We are Simply Accounting Certified Consultants and are able to assist you with this software in many ways, whether it be hands on training, set-up assistance, troubleshooting, and monthly or daily processing of transactions.
We provide one-on-one training to customers as well as students. This training is customized to your needs but is usually based on the customer's proficiency and the following standard courses:
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Introduction to Simply Accounting |
This hands-on course for Simply Accounting.
Topics covered include:
- Receivables, Payables, and Payroll modules
- General journal
- Changes to setups
- Correcting errors
- Recurring entries
- Bank reconciliations
- Backup procedures
- Government remittances
- Month-end and year-end procedures
- Reporting functions including the Balance Sheet and Income Statement Reports
- Modifying reports and adding your company logo
Level: Beginner Simply Accounting Users
Length: approximately 4 hours |
Intermediate Simply Accounting |
This hands-on course is designed for Simply Accounting users who are looking for advanced product knowledge.
Topics covered include:
- Inventory, Time and Billing and Projects Modules
- Service items and price lists
- Expense report setups and entry
- Credit card payment setups and entry
- Departmental accounting
- Multi user environments
- Multi-currency
- Year end considerations
- Recurring transactions
Level: Intermediate Simply Accounting Users
Session Length: approximately 4 hours.
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Setting Up Simply Accounting |
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This hands-on course goes through all the steps for the initial set up of Simply Accounting. You will learn how to set up the initial modules and trial balance as well as how to customize the product for ease of use.
Topics covered include:
- Initial setup procedures
- Setting up Receivables, Payables and Payroll
- Understanding the Simply Accounting screens
- When to use the general journal
- Initial set up of the bank reconciliation feature
- Setting up for Government remittances
- Making backups
- Additional set up procedures
- Recurring entries
- Backup procedures
Level: Beginner Simply Accounting Users
Length: approximately 4 hours
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