Training & Consulting

It is designed for computer users who are already familiar with accounting with work experience in the basic operations of Simply Accounting by Sage, and/or have completed Simply Accounting by Sage Level 1.

Setting Up Data Files & Customizing Settings Creating a New Company Using the Setup Wizard Setting Up the General Ledger Entering Opening Balances Setting Up Linked Accounts Entering Vendors and Purchases History Entering Customers and Sales History Entering Inventory and Services History Entering Employees and Payroll History Finish Entering Historical Data Setting Up Sales Taxes	Payroll Overview and Setup Creating Employee Records Modifying Employee Records Payroll Linked Accounts Paying Employees Recurring Transactions Payroll Advances Viewing, Adjusting & Voiding Posted Payroll Transactions Entering Taxes Manually Payroll Reports	Banking and Credit Cards Setting up the Bank Reconciliation Setting Up an Account for Reconciliation Reconciling an Account for the First Time Reconciling an Account Working with Credit/Debit Card Transactions Entering Customer Sales on Credit Card Reconciling the Credit Card Account Creating & Setting Up Credit Cards for Purchases Enter Vendor Purchases on Credit Card Reconciling the Credit Card Statement
Reporting, Miscellaneous & Period End Procedures Creating Graphs Creating & Printing Financial Reports Using the Daily Business Manager Processing Transactions in the Daily Business Manager Using Checklists Checking Data Integrity & Compacting the Database Setting up Batch Printing Printing in Batches Month End Procedures Year End Procedures	Working with Foreign Currencies Dealing with Foreign Currency Setting Up Foreign Currency Setting Up A Foreign Currency Bank Account Setting Up A Vendor Setting Up For Sales to Foreign Customers Pricing Inventory & Services Setting Up Foreign Customers Tracking Import Duty Information Making Purchases Making Sales Using A Foreign Currency Foreign Currency Reporting

Service Areas:

Ancaster, Milton, Waterdown, St. Catharines, Niagara Falls, Kitchener, Waterloo, Hamilton, Burlington, Dundas, Oakville and Mississauga West

Training & Consulting