Sage 50 / Peachtree Setup Training Class

Our Sage 50 Software Setup training class is designed to provide new users of Peachtree Quantum and all other Peachtree versions a thoroughly interactive overview of the features and functionality of the software.

Basic bookkeeping skills will be reviewed in class. During class participants will use New Company Set-Up to create a new company. All company default information will be reviewed. Data file entry and modification including chart of accounts, customers, vendors, inventory and employees will be reviewed.

Below is an overview of our course instruction:

• New Company Setup
• Setup Review - includes advanced Setup Options and Procedures
• General Ledger - default information, account id's &department masking, review account types, modify chart of accounts, account beginning balances, budgets
• Accounts Receivable - Customer defaults, statement &invoice defaults, review sales tax setup, review adding customers, customer beginning balances
• Accounts Payable - vendor defaults, review adding vendors, vendor beginning balances
• Payroll - payroll setup wizard, employee defaults setup wizard, adding employees, employee beginning balances, payroll tax table overview, employee listing
• Inventory - inventory item defaults, review inventory accounting, review adding items, calculated price levels, setting up assemblies, inventory beginning balances
• Questions &Answers

This class is conducted by an experienced, Certified Trainer. Every student will have his or her own computer workstation.

Course Benefits

• At the end of the day, students will have gained the confidence and skills to set up a new company, add data file entry and modification - including chart of accounts, customers, vendors, inventory and employees!
Lunch is included
• A certificate of completion will be provided
• This course is CPE accredited
• Satisfaction Guaranteed, or come back for free!

Course Prerequisites

Cancellation Policy

Don't Consider Yourself a Beginner?

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