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Janine Gates
Date: Feb 04, 2010

Great that the instructor was so flexible and attentive to our learning goals.

Personal Taxes

Details
	Duration 1 Day
	Class Size ~15
	Times 9:00-4:00
	Computer Provided
	Training Manual Included
	Price $235.00 + GST

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Course Description

This Personal Taxes training class will teach new users to master Simply Accounting software. A hands-on approach is taken and the exercises are designed to impart relevant skills and knowledge by having participants work through real-life examples and scenarios.

Target Audience

This course is designed for participants with little or no knowledge of the Simply Accounting. A basic understanding of computers and Windows would be beneficial.

Learning Objectives

Upon successful completion of this Simply Accounting training course students will be able to:

To Setup a New Company in Simply Accounting.
Work with QuickBook Lists.
Work with Bank Accounts in Simply Accounting.
Perform a Bank Reconciliation.
Record Sales and Manage Debtors.
Enter Expenses and Pay Bills.
Run Financial Reports.
Handle Inventory in Simply Accounting.
Track and Pay Sales Tax.
Payroll in Simply Accounting.

Features

Upcoming Classes

Course Outline

Morning

Introduction

Course objectives
QuickStart Tips
Getting around in Simply Accounting
All the accounting you need to know
Moving between company files

Setting up Simply Accounting

Creating a Simply Accounting company
Entering company info
Customizing Simply Accounting for your business
Setting up your business accounting
Completing company file setup
Getting help while using Simply Accounting

Working with lists

Using Simply Accounting lists
Editing the chart of accounts
Working with the Customers & Jobs
Working with the Employee Center
Working with the Vendor Center
Adding custom fields
Managing lists

Working with bank accounts

Writing a Simply Accounting check
Using bank account registers
Entering a handwritten check
Transferring money between accounts
Reconciling checking accounts

Using other accounts in Simply Accounting

Other account types in Simply Accounting
Tracking credit card transactions
Working with asset accounts
Working with liability accounts
Understanding equity accounts

Entering sales information

Using sales forms in Simply Accounting
Filling in a sales form
Memorizing a sale
Entering a new service item
Using multiple price levels
Reminding customers of overdue payments
Processing sales orders
Tracking backorders

Receiving payments and making deposits

Recording customer payments
Making deposits

Entering and paying bills

Handling bills in Simply Accounting
Using Simply Accounting for accounts payable
Entering and Paying bills

Afternoon

Analyzing financial data

Reports and graphs help you understand your business
Creating QuickReports
Creating and customizing preset reports
Saving report settings
Printing reports
Exporting reports to Microsoft Excel
Creating QuickInsight graphs

Setting up inventory

Turning on the inventory feature
Entering products into inventory
Ordering products
Receiving inventory
Entering a bill for inventory
Manually adjusting inventory
Tracking finished goods

Tracking and paying sales tax

Overview of sales tax in Simply Accounting
Setting up your tax rates and agencies
Applying tax to each sale
Determining what you owe
Paying your tax agencies

Doing payroll with Simply Accounting

Overview of payroll tracking
Setting up for payroll
Setting up employee payroll information
Writing a paycheck
Tracking your tax liabilities
Paying payroll taxes

Estimating and progress invoicing

Creating jobs and estimates
Writing an estimate
Creating multiple estimates
Creating an invoice from an estimate
Displaying reports for estimates
Updating job status

Tracking time

Tracking time and mileage
Invoicing a customer for time and mileage
Displaying project reports for time tracking
Paying nonemployees for time worked

Customizing forms and writing Simply Accounting Letters

About Simply Accounting forms
Customizing invoices
Designing custom layouts for forms
Using Simply Accounting Letters

Instructors

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To begin registration, please select the date you would like to attend.