Sage 50 Accounting Setup Training

Private Sage 50 Training Classes - Set up your accounting software right the first time and avoid mistakes

100% Satisfaction Guaranteed or return to the next class for FREE.

You will gain a solid understanding of what you need to get your software up & running. This class will start by creating a new company. Followed with chart of accounts, customers, vendors, inventory items and beginning balances. The focus will be on all of the parameters needed for ultimate performance and maximum error prevention. After completion of this class you will have the building blocks to successfully utilize your investment. Remember to bring all your Sage 50 questions. Lunch, Software User Guide and FREE Accounting Guide included with Class. Your success is our goal!

Sage 50 ? Level 1 Introduction

  • New Company Setup
    • How to navigate Sage 50
    • Protect your data Backup & Restore
    • Sage 50 help features
  • General Ledger
    • Default Information
    • Review Chart of Accounts Window & Icons
    • Department Masking vs Account Segments
    •  Chart of Account Types
    • Changing Chart of Account IDs
    • General Ledger Beginning Balances
  • Accounts Payable
    • Review Vendor Records Window & Icons
    • Add / Modify / Delete / Inactivate Vendors
    • Changing Vendor Account IDs
    • Vendor Beginning Balances
  • Questions and Answers
  • Accounts Receivable
    • Customer Defaults
    • Statement & Invoice Defaults
    • Sales Tax & Sales Rep Setup
    • Review Customer Records Window & Icons
    • Customer Contacts and Ship to Addresses
    • Add / Modify / Delete/ Inactivate Customers
    • Changing Customer Account ID?s
    • Customer Beginning Balances
  • Inventory
    • Inventory Defaults
    • Review of Inventory Accounting COGS
    • Discover Item Classes
    • Add / Modify / Delete / Inactivate Items
    • Changing Inventory Item IDs
    • Inventory Beginning Balances
  • Standard Lists
  • Startup Reconciliation

Payment in full is required for registration. You will receive confirmation for your requested class date once available space is confirmed as classes do fill up. DO NOT make travel arrangements until you have received confirmation from JCS. JCS is not responsible for any such expenses. No product knowledge is required. Basic Bookkeeping skills will be included in this class. This class is taught by a Master certified trainer. Each class is a maximum of 6 students. CPE accredited and will include a certificate of completion. Course cancellation must be received in writing 5 days prior to course date. Refunds are subject to a $50 administrative fee. The class may be rescheduled with no administrative fee.

Sage 50 Support

Lunch and FREE user guide are included with class.

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