Mastering Sage 50 Accounting U.S. V. 2023 Training Tutorial

Learn Sage 50 the easy way

What you'll learn

Set up a Sage 50 Company File

Use the General Ledger

Set Up, Collect, and Pay Sales Tax

Manage Accounts Receivable

Manage Accounts Payable

Manage Inventory

Create and Manage Payroll

Use Job Tracking

Use Time and Billing

Create, Print, and Modify Reports

Manage Assets and Liabilities

Requirements

Introductory skills in Windows OS

General understanding of accounting terms

Description

Unlock the full potential of Sage 50 with our dynamic course from TeachUcomp, Inc. Dive into the world of Sage 50 with "Mastering Sage 50 Made Easy" – a transformative learning experience that boasts 130 engaging video lessons, offering over 6 hours of comprehensive instruction. Join our seasoned instructor as they lead you through each lesson, making complex concepts easy to grasp.Imagine having your own personal Sage 50 guru by your side, demonstrating each function just for you. Our media-rich course includes a complete printable classroom instruction manual, vivid images, and practical exercises to reinforce your newfound skills. From setting up company files to seamlessly managing payroll, sales tax, job tracking, and mastering advanced reporting, we've got you covered.Whether you're a newcomer to Sage 50 or need to enhance your current skillset, this course equips you with the knowledge and expertise to become a proficient user. Our years of classroom training experience and innovative teaching methods have culminated in an accessible, customizable course tailored to your unique learning preferences. Leave your accounting worries behind and focus on your business's success. You're just a click away from accessing all the video lessons and the full instruction manual – your ticket to mastering Sage 50.

Overview

Section 1: Course Introduction

Lecture 1 Introduction

Section 2: Getting Acquainted with Sage 50

Lecture 2 The Sage 50 Environment

Lecture 3 The Sage 50 Navigation Centers

Lecture 4 Using the Menu Bar

Lecture 5 Customizing Shortcuts

Lecture 6 Learning Common Business Terms

Section 3: Setting Up a Company

Lecture 7 Creating a Sage 50 Company

Lecture 8 Converting a Company

Lecture 9 Setting Customer Defaults

Lecture 10 Setting Vendor Defaults

Lecture 11 Setting Inventory Defaults

Lecture 12 The Payroll Setup Wizard

Lecture 13 Setting Employee Defaults

Lecture 14 Setting Job Defaults

Lecture 15 Making a Local Backup

Lecture 16 Making a Cloud Backup

Lecture 17 Restoring from a Local Backup File

Lecture 18 Restoring from a Cloud Backup

Lecture 19 Setting Up Security and Creating Users

Lecture 20 Configuring Automatic Backups

Lecture 21 Configuring Automatic Cloud Backups

Section 4: Using the General Ledger

Lecture 22 General Ledger Default Settings

Lecture 23 Adding Accounts

Lecture 24 Deleting and Inactivating Accounts

Lecture 25 Adding Beginning Balances to Accounts

Lecture 26 Using Lists

Lecture 27 Adding General Ledger Journal Entries

Lecture 28 Basic General Ledger Reports

Lecture 29 Entering Account Budgets

Lecture 30 Using the Cash Account Register

Section 5: Using Sales Tax

Lecture 31 The Sales Tax Wizard

Lecture 32 Collecting Sales Tax

Lecture 33 Paying Sales Tax

Section 6: Entering Records

Lecture 34 Entering Customer Records

Lecture 35 Entering Customer Beginning Balances

Lecture 36 Entering Vendor Records

Lecture 37 Entering Vendor Beginning Balances

Lecture 38 Entering Inventory

Lecture 39 Entering Inventory Beginning Balances

Lecture 40 Changing a Record ID

Section 7: Accounts Receivable

Lecture 41 Setting Statement and Invoice Defaults

Lecture 42 Quotes, Sales Orders, Proposals and Invoicing

Lecture 43 Entering Quotes

Lecture 44 Converting Quotes

Lecture 45 The Sales Orders Window

Lecture 46 The Proposals Window

Lecture 47 The Sales/Invoicing Window

Lecture 48 Printing and Emailing Invoices

Lecture 49 Entering and Applying Credit Memos

Lecture 50 The Receive Money Window

Lecture 51 Statements and Finance Charges

Lecture 52 Selecting Deposits

Section 8: Accounts Payable

Lecture 53 The Purchase Orders Window

Lecture 54 Entering a Drop Shipment

Lecture 55 Select for Purchase Orders

Lecture 56 The Purchases/Receive Inventory Window

Lecture 57 The Payments Window

Lecture 58 The Select For Payment Window

Lecture 59 Entering Vendor Credit Memos

Section 9: Managing Inventory

Lecture 60 Building and Unbuilding Assemblies

Lecture 61 Making Inventory Adjustments

Lecture 62 Changing Item Prices

Section 10: Payroll

Lecture 63 Adding Employees

Lecture 64 Adding Employee Beginning Balances

Lecture 65 Performance Reviews and Raise History

Lecture 66 Paying a Group of Employees

Lecture 67 Paying an Employee

Section 11: Account Management

Lecture 68 Writing Checks

Lecture 69 Voiding Checks

Lecture 70 Reconciling Bank Accounts

Lecture 71 Changing the Accounting Period

Section 12: Job Tracking

Lecture 72 Setting Up a Job

Lecture 73 Creating Custom Fields for Jobs

Lecture 74 Creating Phases for Jobs

Lecture 75 Creating Cost Codes for Phases

Lecture 76 Entering Beginning Balances for a Job

Lecture 77 Making Purchases for Jobs

Lecture 78 Invoicing for Job Purchases

Lecture 79 Job Tracking

Lecture 80 Entering Change Orders for a Job

Section 13: Time and Billing

Lecture 81 Adding Time Ticket Employees

Lecture 82 Entering Activity Items

Lecture 83 Entering Charge Items

Lecture 84 Entering Time Tickets

Lecture 85 Entering Expense Tickets

Lecture 86 Billing Time and Expense Tickets

Section 14: Settings and Tools

Lecture 87 Changing the Company Info and Posting Method

Lecture 88 Posting and Unposting

Lecture 89 Memorized Transactions

Lecture 90 Using the Purge Wizard

Lecture 91 Using the Year-End Wizard

Lecture 92 Data Verification

Lecture 93 Updating Encryption

Lecture 94 Archiving a Company

Lecture 95 Using and Restoring an Archive Company

Lecture 96 Sharing a Company Using Remote Data Access

Lecture 97 Connect to a Shared Company Using Remote DataAccess

Lecture 98 Managing User and File Access Using Remote DataAccess

Lecture 99 Finding Transactions

Lecture 100 Sync Data in Microsoft 365

Lecture 101 Email Setup

Lecture 102 Writing Letters

Section 15: Reporting

Lecture 103 The Cash Flow Manager

Lecture 104 The Collection Manager

Lecture 105 The Payment Manager

Lecture 106 The Financial Manager

Lecture 107 Find on Report

Lecture 108 Previewing and Printing Preset Reports

Lecture 109 Report Groups

Lecture 110 Modifying Reports

Lecture 111 Exporting Reports to Excel

Lecture 112 Importing and Exporting Data

Lecture 113 Exporting Reports to PDF

Lecture 114 Modifying Task Window Screen Templates

Lecture 115 Modifying Forms

Section 16: The Internal Accounting Review

Lecture 116 Using the Internal Accounting Review

Section 17: Action Items

Lecture 117 Events

Lecture 118 To Do Items

Lecture 119 Alerts

Section 18: Options

Lecture 120 Changing Global Options

Lecture 121 Changing the System Date

Section 19: Assets and Liabilities

Lecture 122 Assets and Liabilities

Lecture 123 Creating an Other Current Assets Account

Lecture 124 Subtracting Value from an Other Current Assets Account

Lecture 125 Creating a Fixed Assets Account

Lecture 126 Accumulated Depreciation

Lecture 127 Liability Accounts

Lecture 128 Paying on a Long-Term Liability

Lecture 129 Equity

Section 20: Help

Lecture 130 Using Search and Help Topics

Lecture 131 Using the Sage 50 User’s Guide

Section 21: Course Conclusion and Instruction Manuals in PDF

Lecture 132 Course Conclusion and Instruction Manuals in PDF

Small business owners,Accountants,Bookkeepers,Enrolled Agents,Accounts Receivable/Accounts Payable Managers,Office Managers