sálvia é uma das mais poderosas. contabilidade Aplicativos disponíveis hoje.
But most people only ever touch invoices and bank feeds.
Este guia mostra como usar todas as principais funcionalidades.
Passo a passo, com capturas de tela e dicas profissionais.
If you searched how to use sage hoping for the herb, skip to the What is Sage section below.
Tutorial 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.
Sábio
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.
Primeiros passos com o Sage
Antes de usar qualquer recurso, conclua esta configuração única.
Leva cerca de três minutos.
Here is what my own first week with the app looked like:
Agora vamos analisar cada etapa.
Passo 1: Crie sua conta
Go to Sage’s website and click Start Free Trial.
Insira seu e-mail e crie uma senha.
✓ Ponto de verificação: Verifique o seu caixa de entrada para um e-mail de confirmação.
Step 2: Open the App on Web or Mobile
Sage runs in any browser, with free apps for iOS and Android.
Faça login com os dados da sua nova conta.
Eis como isso se parece:
✓ Ponto de verificação: You should land on the main dashboard.
Etapa 3: Conclua a configuração inicial
Insira seu negócios name, financial year end, and tax registration details.
Then link your bank so transactions start to flow in.
✅ Concluído: Você está pronto para usar qualquer recurso abaixo.
Como usar os relatórios financeiros inteligentes da Sage
Relatórios financeiros mais inteligentes lets you build profit, loss, and cash flow reports in a few clicks.
Veja como usá-lo passo a passo.
Step 1: Open the Reporting Menu
Sign in and click Relatórios na barra de navegação 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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Run your profit report every Monday morning, not once a quarter. Small errors are easier to fix while you still remember the transaction.
Como usar o Sage Multi-Moeda Accounting
Contabilidade em Múltiplas Moedas lets you invoice and get paid by customers around the world without manual maths.
Veja como usá-lo passo a passo.
Passo 1: Ative a opção Multimoeda
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: 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
Gestão de estoque lets you track stock levels and keep control over every item you hold.
Veja como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: 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 dados lets you store receipts and invoices without chasing paper at year end.
Veja como usá-lo passo a passo.
Passo 1: Abra o aplicativo móvel
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: 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.
Como usar a conciliação bancária do Sage
Conciliação bancária lets you match your bank lines to your books in minutes instead of hours.
Veja como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: 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.
Como usar o relatório de balanço patrimonial do Sage
Relatório de Balanço Patrimonial lets you see a clear picture of what your business owns and owes.
Veja como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: O ativo total deve ser igual ao passivo mais o patrimônio líquido.
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.
💡 Dica profissional: 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
Sage Copilot lets you ask plain questions about your books and get answers without building a report.
Veja como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: Copilot should reply with figures from your own data.
Passo 3: Aja de acordo com a resposta
Use the suggested chase list or drill into the detail.
✅ Resultado: You get a straight answer without learning report syntax.
💡 Dica profissional: 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
Gestão Avançada de Inventário lets you handle stock across several locations with batch and serial tracking.
Veja como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: 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
Gerenciamento de projetos lets you track cost, time, and profit for each job you take on.
Veja como usá-lo passo a passo.
Passo 1: Criar um projeto
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: 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.
Dicas e Atalhos do Sage Pro
After two years of daily use, here are the tips I’d give a new user.
Atalhos de teclado
| Ação | Atalho |
|---|---|
| Abrir pesquisa global | Ctrl + / |
| Create a new invoice | Alt + N |
| Save and add another | Ctrl + Shift + S |
| Jump back to dashboard | Alt + H |
Características ocultas que a maioria das pessoas não percebe
- Faturas recorrentes: 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.
- Universidade Sage: Every plan includes a free course library plus a busy community forum where users post fixes.
Erros comuns a evitar
Mistake #1: Forcing a Bank Match
❌ Errado: Matching a payment to the nearest invoice just to clear the screen.
✅ Direita: Park anything you cannot explain and ask before you post it.
Mistake #2: Skipping the Chart of Accounts
❌ Errado: Dumping every cost into one general expense code.
✅ Direita: Spend ten minutes setting codes so reports give you real clarity.
Mistake #3: Treating Setup as Optional
❌ Errado: Invoicing on day one with the wrong tax rates saved.
✅ Direita: Prepare your tax settings first, because fixing posted invoices is slow.
Solução de problemas do Sage
Problem: Bank Feed Stopped Importing
Causa: Banks expire the connection every 90 days for security.
Consertar: 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.
Consertar: 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.
Consertar: Add the SPF record Sage gives you, then send yourself a test invoice.
📌 Observação: If none of these fix your issue, contact Sage support or leave a comment below with what you’re seeing.
O que é sálvia?
Sábio 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.
Veja esta breve visão geral:
Inclui estas características principais:
- Relatórios financeiros mais inteligentes: Profit, loss, and cash flow reports built from live data.
- Contabilidade em múltiplas moedas: Invoice in one currency and report in another automatically.
- Gestão de estoque: Live stock counts that update as you invoice and buy.
- Registro digital de informações: Snap, upload, and attach receipts to the right transaction.
- Conciliação bancária: Bank feeds that match themselves against your entries.
- Relatório de Balanço Patrimonial: A live view of assets, liabilities, and equity.
- Sage Copilot: An AI helper that answers questions inside your accounts.
- Gestão Avançada de Inventário: Multi-location stock, batch numbers, and reorder rules.
- Gerenciamento de projetos: Job-level costing so you know which work pays.
Para uma análise completa, consulte nosso artigo. Análise da Sage.
Preços Sage
Eis o custo do Sage em 2026:
| Plano | Preço | Ideal para |
|---|---|---|
| Contabilidade Individual | Livre | Testing the app before you commit |
| Contabilidade Individual | £7/mês | Sole traders with simple books |
| Contabilidade Início | £18/mês | Small businesses that need reports and stock |
Teste grátis: Yes, 30 days with no card required.
Garantia de reembolso: No, but plans are monthly and you can cancel anytime.
💰 Melhor custo-benefício: Accounting Start — it adds the reporting and inventory tools most owners need within a year.
Sábio vs. Alternativas
Como a Sage se compara? Aqui está o panorama competitivo:
| Ferramenta | Ideal para | Preço | Avaliação |
|---|---|---|---|
| Sábio | Stock and job costing | $7/mês | ⭐ 4,2 |
| QuickBooks | Familiaridade com o contador | US$ 38/mês | ⭐ 4,4 |
| Xero | Facilidade de uso | US$ 20/mês | ⭐ 4,4 |
| FreshBooks | Faturamento de serviços | US$ 21/mês | ⭐ 4,3 |
| Zoho Books | Excelente relação custo-benefício | US$ 20/mês | ⭐ 4,4 |
| Aceno | Free basics | $0/mês | ⭐ 4.1 |
| Acelerar | Personal finances | $ 6/mês | ⭐ 3,9 |
| NetSuite | Enterprise finance | Personalizado | ⭐ 4,0 |
Escolhas rápidas:
- Melhor no geral: Sage — depth on stock, projects, and reporting at a low price.
- Melhor orçamento: Wave — free for invoicing if your needs stay simple.
- Ideal para iniciantes: FreshBooks — the shortest learning curve of the group.
- Ideal para comércio eletrônico: Synder — it connects sales channels without manual entry.
🎯 Alternativas à Sálvia
Procurando alternativas ao Sage? Aqui estão as melhores opções:
- 🚀 Destreza: Pulls receipts and bills in fast, then pushes clean data to your ledger.
- 🧠 Docyt: IA contabilidade that codes transactions for you and closes books faster.
- 🌟 Xero: The closest rival on features, with a friendlier interface and a big app store.
- ⚡ Fim de mês tranquilo: Built for one job only: getting the month-end close finished on time.
- 🔧 Puzzle IO: Made for startups that want real-time accounting without a bookkeeper.
- 💼 Zoho Books: Strong value if you already run other Zoho apps across your business.
- 📊 Snyder: Best if most of your sales come through Stripe, Shopify, or PayPal.
- 🎨 Atualizar: Leve contabilidade aimed at freelancers who hate heavy software.
- 💰 Aceno: Free invoicing and accounting for very small businesses on a tight budget.
- 🏠 Acelerar: Better for personal and aluguel finances than for company books.
- 🔗 Hubdoc: Fetches statements and bills automatically, then files them for you.
- ✈️ Despesar: 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 a lista completa, consulte nosso Alternativas ao Sage guia.
⚔️ Sálvia Comparada
Veja como a Sage se compara a cada concorrente:
- Sábio vs. Destreza: Dext captures paperwork better, but it needs a ledger behind it. Sage is the ledger.
- Sábio vs. Docyt: Docyt automates coding more aggressively. Sage gives you more control over the chart of accounts.
- Sage vs Xero: Xero feels friendlier on day one. Sage wins on inventory depth and payroll in the UK.
- Sage vs Easy Month End: Easy Month End only closes the books. Sage runs the whole finance function.
- Sage vs Puzzle IO: Puzzle suits venture-backed startups. Sage suits negociação businesses that hold stock.
- Sage vs Zoho Books: Zoho is cheaper and tidier. Sage has deeper reporting and stronger accountant support.
- Sábio vs Snyder: Synder is better for ecommerce sync. Sage is better as the system of record.
- Sábio vs. RefreshMe: RefreshMe is simpler for solo work. Sage scales when you hire staff.
- Sábio vs Onda: Wave costs nothing but stops at basics. Sage grows with multi-currency and inventory.
- Sábio vs. Rápido: Quicken is built for household money. Sage is built for business compliance.
- Sage vs Hubdoc: Hubdoc only fetches documents. Sage records, reconciles, and reports on them.
- Sage vs Expensify: Expensify beats Sage on staff expense claims. Sage beats it everywhere else.
- Sage vs 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 vs FreshBooks: FreshBooks is easier for service invoicing. Sage is stronger for product businesses.
- Sage vs NetSuite: NetSuite offers more at enterprise scale. Sage costs a fraction of the price.
Comece a usar o Sage agora mesmo
Você aprendeu a usar todos os principais recursos do Sage:
- ✅ Relatórios financeiros mais inteligentes
- ✅ Contabilidade em múltiplas moedas
- ✅ Gestão de Inventário
- ✅ Registro digital de dados
- ✅ Conciliação Bancária
- ✅ Relatório de Balanço Patrimonial
- ✅ Sage Copilot
- ✅ Gestão Avançada de Inventário
- ✅ Gestão de Projetos
Próximo passo: Escolha uma funcionalidade e experimente agora mesmo.
A maioria das pessoas começa com a Smarter Financial Reports.
Leva menos de cinco minutos.
Nothing bad happens if you get a step wrong, because any entry can be edited or deleted.
Perguntas frequentes
Como usar a sálvia corretamente?
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.
Posso aprender Sage sozinho?
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.
Como usar o Sage sendo iniciante?
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 contabilidade 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.
Quanto tempo leva para aprender a usar o sistema de contabilidade 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.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese 