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Simply Accounting Basic - Course Outline We offer customized one-on-one training for this software package. This outline indicates the topics covered in a typical one day programme. With one-on-one training, we can customize the outline and topics to each client's specific needs and requirements. Please call to discuss the topics you are intersted in. LESSON ONE - GETTING STARTED Provide an overview of the course and topics to be covered Describe how SIMPLY works and how you get around in the program Go through the SIMPLY menu bar. Discuss functions and what they do Exiting file and re-opening file Set up a "new company" using selected template from SIMPLY Looking up company information Discuss system settings Discuss linked accounts - how to link and unlink Add to and edit Chart of Accounts to "personalize" for end-user Add "credit card payable" account How to back up and restore a file How to set up reports and forms How to find and print vendor / customer lists Show password / security settings LESSON TWO - ACCOUNTS PAYABLE Add vendors, set up defaults (also show "quick add") Discuss PST in general (can be covered in detail if required) Enter payable invoice Pay the payable invoice by cheque, credit card, debit card How to correct errors How to print the A/P listing and what it means (compare back to trial balance) How to use the "Daily Business Manager" and "checklist" (in the "view" menu bar) How to handle discounts How to run a "cheque run" instead of paying individually How to enter Accounts Payable History LESSON THREE - ACCOUNTS RECEIVABLE Add customers, set up defaults (also show "quick add") How to enter a customer deposit How to use up the deposit when sales are completed. Entering receivable invoices Entering payments made by customer's cheques Discuss "deposit clearing account" - desirability / disadvantage How to enter Accounts Receivable History Set up credit card receivable account(s) IF client will accept payments by credit card Entering cash sales, credit card payments How to correct errors How to print A/R listing and what it means How to print A/R statements (e-mail, print, or by preference) LESSON FOUR - MISCELLANEOUS PAYMENTS AND TRANSACTIONS How to make miscellaneous payments Why to make miscellaneous payments How to enter miscellaneous transactions How to make Bank account transfers How to use recurring transactions How to make "other payments" through payments window LESSON FIVE - MAINTENANCE Warning regarding "clear data" option Discuss "compact data base" options Discuss removing old vendors, employees, customers - how and when Roll forward to a new year - how and when NOTE: it is possible to attend further classes in SIMPLY - ADVANCED See our other programmes. 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!!. Home | Services | Staff | Clients | Classroom | Client Forms | Careers | Privacy Policy News | Checklists | Newsletter | Contact Us News Update on our new offices Renovation photos The Canada Revenue Agency revokes the charitable status of The Children's Emergency Foundation Tips for self-employed individuals Important dates for Businesses Everything students need to know about taxes New Rules on Withdrawals from Locked-In Retirement Savings Accounts More News