Course: Accounting & Bookkeeping

ABOUT THIS COURSE

This course is designed to be a starter course in the accounting stream of learning offered on this site.
Topics covered include: Beginning a business, Financial basics, Payroll, and SEO.

Accounting & Business Basics Demo Video

Training Solution Breakdown:

  • Intuitive and rewarding online training resources
  • Comprehensive Freephone or email support
  • 24/7 access to training materials
  • Study anytime, anywhere in a world for a flexible learning experience
  • 12 months (one year) unrestricted access
  • Progress reviews & comprehensive assessments to ensure efficient understanding of course content
  • Career advice and CV support once training has been completed

Buy this course today and take control of your career and enhance your prospects.

Accounting & Business Basics Breakdown
Course Outline
  • Intro
  • Business Entities
  • Beginning Your Business
  • Financial Basics Part 1
  • Financial Basics Part 2
  • Employee Payroll
  • Getting Your Business Out There
  • SEO
  • Other Topics
  • Closing
  • For more information, contact one of our course advisors

Will I need any additional materials?

No other books are necessary for this course.

For more information, contact one of our course advisors

ABOUT THIS COURSE

This A-Level distance learning course in Accounting is a perfect qualification for those wishing to acquire knowledge
and understanding of the subject to enable them to study at a higher level at university. It also provides a progression
route for further training whilst in employment.

COURSE DESCRIPTION

  • An understanding of the importance of effective accounting information systems and an awareness of their limitations
  • An understanding of the purposes, principles, concepts and techniques of accounting
  • The transferable skills of numeracy, communication, ICT, application, presentation, interpretation, analysis and evaluation in an accounting context
  • An appreciation of the effects of economic, legal, ethical, social, environmental and technological influences on accounting decisions

Training Solution Breakdown:

  • Intuitive and rewarding online training resources
  • Comprehensive Freephone or email support
  • 24/7 access to training materials
  • Study anytime, anywhere in a world for a flexible learning experience
  • 12 months (one year) unrestricted access
  • Progress reviews & comprehensive assessments to ensure efficient understanding of course content
  • Career advice and CV support once training has been completed

Buy this course today and take control of your career and enhance your prospects.

Basic Accounting Breakdown
Level 1

Unit 1

  • Introduction to Financial Accounting
  • Written examination: 1 hour 30 minutes

Unit 2

  • Financial and Management Accounting
  • Written examination: 1 hour 30 minutes

For more information, contact one of our course advisors

Level 2

Unit 1

  • Further Aspects of Financial Accounting
  • Written examination: 2 hours

Unit 2

  • Further Aspects of Management Accounting
  • Written examination: 2 hours

For more information, contact one of our course advisors

Will I need any additional materials?

No other books are necessary for this course.

For more information, contact one of our course advisors

ABOUT THIS COURSE

This Bookkeeping distance learning course has been designed for anyone wishing to learn about bookkeeping and is especially valuable for anyone running their own business.

At the end of this course successful learners will be awarded a UK Distance Learning and Publishing Diploma.

COURSE DESCRIPTION

This course helps you:

  • Develop a good level of basic bookkeeping skills.
  • Prepare for more advanced bookkeeping training.
  • Acquire the underpinning knowledge needed for Accounting NVQs.

Training Solution Breakdown:

  • Intuitive and rewarding online training resources
  • Comprehensive Freephone or email support
  • 24/7 access to training materials
  • Study anytime, anywhere in a world for a flexible learning experience
  • 12 months (one year) unrestricted access
  • Progress reviews & comprehensive assessments to ensure efficient understanding of course content
  • Career advice and CV support once training has been completed

Buy this course today and take control of your career and enhance your prospects.

Bookkeeping Breakdown:

Click below to expand the areas and see more information:

LEVEL 1 BOOKEEPING

Unit 1 – An introduction to record keeping

  • The importance of keeping accurate financial records
  • The layout of a bank account and its entries
  • Balancing the account

Unit 2 – Further bank account transactions

  • Types of income and expenditure
  • The analysed bank account

Unit 3 – Double Entry Book Keeping – Cash Transactions

  • Basic double entry accounts for bank transactions
  • Further account balancing
  • The trial balance
  • The cash account
  • The capital account
  • Accounting for payroll transactions

Unit 4 – Double Entry Book Keeping - Credit Transactions

  • Credit transactions
  • Developing accounts for customers and suppliers
  • Splitting the Ledger
  • Entering credit transactions into the accounts

Unit 5 – The Calculation of VAT and the development of business documents

  • The concept of VAT and VAT registered businesses
  • Calculating VAT
  • The production of business documents containing VAT
  • Dealing with trade and cash discounts

Unit 6 – The posting of VAT Transactions to the Ledgers

  • The posting of cash and credit items to the ledger for a VAT registered business
  • VAT Input and VAT Output accounts
  • The single Vat Account
  • How to calculate VAT exclusive and VAT inclusive amounts

Unit 7 – Day Books

  • Explanation of day books
  • Making entries into the various books
  • Posting day book entries to the relevant accounts in the correct ledger

For more information, contact one of our course advisors

LEVEL 2 BOOKKEEPING

Unit 1 – Cash Books

  • Two column cash books
  • Revision of cash discount
  • Three column cash book
  • The Petty Cash Book

Unit 2 – Correction of errors

  • Types of errors
  • Correcting the ledgers
  • The suspense account

Unit 3 – Reconciling the accounts

  • Bank reconciliation
  • Control Accounts – reconciling customer and supplier balances
  • The VAT Return

Unit 4 – Introduction to Final Accounts of a Sole Trader

  • The nature of profit
  • Calculating gross and net profit
  • The Trading, Profit and Loss Account
  • The Balance Sheet

Unit 5 – Adjustments to Final Accounts

  • Accruals and prepayments
  • Depreciation
  • Bad debts and the Provision for Bad Debts
  • Further corrections and adjustments to profits

Unit 6 – End of Year Ledger Entries

  • Closing of the ledger accounts at the year end

For more information, contact one of our course advisors

Will I need any additional materials?

No other books are necessary for this course.

For more information, contact one of our course advisors

ABOUT THIS COURSE

If you wish to start your own bookkeeping business or currently run a small business and wish to control your finances better, then enrol on our course today.

At the end of this course successful learners will be awarded a UK Distance Learning and Publishing Diploma

COURSE DESCRIPTION

This computerised Bookkeeping course is based on Sage Pay Instant Accounts, so you will need to purchase it from this company.

http://www.sjsoftware.co.uk/

Training Solution Breakdown:

  • Intuitive and rewarding online training resources
  • Comprehensive Freephone or email support
  • 24/7 access to training materials
  • Study anytime, anywhere in a world for a flexible learning experience
  • 12 months (one year) unrestricted access
  • Progress reviews & comprehensive assessments to ensure efficient understanding of course content
  • Career advice and CV support once training has been completed

Buy this course today and take control of your career and enhance your prospects.

Computerised accounting Breakdown:

Click below to expand the areas and see more information:

Computerised Bookkeeping Level 2

LESSON ONE

  • Setting up the system
  • List of accounts

LESSON TWO

  • Restoring files
  • Bank receipts and payments

LESSON THREE

  • Finding transactions
  • Correcting errors
  • Purchases and carriage inwards
  • Sales and carriage outwards
  • Loans

LESSON FOUR

  • Bank reconciliation
  • Credit card receipts and payments

LESSON FIVE

  • Credit transactions
  • Returns

LESSON SIX

  • The Chart of Accounts
  • General Journal
  • Simple correction of errors
  • Petty Cash
  • VAT Returns

LESSON SEVEN

  • Accounting periods
  • Capital and Revenue items
  • The asset of stock
  • Trading and Profit and Loss Account
  • Final accounts and the ledgers

LESSON EIGHT

  • The Balance Sheet
  • Year End Procedures

LESSON NINE

  • Opening Balances
  • Disposal of fixed assets 1
  • Accruals and prepayments
  • Depreciation
  • Disposal of fixed assets 2
  • Bad debts
  • Provision for bad debts!

For more information, contact one of our course advisors

Will I need any additional materials?

No other books are necessary for this course.

For more information, contact one of our course advisors

About this course

New features in QuickBooks 2010 will introduce you to the significant changes in this latest version of the software.
In this course you’ll learn about a variety of time-saving tasks and data entry features, learn how to easily customise
professional, elegant forms, be introduced to the completely revised Report Centre, as well as discover a variety of
connected services available at your fingertips. The new features in QuickBooks 2010 will make your work more efficient
and your image more professional, which will enable you to grow your business and be more profitable.

Training Solution Breakdown:

  • Intuitive and rewarding online training resources
  • Comprehensive Freephone or email support
  • 24/7 access to training materials
  • Study anytime, anywhere in a world for a flexible learning experience
  • 12 months (one year) unrestricted access
  • Progress reviews & comprehensive assessments to ensure efficient understanding of course content
  • Career advice and CV support once training has been completed

Buy this course today and take control of your career and enhance your prospects.

Quickbooks 2009 Breakdown
Course Outline

Chapter 1: SAVING TIME IN QUICKBOOKS 2010 (31 min)

  • General Enhancements in QuickBooks 2010
  • Making the Interface Your Own
  • Gaining Insight with the Company Snapshot

Chapter 2: OPTIMISING DATA ENTRY (29min)

  • Form Consistency & Pasting Multiple Entries from Excel®
  • Deleting, Adding & Editing Multiple Entries
  • Using 1-Click Duplicate Invoices
  • Printable Payment Receipts
  • Enhanced Bank Account Reconciliation

Chapter 3: IMPROVING FORM FUNCTIONALITY (30 min)

  • Chapter 3: Improving Form Functionality (30 min)
  • E-Mailing with Efficiency
  • Automating A/P with Auto-Sign Checks

Chapter 4: THE REDESIGNED REPORT CENTER (20 min)

  • Experiencing the New Report Center
  • Importing & Exporting Reports

Chapter 5: THE NEW DOCUMENT MANAGEMENT SYSTEM (36 min)

  • Introducing the Document Management System
  • Attaching Documents to a Specific Record
  • Managing & Sharing Documents
  • Is the New Document Management System for Me?

Chapter 6: CAPITALISING ON CONNECTED SERVICES (26 min)

  • The Check Solutions Service
  • The Marketing Center
  • The Application Center
  • Credits

For more information, contact one of our course advisors

Will I need any additional materials?

No other books are necessary for this course.

For more information, contact one of our course advisors

About this course

This series will open your eyes to just how easy using QuickBooks Pro can be to manage, record and understand
your company’s finances. After watching this training, you will master QuickBooks software skills, as well as
learn basic accounting concepts that will allow you to use QuickBooks efficiently and accurately to manage
financial information. From creating a company file to tracking products, vendors, customers, assets and
liabilities, along with building customised reports. This course allows you to master QuickBooks software
so you can master your business.

Training Solution Breakdown:

  • Intuitive and rewarding online training resources
  • Comprehensive Freephone or email support
  • 24/7 access to training materials
  • Study anytime, anywhere in a world for a flexible learning experience
  • 12 months (one year) unrestricted access
  • Progress reviews & comprehensive assessments to ensure efficient understanding of course content
  • Career advice and CV support once training has been completed

Buy this course today and take control of your career and enhance your prospects.

Quickbooks 2010 Breakdown
Course Outline

Chapter 1: QUICKBOOKS OVERVIEW (13 min)

  • QuickBooks Versions
  • Tour of the Interface

Chapter 2: THE COMPANY FILE (25 min)

  • Opening an Existing Company
  • Preparing to Set Up a New Company
  • Creating a New Company File

Chapter 3: THE CHART OF ACCOUNTS (24 min)

  • Accounting Primer
  • Adding New Accounts
  • Editing Accounts
  • Displaying & Adding Account Numbers

Chapter 4: PREFERENCES & SECURITY (21 min)

  • Customising Preferences
  • Security Overview
  • Establishing Security

Chapter 5: COMPANY LISTS (17min)

  • Working with Lists
  • Organising Lists

Chapter 6: IMPORTING DATA (23 min)

  • General Import Strategies
  • Installing the Conversion Tool
  • Starting the Conversion Tool
  • Importing from Microsoft® Excel®

Chapter 7: BANK ACCOUNTS (19 min)

  • Creating & Using Accounts
  • Writing Checks
  • Transferring Funds between Accounts

Chapter 8: SERVICES & INVENTORY (46 min)

  • Inventory Accounts Overview
  • Entering Products & Services
  • Working with the Vendor List
  • Ordering & Receiving Products
  • Making Inventory Adjustments
  • Returning Items to Vendors
  • Inventory Reports

Chapter 9: CUSTOMERS (16 min)

  • Adding Customers
  • Defining Jobs
  • Adding Custom Fields

Chapter 10: RECORDING SALES (29 min)

  • Making Cash Sales
  • Using Estimates
  • Working with Progressive Invoicing
  • Sending Invoices

Chapter 11: SALES ADJUSTMENTS & STATEMENTS (27 min)

  • Adjusting for Credits & Returns
  • Creating Credit Memos
  • Working with Finance Charges
  • Creating Statements

Chapter 12: CUSTOM SALES FORMS (30 min)

  • Customising a Product Invoice
  • Using the Layout Designer & Downloading Templates
  • Assigning & Managing Templates

Chapter 13: ACCOUNTS RECEIVABLE (24 min)

  • Receiving Payments
  • Making Deposits
  • Streamlining Payments & Deposits
  • Viewing A/R Reports

Chapter 14: ACCOUNTS PAYABLE (16 min)

  • Entering Bills
  • Paying Bills

Chapter 15: SALES TAX (19 min)

  • Setting Up Sales Tax
  • Applying Sales Tax
  • Determining & Paying Sales Tax

Chapter 16: MANAGING EMPLOYEE DATA (33 min)

  • Getting Ready for Payroll
  • Setting Up Payroll
  • Adding Employees
  • Creating & Using Timesheets
  • Preparing Paychecks
  • Paying Payroll Liabilities

Chapter 17: CREDIT CARDS (08 min)

  • Creating Credit Card Accounts & Entering Charges
  • Reconciling & Paying Credit Card Accounts

Chapter 18: OTHER ENTRIES (16 min)

  • Assets & Depreciation
  • Creating Liability & Equity Accounts

Chapter 19: ONLINE BANKING (09 min)

  • Setting Up for Online Access
  • Working with Online Data

Chapter 20: SHARING INFORMATION (30 min)

  • Writing Letters
  • Synchronising with Microsoft® Outlook®
  • Customising & Sharing Reports
  • Working with an Accountant's Copy

Chapter 21: FINALISING YOUR ACCOUNTING (23 min)

  • End of Year Activities
  • Preparing Forms & Closing Periods
  • Backing Up Data
  • Cleaning Up Company Data
  • Credits

For more information, contact one of our course advisors

Will I need any additional materials?

No other books are necessary for this course.

For more information, contact one of our course advisors

About this course

Our Mastering QuickBooks 2012 & 2013 course will teach you how the experts use QuickBooks.Business owners must have accurate financial information in order to make educated businessdecisions. QuickBooks financial software makes it easy to track the income, expense, assets and liabilities easily. It is important that the individual using the software understand the basics on how to setup the file, post transactions properly, create and read reports, as well as manage the data they are entering. The use of the Home Page, Centre’s, and drop down menus will make it easy for you to customise your navigation with QuickBooks.

In this course, we will teach you how to properly use the features in QuickBooks to get the best results as efficiently as possible. Proper setup of the data file is critical. This course will help you setup the accounts, customers, vendors, and create the reports to verify accuracy. Learn the basics and master them to efficiently and effectively manage your company with QuickBooks financial software.

By the time you have finished this course, you will understand how to properly setup a QuickBooks company file, work with the chart of accounts and various lists, as well as properly account for transactions such as customer invoices, bill payments, payroll, inventory, sales tax, and more. The setup is so important and by watching this course you will learn and understand the important areas of QuickBooks. In addition, you will understand how important the period end process is and how to manage it including file maintenance, account review,
and reconciliation.

Training Solution Breakdown:

  • Intuitive and rewarding online training resources
  • Comprehensive Freephone or email support
  • 24/7 access to training materials
  • Study anytime, anywhere in a world for a flexible learning experience
  • 12 months (one year) unrestricted access
  • Progress reviews & comprehensive assessments to ensure efficient understanding of course content
  • Career advice and CV support once training has been completed

Buy this course today and take control of your career and enhance your prospects.

Quickbooks 2012-2013 Essentials Breakdown
Course Outline

Chapter 00: WHAT'S NEW IN QUICKBOOKS PRO 2013 (16 min)

  • Overview of What's New in QuickBooks 2013
  • Exploring the New & Enhanced Features

Chapter 01: QUICKBOOKS OVERVIEW (26 min)

  • The Purpose of Using QuickBooks
  • The Many Different Versions of QuickBooks
  • Making the Right Choice

Chapter 02: THE COMPANY FILE (08 min)

  • Setting Up a New Company File
  • Opening an Existing Company File

Chapter 03: SETTING UP FOR MULTIPLE USERS (11 min)

  • Setting Up User Permissions
  • Working with an External Accountant

Chapter 04: NAVIGATION IN QUICKBOOKS (18 min)

  • Using the Drop-Down Menus
  • Using the Home Page, Customer Center, Vendor Center & Icon Bar
  • Using the Control Key Functions

Chapter 05: ADJUSTING PREFERENCES (57 min)

  • Accounting Preferences
  • Checking Preferences
  • Desktop View Preferences
  • General Preferences
  • Payments Preferences
  • Payroll & Employees Preferences
  • Reports & Graphs Preferences
  • Sales Tax Preferences
  • Send Forms Preferences
  • Tax 1099 Preferences
  • Time & Expenses Preferences

Chapter 06: THE CHART OF ACCOUNTS (31 min)

  • Accounting 101
  • Adding New Accounts & Choosing the Right Type
  • Editing & Merging Accounts

Chapter 07: COMPANY LISTS (20 min)

  • Working with Lists
  • Adding & Editing Multiple List Entries

Chapter 08: IMPORTING DATA (21 min)

  • General Importing Strategies & Methods
  • Importing & Copying/Pasting Data from Microsoft® Excel®
  • Exporting & Importing .IFF Files

Chapter 09: WORKING WITH BANK ACCOUNTS (21 min)

  • Creating & Using Accounts
  • Writing Checks
  • Memorizing Recurring Checks
  • Transferring Funds between Accounts

Chapter 10: CREATING ITEMS (35 min)

  • Creating Service Items
  • Creating Non-Inventory Items
  • Creating Inventory Items
  • Creating Other Charge Items
  • Creating Sales Tax Items
  • Creating Discount Items
  • Creating Subtotal Items
  • Creating Group Items

Chapter 11: THE BASICS OF WORKING WITH INVENTORY (25 min)

  • Working with Purchase Orders
  • Receiving Items without a Bill
  • Receiving Items with a Bill
  • Handling Prepaid Inventory

Chapter 12: WORKING WITH VENDORS & PAYING BILLS (39 min)

  • Creating & Editing Vendors
  • Entering Vendor Bills
  • Entering Vendor Credits
  • Paying Bills
  • Adding Custom Fields
  • Adding Notes

Chapter 13: CUSTOMERS, JOBS & RECORDING SALES (43 min)

  • Creating & Editing Customers
  • Entering Customer Payment & Job Info
  • Creating Jobs
  • Creating Estimates
  • Creating Invoices
  • Memorizing Recurring Invoices

Chapter 14: SALES ADJUSTMENTS & STATEMENTS (19 min)

  • Creating Credit Memos for Refunds & Returns
  • Working with Finance Charges
  • Creating Statements

Chapter 15: CUSTOMISING TEMPLATES & FORMS (28 min)

  • Working with Intuit Standard Templates
  • Duplicating Templates
  • Working with Layout Designer
  • Naming Templates
  • Importing & Exporting Templates

Chapter 16: ACCOUNTS RECEIVABLE & DEPOSITS (21 min)

  • Changing the Undeposited Funds Preference
  • Receiving Payments
  • Making Deposits

Chapter 17: SALES TAX (29 min)

  • Setting Up Sales Tax
  • Setting Up Customers with Sales Tax Codes
  • Creating Sales Tax Reports
  • Adjusting Sales Tax
  • Paying Sales Tax

Chapter 18: REPORTS & THE REPORT CENTER (44 min)

  • Working with the Report Center View
  • Working with Company Reports
  • Working with Customer Reports
  • Working with Vendor Reports
  • Working with Memorized Reports
  • Working with Accountant & Taxes Reports

Chapter 19: MANAGING EMPLOYEES (33 min)

  • Payroll Subscription Options
  • Setting Up Payroll
  • Adding Employees
  • Creating & Using Timesheets
  • Preparing Paychecks
  • Paying Payroll Liabilities

Chapter 20: WORKING WITH CREDIT CARDS (10 min)

  • Creating a Credit Card Account
  • Entering Credit Card Charges & Credits

Chapter 21: LOANS & LIABILITIES (10 min)

  • Entering a Loan Liability
  • Paying a Loan Liability

Chapter 22: RECONCILING ACCOUNTS (15 min)

  • Beginning Reconciliation
  • Reconciling Bank Accounts, Credit Cards & Loans

Chapter 23: ONLINE BANKING (23 min)

  • Setting Up Online Banking
  • Downloading Transactions
  • Working with the Two Views

Chapter 24: WHAT'S NEW IN QUICKBOOKS 2012 (30 min)

  • The New Calendar Feature
  • Formatting Reports with Microsoft® Excel Worksheets
  • Memorizing Transactions
  • Attaching & Storing Documents in the Documents Center
  • Entering Batched Timesheets for Multiple Employees or Vendors

Chapter 25: FINALIZING YOUR ACCOUNTING (18 min)

  • Understanding Account Finalisation
  • Verifying Account Reconciliation & Account Classification
  • Verify Class Tracking Reports & Making Journal Entries
  • Setting a Closing Date Password
  • Closing Credits

For more information,contact one of our course advisors

Will I need any additional materials?

No other books are necessary for this course.

For more information, contact one of our course advisors

About this course

Robust IT’s Sage 50 course is perfect for those trying to expand their knowledge in accounting, or for those looking for an entrance point to attain a position in the field.

With the job market becoming increasingly competitive, it’s never been more important to gain certifications and skills that will help you expand and increase your marketability. The Sage 50 certification is a staple in the accounting industry and one of the most desirable accounting certifications.

Sage 50 has earned their reputation in the accounting field with superior inventory management features and a robust software programme to manage almost any companies accounting infrastructure. Sage 50 does more than just assist users in managing day to day accounting tasks. It’s a feature rich programme that allows accounting professionals to run a company’s books in a timely and efficient manner. Robust IT’s Sage 50 Course will give you skills ranging from configuration of chart of accounts & invoicing all the way through advanced skills such as bank reconciliation, setting up a stock system and managing P&L’s. This course gives you all the training you need to work all areas of your accounts. You’ll have complete skills in sales and purchase order processing, alongside stock control, project management and foreign trading tools.

Training Solution Breakdown:

  • Intuitive and rewarding online training resources
  • Comprehensive Freephone or email support
  • 24/7 access to training materials
  • Study anytime, anywhere in a world for a flexible learning experience
  • 12 months (one year) unrestricted access
  • Progress reviews & comprehensive assessments to ensure efficient understanding of course content
  • Career advice and CV support once training has been completed

Buy this course today and take control of your career and enhance your prospects.

Quickbooks 2012-2013 Essentials Breakdown
Course Outline

Module 1

  • Course Overview
  • New Features
  • Quick Tab Menu Overview
  • Business Status
  • Customer and Sales
  • Vendors and Purchases
  • Inventory and Services
  • Employees and Payroll
  • Banking
  • System
  • Quick Tab Menu Review
  • Sage 50 Menu Overview
  • Review

Module 2

  • Sage 50 Available Products
  • Accounts Payable Features
  • Vendors and Purchases
  • Accounts Payable Review
  • Accounts Receivable Overview
  • Customer and Sales Menu
  • Customers
  • Jobs
  • Sales Taxes
  • Quotes and Proposals
  • Sales Orders
  • Invoices
  • Finance Charges
  • Receive Money
  • Bank Accounts
  • Printing Statements
  • Credits and Returns
  • Accounts Receivable Reports
  • Review

Module 3

  • Inventory and Services Overview
  • Inventory Items
  • Company Services
  • Assemblies and Prices
  • Purchase Orders
  • Receiving Inventory, Shipping and Tracking
  • Inventory Count and Adjustments
  • Inventory Reports
  • Review

Module 4

  • Employees and Payroll Overview
  • Employees and Users
  • 1099’s
  • Payroll Setup
  • Time and Expense Tickets
  • Direct Deposit and Printing Payroll Checks
  • Forms and Void Checks
  • Review

Module 5

  • Banking Features Overview
  • Write Checks
  • Account Register
  • Analysis Tools
  • Chart of Accounts
  • Receive Money and Bank Deposits
  • Enter Bills, Pay Bills and Electronic Bill Pay
  • Reconcile Accounts
  • General Journal Entries
  • Void Checks and Reports
  • Review

Module 6

  • Automatic Backup
  • Back Up data
  • Back Up data
  • Automatic Backup
  • Restore Data
  • Data Maintenance
  • System Checks
  • Company Maintenance
  • Data Integrity
  • Review

Module 7

  • Attaching Documents
  • Attaching and Managing Documents
  • Review

Module 8

  • Analysis Managers
  • Cash Flow Manager
  • Collection Manager
  • Payment Manager
  • Financial Manager
  • Review

Module 9

  • Maintaining Jobs
  • Creating Jobs
  • Managing Jobs
  • Review

Module 10

  • Maintain Budgets
  • Creating and Managing Budgets
  • Review

Module 11

  • Maintain Chart of Accounts
  • Creating Accounts
  • Accounts List
  • Review

Module 12

  • Maintain Customers and Prospects
  • Adding Customers and Prospects
  • Account Aging
  • Finance Charges
  • Payment Methods
  • Managing a Customer Account
  • Review

Module 13

  • Customer Setup Guide
  • Customer Setup
  • Customer Beginning Balance
  • Customer Account Defaults
  • Sales Tax
  • Statement and Invoice Defaults
  • Review

Module 14

  • Jobs Setup Guide
  • Jobs Setup
  • Jobs Change Order
  • Jobs Ledger
  • Job Profitability Report
  • Jobs Beginning Balances
  • Jobs Defaults
  • Review

Module 15

  • Vendors Setup Guide
  • Vendor Setup
  • Vendor Beginning Balances
  • Vendor Defaults
  • Review

Module 16

  • Inventory and Service Items Setup
  • Adding and Managing Inventory and Service Items
  • Quantities on Hand
  • Inventory and Service Items Default Setup
  • Review

Module 17

  • Employees Setup Guide
  • Employee Payroll Settings
  • Payroll Options Settings
  • Company Information Settings
  • Benefits Settings
  • Payroll Taxes and Place Order Settings
  • Employee Setup
  • Salary History Setup
  • Employees Default Setup
  • Review

Module 18

  • Security Setup Guide
  • Setup Up Security
  • Set Up Users
  • User Security Setup
  • User List Rights and Permissions
  • Setup Guide Next Steps
  • Review

Module 19

  • Sage 50 ACT
  • Sage ACT Link
  • ACT Accounting Link Setup
  • Creating and Editing Contact Links
  • Contact Link Updates Options
  • Review

Module 20

  • Tasks Menu
  • Quotes, Sales Orders and Proposals
  • Sales Invoicing and Time Expenses
  • Shipments
  • Receipts
  • Finance Charges
  • Select For Deposit
  • Credit Memos
  • Select For Purchase Orders
  • Bills and Payments
  • Account Register
  • Time and Expense
  • Select for Payroll Entry
  • General Journal Entry
  • Assemblies
  • Account Reconciliation and Void Checks
  • Write Letters and Action Items
  • System Tasks
  • Review

Module 21

  • Reports and Forms
  • Form Types and Sample Forms
  • Reports
  • Services
  • Program Review

For more information, contact one of our course advisors

Will I need any additional materials?

No other materials are necessary for this course.

For more information, please contact one of our course advisors

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