Sage 50 Accounting 2023 Training Manual Classroom in a Book

Getting Acquainted with Sage 50

1. The Sage 50 Environment

2. The Sage 50 Navigation Centers

3. Using the Menu Bar

4. Customizing Shortcuts

5. Learning Common Business Terms

Setting Up a Company

1. Creating a Sage 50 Company

2. Converting a Company

3. Setting Customer Defaults

4. Setting Vendor Defaults

5. Setting Inventory Defaults

6. The Payroll Setup Wizard

7. Setting Employee Defaults

8. Setting Job Defaults

9. Making a Local Backup

10. Making a Cloud Backup

11. Restoring from a Local Backup File

12. Restoring from a Cloud Backup File

13. Setting Up Security and Creating Users

14. Configuring Automatic Backups

15. Configuring Automatic Cloud Backups

Using the General Ledger

1. General Ledger Default Settings

2. Adding Accounts

3. Deleting and Inactivating Accounts

4. Adding Beginning Balances to Accounts

5. Using Lists

6. Adding General Journal Entries

7. Basic General Ledger Reports

8. Entering Account Budgets

9. The Cash Account Register

Using Sales Tax

1. The Sales Tax Wizard

2. Collecting Sales Tax

3. Paying Sales Taxes

Entering Records

1. Entering Customer Records

2. Entering Customer Beginning Balances

3. Entering Vendor Records

4. Entering Vendor Beginning Balances

5. Entering Inventory

6. Entering Inventory Beginning Balances

7. Changing a Record ID

Accounts Receivable

1. Setting Statement and Invoice Defaults

2. Quotes, Sales Orders, Proposals and Invoicing

3. Entering Quotes

4. Converting Quotes

5. The Sales Orders Window

6. The Proposals Window

7. The Sales/Invoicing Window

8. Printing and Emailing Invoices

9. Entering and Applying Credit Memos

10. The Receive Money Window

11. Statements and Finance Charges

12. Selecting Deposits

Accounts Payable

1. The Purchase Orders Window

2. Entering a Drop Shipment

3. Select for Purchase Orders

4. The Purchases/Receive Inventory Window

5. The Payments Window

6. The Select For Payment Window

7. Entering Vendor Credit Memos

Managing Inventory

1. Building and Unbuilding Assemblies

2. Making Inventory Adjustments

3. Changing Item Prices

Creating Payroll

1. Adding Employees

2. Adding Employee Beginning Balances

3. Performance Reviews and Raise History

4. Paying a Group of Employees

5. Paying an Employee

Account Management

1. Writing Checks

2. Voiding Checks

3. Reconciling Bank Accounts

4. Changing the Accounting Period

Job Tracking

1. Setting Up a Job

2. Creating Custom Fields for Jobs

3. Creating Phases for Jobs

4. Creating Cost Codes for Phases

5. Entering Beginning Balances for a Job

6. Making Purchases for a Job

7. Invoicing for Job Purchases

8. Job Tracking

9. Entering Change Orders for a Job

Time and Billing

1. Adding Time Ticket Employees

2. Entering Activity Items

3. Entering Charge Items

4. Entering Time Tickets

5. Entering Expense Tickets

6. Billing Time and Expense Tickets

Settings and Tools

1. Changing the Company Info and Posting Methods

2. Posting and Unposting

3. Memorized Transactions

4. Using the Purge Wizard

5. Using the Year-End Wizard

6. Data Verification

7. Updating Encryption

8. Archiving a Company

9. Using and Restoring an Archive Company

10. Sharing a Company Using Remote Data Access

11. Connect to a Shared Company Using Remote Data Access

12. Managing User and File Access Using Remote Data Access

13. Finding Transactions

14. Sync Data in Microsoft 365

15. Email Setup

16. Writing Letters

Reporting

1. The Cash Flow Manager

2. The Collection Manager

3. The Payment Manager

4. The Financial Manager

5. Find on Report

6. Previewing and Printing Preset Reports

7. Report Groups

8. Modifying Reports

9. Exporting Reports to Excel

10. Importing and Exporting Data

11. Exporting Reports to PDF

12. Modifying Task Window Screen Templates

13. Modifying Forms

The Internal Accounting Review

1. Using the Internal Accounting Review

Action Items

1. Events

2. To-Do Items

3. Alerts

Options

1. Changing Global Options

2. Changing the System Date

Assets and Liabilities

1. Assets and Liabilities

2. Creating an Other Current Assets Account

3. Subtracting Value from an Other Current Assets Account

4. Creating a Fixed Assets Account

5. Accumulated Depreciation

6. Liability Accounts

7. Paying on a Long Term Liability

8. Equity

Help

1. Using Search and Help Topics

2. Using the Sage 50 User’s Guide