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Testimonials

Monica Hurt
Date: Feb 04, 2010

Very good delivery. Wil made it comfortable by accepting any/all question as a valid question. This made it comfortable for us to learn.

Personal Taxes
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Details
Date
Duration

1 Day
Class Size
 Class Size

~15
Time Times

9:00-4:00
Computer Computer

Provided
Training Manual Training Manual

Included
Price Price

$235.00 + GST

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

Simply Accounting
Secure Payments
Seperator

Upcoming Classes
Seperator

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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Professional Staff

All members of Primer Business Solutions are driven professionals who focus on providing high quality training programs to people and to businesses. Our seminars are taught by skilled trainers who have worked in their respective fields for many years and are recognized as experienced industry professionals.

Contact Us

For questions concerning Primer Business Solutions or Primer Educational Seminars seminars, you can view our FAQ section or you can contact us for more information.