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Simply Accounting Advanced - Course Outline

LESSON ONE - BANK RECONCILIATION

• Set up bank account number to allow reconciliation
  
• How to reconcile
  
• How (and when) to fix discrepancies
  
• What reports to print and keep for your accountant (or yourself)
  

LESSON TWO - PAYROLL

• Set up employees and enter defaults
  
• Pay single employee an advance
  
• Pay same employee a "regular" salary
  
• Show payroll run option
  
• How to enter Payroll history
  
• How to adjust a paycheque and warnings
  
• How to recalculate taxes
  
• T4's / ROE's
  
• Discuss automatically updating personal tax credits for payroll
  
• Pay single employee an advance
  
• Pay same employee a "regular" salary
  

LESSON THREE - INVENTORY

• How to use Inventory module
  
• Discuss service / inventory
  
• Discuss "build" tab (only available in "Pro" version of Simply Accounting)
  
• How to enter "inventory" sales
  
• How to enter a Credit memo
  
• How to enter Inventory adjustments
  

LESSON FOUR - PROJECTS MODULE

• How to enter projects
  
• How to print reports by project
  

LESSON FIVE - FOREIGN CURRENCIES

• Discuss exchange rate changes
  
• Discuss rounding
  
• Setting up foreign currencies
  
• Discuss print outs showing Foreign / Canadian Currency
  

IF TIME ALLOWS, WE WILL BE DISCUSSING THE FOLLOWING ITEMS

• Crystal Reports Writer
  
• Departments
  
• Web Store
  
• Time and Billing
  

See our other courses. Please contact us for class times and availability. Allow us to teach you!

Call (403) 250 -5111 or e-mail us at Service@QuonAssociates.com TODAY!!.

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