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SA-102 Setting Up an Existing Company
When switching your books over to Simply Accounting by Sage from a manual set of books or different accounting software, it is important to get it right from the start. This course shows all the steps involved in setting up a company's Chart of Accounts, Taxes, Preferences and Security. The process of entering the opening balances for your General Ledger Accounts and the Accounts Receivable and Accounts Payable sub-ledgers and finishing entering history will be demonstrated.
After completing this course, the participant will have received the information required to:
- Create a data file.
- Understand the layout, and basic features and functions of the Simply Accounting by Sage home window.
- Understand and customize the basic settings in your data file.
- Setup security and passwords.
- Understand the structure of the Chart of Accounts.
- Create, edit and delete accounts in the Chart of Accounts.
- Backup your data file.
- Enter opening balances for general ledger accounts (from your Trial Balance).
- Enter unpaid invoices from suppliers (vendors) in accounts payable.
- Enter unpaid invoices from customers in accounts receivable.
- Enter opening quantities and opening values for inventory items.
- Finalize the setup process (Finish Entering History- function).
Recommended prerequisites: No previous Simply Accounting by Sage experience required.
Course length: Approximately 1.5 hours
Course cost: Recorded course $34.95 plus GST / Live course $49.95 plus GST
Materials provided: Support reference materials are supplied with each course to ensure you can implement what you have learned in your day to day work environment.