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Simply Accounting Basic - Course Outline

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 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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